Personal Lines Broker (Service Team)

Bow Valley Insurance is a Calgary based company that has been serving the insurance needs of Canadians for the last 39 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 Description:

• Assist our Personal Lines Department
• Cross Selling of additional lines of business – Account Development
• Assisting customers with their daily insurance needs by phone, in person and by email
• Rewriting and Reinstating policies when required
• Provide quotes and new policies to customers
• Using various company portals on a day to day basis for information, file reviews and processing
• Reviewing Mono-line and Renewal Lists – premium increase reviews, contacting clients
• Abeyance/Follow Up assistance – reviewing requests, contacting clients, contacting Underwriters
• Knowledge of each Insurance Company’s products, endorsements, packages and payment plans

Requirements / Qualifications:

• Level 1 or 2 General Insurance License
• Minimum 3 Years of Personal Lines Broker experience
• Experience with the Applied Systems (TAM), Epic and Compu Quote and asset
• Experience with Intact (Savers), Aviva, Economical, Wawanesa 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

Please submit your resume to: hkasinos@bvinsurance.ca