Commercial Lines Broker Assistant

Bow Valley Insurance is a Calgary based property and casualty insurance brokerage firm with 65+ employees that have been providing customized insurance solutions for the past 40 years. We are actively recruiting. If you enjoy working in an organized, structured and collaborative team environment, a position with our company would provide you with an exciting opportunity to grow your insurance career and be part of a reputable, innovative and a growing company.

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 2-3 years of Commercial Lines Experience
• Experience with the EPIC Computer system an asset
• Experience with Transportation accounts an asset
• Well organized
• Able to work well in a team environment and independently
• Ability to multi-task
• Excellent verbal and written communication skills
• Adaptable to change

Please submit your resume to: hkasinos@bvinsurance.ca