Commercial Lines Broker

Bow Valley Insurance Services

Commercial Lines Broker  

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.  We are actively recruiting.  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 Duties: 

  • Servicing a book of business assigned to an Account Manager
  • Providing Quote and Proposal Assistance
  • Issuing New policies to customers
  • Conducting renewal reviews and assisting with renewal retention
  • Reviewing Broker Renewal Expiry Lists
  • Issuing Certificates of Insurance
  • Receiving and processing payments from clients
  • Reviewing Company Memos
  • Contacting Clients and Company Underwriters for information
  • Accessing Company Portals for various items
  • Reporting Claims to Insurance Companies
  • Completing Home Evaluations (ITVs)
  • Reviewing Final Notice and NSF Payment notifications sent to clients
  • Sending Confirmations of Insurance to lienholders/lessors
  • Requesting Claims Experience Letters 
  • Requesting Vehicle Inspection Reports 
  • Premium Increase Investigation
  • Processing Change Requests 
  • Issuing Pink Cards
  • Assisting with customer service calls and emails

Requirements / Qualifications:

- Level 1 or Level 2 General Insurance License 

- Minimum 2-3 years of Commercial Lines Experience

- Experience with the EPIC Computer system an asset

- Experience with Transportation accounts an asset

- Well organized

- Able to work well in a team environment and independently

- Ability to multi-task

- Excellent verbal and written communication skills

- Able to work in office and remote/virtually

 

Compensation:                                              

Salary and Commission

Vacation Days

Flex Days

Personal Hours                                                           

Group Benefits                                                

Matching RRSP Contribution