Personal Lines Broker

We are seeking a Personal Lines Broker with prior experience managing a book of business with a client base. Key responsibilities would include providing new sales and service to an existing client base with a focus on retention and account development.

About the Company:

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 41 years.  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 Description:

  • Manage a book of business of an existing client base
  • Conducting Renewal Reviews including updating information and remarketing of policies when required
  • Provide quotes and new policies to existing customers and referral prospects
  • Cross sell additional lines of business – Account Development
  • In depth knowledge of Insurance Company products, endorsements, packages and payment plans
  • Accountable to monthly, quarterly and annual targets

Requirements / Qualifications:

  • Level 1 or 2 General Insurance License
  • Minimum 3 Years of Personal Lines Broker experience
  • Sales focused
  • Experience with the Applied Systems (Epic) and Compu Quote an asset
  • Experience with major Insurance Company products and portals an asset
  • Well organized
  • Ability to work well in a team environment as well as independently
  • Eager to learn
  • Structured and disciplined following workflows and procedures
  • Excellent verbal and written communication skills
  • Adaptable to change
  • Ability to work from home (Remote)

Compensation:

  • Salary and Performance bonus
  • Group Health Benefits
  • Matching RRSP Contribution
  • Vacation Days
  • Flex Days
  • Personal Hours