Account Manager I, PI
About The Position
We are looking for an Account Manager to join our Personal Insurance team at BrokerLink! As an Account Manager, Personal Insurance, you’ll support a group of Account Executives with all things related to Home & Auto personal insurance. In addition to your daily responsibilities, you’ll have opportunities to build strong relationships with our PI Account Executives and collaborate closely with your team members. Do you thrive in a collaborative environment where teamwork is essential? Are you customer-focused, detail-oriented, and eager to enhance your skills and personal insurance knowledge? This might be the perfect opportunity! This on-site position is available in our Calgary, AB (1201 Glenmore Trail SW) office.
Requirements
- A valid AIC General insurance license Level 1 is mandatory
- Solid knowledge of P&C Personal insurance is required
- Strong customer focus and administrative capability, with a detail-oriented mindset
- Demonstrated ability to handle multiple priorities successfully, with excellent time management
- Proven analytical and organizational skills
- Excellent verbal and written communication
- Must be able to work as part of a team as well as independently in a fast-pace environment
Nice To Haves
- Industry accreditation (CAIB, CIP) would be asset
- Prior experience as an Account Manager, an asset
- Experience with Epic is a definite asset
Responsibilities
- Provide customers with prompt service by providing advice, helping customers understand insurance, discussing customer concerns
- Receive and process all incoming Personal insurance paperwork
- Assist with quotes to customers, write new business, review existing coverage and updating customer file information
- Prepare documentation for insurers, complete applications for new clients, issue insurance certificates
- Process endorsements, invoice, and follow up on payments
- Communicate with insurance companies, negotiate with underwriters on customers behalf, negotiate renewal of terms, follow up with adjusters on claims status
- Source and obtain additional information requested by the underwriter and complete applications
Benefits
- Flexible work arrangements
- Multiple benefits offered to support physical and mental wellbeing
- Wellness account
- Share plan & other savings
- Incentive plan
- Annual bonus: 5% target, based on the base salary, with a potential payout of up to 200% (subject to personal and company performance)
- Employee Share Purchase Plan (ESPP) – with BrokerLink matching a portion of your contributions
- Group RRSP, with company matching DPSP offerings
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
