Commercial Insurance Account Associate

At Alpine Insurance we are dedicated to creating a workplace that support our people to be both successful and fulfilled at what they do.<br /><br />Your career at Alpine is more than just insurance.

Calgary or Edmonton Branches

Alpine Insurance

With locations in Calgary, Edmonton, Lethbridge, Red Deer and Canmore, Alpine works hard to be the brokerage of choice for employees, clients and suppliers alike. Alpine consists of over&nbsp;<strong>85 team members</strong>&nbsp;and provides over $50 million worth of insurance products annually for our clients. Alpine is seeking ambitious and talented people who see insurance as a professional pursuit. The company provides competitive compensation, benefits paid fully by the employer, full training support and an exciting atmosphere in one of the fastest growing insurance brokerages in Alberta. https://alpineinsurance.ca/

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Full-time

Salary negotiable as per experience

Overview: The Commercial Account Associate ensures the long-term needs of our customers is met in a team environment. Account Associates work collaboratively with Account Executives and Account Managers to effectively manage the workflow of commercial client insurance transactions.
Responsibilities: <ul> <li>Respond to client inquires in a timely manner</li> <li>Qualify client needs and develop quotes for new clients</li> <li>Build and maintain strong, long-lasting client relationships. Develop a trusted advisor relationship with key contacts and underwriters</li> <li>Attend all 120 - 90 day meetings as outlined in the Alpine guidelines for the Pre- Renewal Strategy and complete requirements as outlined in Alpine process and procedures.</li> <li>Develop and maintain insurance certificates, binders, statement of values, proposals and submissions, and schedules as per the Alpine Standards.</li> <li>Input data in TAM and the S drive to ensure all relevant data and information is captured in the broker management systems.</li> <li>Working with the Account Manager to review New Business, Endorsements, Renewals, Renewal Rewrites and Cancelled policies</li> </ul>
Requirements: <ul> <li>Thrive in a team environment</li> <li>Strong problem solving and conflict resolution skills</li> <li>Familiar with Microsoft Office and insurance software</li> <li>Minimum 2 years' broker experience, working knowledge of small and mid-market commercial insurance products is an asset.</li> <li>Critical thinker with strong attention to detail</li> <li>Alberta Level 2 licence a MUST</li> <li>Support Account Managers and Account Executives</li> <li>Participate in industry networking functions, training and professional development</li> <li>Courses to enhance skills and industry knowledge.</li> <li>Proactive customer focused approach</li> </ul>