Personal Insurance Account Manager - Full Time

First Foundation; Edmonton; On-site; CAD 50,000 - 70,000; Full time

Job summary

First Foundation is seeking a Personal Insurance Account Manager to provide exceptional customer service and manage client relationships. This full-time role involves responding to inquiries, processing insurance policy changes, and cross-selling services. Ideal candidates will have a strong interest in the insurance industry, excellent communication skills, and a post-secondary education.

Benefits

Excellent Health & Dental benefits

Flex Time

Competitive Vacation packages

Company-wide Employee Discounts

Referral and Cross-Referral Bonuses

Continuing Education Reimbursement

Qualifications

• Great with people, preferably in sales and service roles.
• Possess better-than-average computer skills.
• Strong interest in the insurance industry.

Responsibilities

• Managing a book of business, attracting new clients.
• Responding to client inquiries regarding insurance coverage.
• Processing renewals to ensure retention of existing client relationships.

Skills

Customer Service

Communication

Detail Oriented

Time Management

Education

Post-secondary degree or diploma

Level I or Level II General Insurance License

Tools

Vertafore SIG BMS

Applied Rating Services (Compuquote)

Job description

First Foundation Mortgage Wealth and Insurance | Full time

Personal Insurance Account Manager - Full Time

• Compensation Base salary plus commission, negotiable

About Us

Anyone can process a mortgage application, sell an investment, or quote an insurance policy.

The professionals at First Foundation do more. Our team is tasked with helping our clients to own a home, and own it sooner. To grow their wealth. To protect what matters most to them.

If you want to focus on the results we get for our clients, instead of the task, the number on the wall, or the piece of paper they get, then First Foundation might be the right place for you.

Job Description

Job Summary & Responsibilities

Are you the kind of person that really cares about people? Do you take pride in being involved in one of the most important decisions of your customer’s lives - protecting themselves, their loved ones, and their assets with proper insurance coverage? Do you recognize the uniqueness of each client’s situation and work hard to deliver a level of service that you can be proud of?

You get it. For you it’s not a choice, it’s simply who YOU are.

To you, remarkable customer service is about providing peace of mind by educating customers to understand your professional advice and suggestions. On the flip side, you understand that not everyone eats, sleeps, and breathes insurance and that most people are just trying to get last minute insurance for their new vehicle, save some money on their household budget, or check task off their list. You never stop trying to make these people smile. Again, it’s who YOU are.

Our insurance team is looking for people like YOU. Not people who are tired of their job, who are grumpy, who don’t like people, who can’t meet deadlines, who are kind of shady, who make lots of mistakes or are stuck in their ways. We want people whose values reflect our own - a brand and reputation First Foundation is proud of. Bonus if you like cupcakes too!

Opportunity to work from Edmonton, Calgary, or remotely for the right candidate.

Requirements

More About You

You have a post-secondary degree or diploma.

You're great with people, preferably in sales and service roles.

You possess better-than-average computer skills - your typing skills up there with the best of them!

You have a strong interest in the insurance industry and want to make it your career.

You posses a Level I or Level II General Insurance License, or a strong motivation to obtain one.

You are n aturally inclined to take initiative independently; you are resourceful and like staying up-to-date.

You demonstrate an “other-focused” approach to people.

You can communicate effectively, both verbally and in writing.

You are detail oriented, organized, and able to multi-task. You understand the significance of these skills.

You can work at a quick pace under pressure; possess time management skills.

You like people and are willing to serve them with a smile, even when conflict arises.

Assets include experience with Vertafore's SIG BMS, Applied Rating Services (Compuquote), and insurance company portals.

Experience with Aviva, SGI Canada, Peace Hills, Pembridge, MAX, Sandbox (SMI), Portage Mutual, Optimum West, Travelers, and others is an asset.

More About the Role

Sales and service. Managing a book of business, attracting new clients and taking great care of the ones we already have.

Responding to client inquiries regarding insurance coverage, billing issues, claims, and certificates of insurance

Providing quotations for potential policy changes

Re-evaluating appropriate personal insurance coverage on existing lines of business

Processing renewals to ensure retention of existing client relationships

Entering and maintaining client information in the broker management system (Vertafore SIG)

Processing policy changes on insurance company portals

Provide support to sales staff as needed

Cross-selling other First Foundation services to clients

Answering and directing calls and emails to employees of the brokerage

More About Us

What Keeps Us Going? Our Mission: OWN. GROW. PROTECT.

How We Do It: Our Values: Leadership. Honesty. Consistency. Choice. Commitment.

We’re locally owned and operated - Independent Brokerage. Modern Office.

Full suite of financial products and services: Mortgages. Financial. Insurance. One Stop Shop.

Strong online and offline reputation with the Awards and Testimonials to back it up!

Competitive compensation packages which include:

Excellent Health & Dental benefit packages, including Health & Wellness Spending Accounts and Group Employee Mortgage benefits

Flex Time, in addition to Competitive Vacation packages

Company-wide Employee Discounts

Referral and Cross-Referral Bonuses and Commissions

Continuing Education Reimbursement

Opportunity Summary

Level 1 or Level 2 AIC Licensed General Insurance role with First Foundation, offering great technical skill and customer service to work with a fast growing independent brokerage.