Personal Lines Broker Assistant (Broker Service Unit)

We are seeking someone to provide support services to our Broker team and handle administrative
tasks. If you are interested in pursuing your career in the Insurance industry, this role would provide you
with foundational level knowledge and opportunities to advance or diversify to other positions within our
company in the future.

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 40 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 Duties:

  • Administrative duties using Microsoft products(Word/Excel), data entry and special projects
  • Entering and updating claim information
  • Scanning documents and updating files
  • Reviewing Company Memos
  • Contacting clients and Company Underwriters for information
  • Accessing company portals for various items
  • Home Evaluations (ITVs) reports
  • Sending confirmations of Insurance to lineholders/lessors
  • Requesting Vehicle Inspection Reports
  • Premium Increase Investigation
  • Processing Change Requests and New Business applications on Insurance Company Portals
  • Issuing Pink Cards
  • Reviewing Required Coverages for New Business, Renewals and Endorsements
  • Calling customers regarding Final Payment and NSF notifications
  • Invoicing duties and reconciliations
  • Processing payments from clients
  • Relief reception

Requirements / Qualifications:

  • Level 1 General Insurance License an asset
  • Prior Insurance Brokerage and/or Insurance Company work experience an asset
  • Experience with the Applied Systems (Epic) and Compu Quote an asset
  • Experience with computer systems including Microsoft products
  • Prior office work experience an asset
  • Well organized
  • Eager to learn
  • Able to work well in a team environment and independently
  • Excellent verbal and written communication skills


  • Group Health Benefits
  • Matching RRSP Contribution
  • Vacation Days
  • Flex Days
  • Personal Hours


Walking distance to LRT Station

Please submit your resume to: