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 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 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 for information, file reviews and processing
• 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) and Compu Quote an asset
• Experience Insurance Company 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