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