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