Commercial Lines Broker Assistant

Bow Valley Insurance is a Calgary based company that has been serving the insurance needs of Albertans for the last 38 years. Our business has been built on customer service, very competitive prices, our strong relationships with several insurance companies as well as our dedicated, qualified, experienced and knowledgeable insurance specialists.

Our Core Values:

  • The Customer is Critical
  • Professionalism
  • Procedures are Critical
  • Continuous Improvement
  • Respect
  • Open and Transparent
  • Education

Job Duties:

  • Issuing Certificates of Insurance
  • Quote and Proposal Assistance
  • Receiving and processing payments from clients
  • Reviewing Company Memos
  • Contacting Clients and Company Underwriters for information
  • Accessing Company Portals for various items
  • Reporting Claims to Insurance Companies
  • Completing Home Evaluations (ITVs)
  • Reviewing Final Notice and NSF Payment notifications sent to clients
  • Reviewing Broker Renewal Expiry Lists
  • Sending Confirmations of Insurance to lienholders/lessors
  • Requesting Claims Experience Letters
  • Requesting Vehicle Inspection Reports
  • Premium Increase Investigation
  • Processing Change Requests
  • Issuing Pink Cards
  • Invoicing New Business, Renewals and Endorsements
  • Assisting the Commercial Lines Team with customer service calls, emails and client visits

Requirements / Qualifications:

  • Level 1 or Level 2 General Insurance License
  • Minimum 3 years of Commercial Lines Experience
  • Experience with Transportation risks an asset
  • Computer system (Agency Manager) and Insurance Company portal knowledge an asset
  • Well organized
  • Able to work well in a team environment and independently
  • Excellent verbal and written communication skills
  • Adaptable to change

Compensation:

Salary
Group Benefits
Matching RRSP Contribution

Miscellaneous:

Parking available
Walking distance to LRT Station
Excellent commute from South/Central Calgary

Please submit your resume to: hkasinos@bvinsurance.ca