Personal Lines Broker (Service Team)

We are seeking a customer service driven Personal Lines Broker with prior experience servicing House Accounts, conducting renewal reviews and cross selling mono-line business to join our team.

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:

  • Assist our Personal Lines Department
  • Conducting Renewal reviews with customers
  • 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 to review and update information
  • Processing policy changes and payments
  • 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 2 Years of Personal Lines Broker experience
  • Experience with the Applied Systems (Epic) 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
  • Able to work from home (remote)

Compensation:

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