Personal Lines Broker Assistant

Bow Valley Insurance is a Calgary based company that has been serving the insurance needs of Canadians 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.

Job Duties:

• Reviewing Final Notice and NSF Payment notifications sent to clients
• Quote 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)
• Sending Confirmations of Insurance to lienholders/lessors
• Requesting Claims Experience Letters
• 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
• Assisting the Personal Lines Brokers with customer service calls, emails and client visits
• Relief Reception
• Other Administrative Duties using Microsoft products (Word/Excel) and Data Entry

Requirements / Qualifications:

• Level 1 or Level 2 General Insurance License
• Minimum 3 years of Personal Lines Brokerage Experience
• Computer system (TAM/Agency Manager or Epic) 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

Please submit your resume to: hkasinos@bvinsurance.ca