About the Role
Overview
- Small brokerage located in North Calgary
- Personal lines and small commercial focused
- Laid-back, positive culture
Responsibilities
- Focus on client retention and relationships
- Daily servicing of the client’s insurance requests and needs
- Writing new inbound leads and referrals from inbound requests
- Processing applications & policy changes on the insurance company portals
- Respond to high volume of calls/emails in a timely manner
- Renewal reviews with clients and remarketing as necessary
- Providing claims advocacy when necessary
Qualifications
- Minimum 2 years personal lines experience (brokerage preferred)
- Level 2 General Insurance License preferred
- Strong written and verbal communication skills
- Strong work ethic and ability to work independently to complete tasks
- Working knowledge of EPIC
Ready to Apply?
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