Bow Valley Insurance Services Personal Lines Broker
We are seeking a Personal Lines Broker with prior experience managing a book of business with a client base. Key responsibilities would include providing new sales and service to an existing client base with a focus on retention and account development.
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.
- Manage a book of business of an existing client base
- Conducting Renewal Reviews including updating information and remarketing of policies when required - Provide quotes and new policies to existing customers and referral prospects
- Cross sell additional lines of business – Account Development
- In depth knowledge of Insurance Company products, endorsements, packages and payment plans
- Accountable to monthly, quarterly and annual targets
Requirements / Qualifications:
- Level 1 or 2 General Insurance License
- Minimum 3 Years of Personal Lines Broker experience
- Sales focused
- Experience with the Applied Systems (Epic) and 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
Salary and Performance bonus Group Health Benefits Matching RRSP Contribution Vacation Days
Flex Days Personal Hours
Work from home/remote opportunities
Email resume to: firstname.lastname@example.org
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