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


Group Benefits
Matching RRSP Contribution


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

Please submit your resume to: