Account Manager I, PI

Being a part of Broker Link, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present.

We want like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism.

We want to invest in you! Your success is our success and our purpose of "we're here to help people" is what motivates us to keep the amazing talent we attract, for a long time. We want to bring out the best of all our team members! Offering countless opportunities to grow and an environment which values our most important assets, you, our team members.

We have over 200 offices across Canada, ask us about our flexible work arrangements!

• Flexible work arrangements
• Multiple benefits offered to support physical and mental wellbeing, Wellness account and much more
• Share plan & other savings

54,900 - 67,100

Annual bonus: 5% target, based on the base salary, with a potential payout of up to 200% (subject to personal and company performance)

As part of our commitment to Win As A Team, we share our success with employees through our incentive programs and Employee Share Purchase Plan (ESPP) – with Broker Link matching a portion of your contributions.

Our Group RRSP, with company matching DPSP offerings provide flexibility and long-term security for our employees beyond their careers.

Salary for the candidate will be determined taking into consideration a number of factors including: experience, skills, qualifications, anticipated contribution to role, internal equity, location etc. The salary range presented below is based on a 35-hour workweek and would represent a majority of different candidate profiles. However, we encourage candidates who may fall outside of this range to apply as well.

Job Description

We are looking for an Account Manager to join our Personal Insurance team at Broker Link
!

As an Account Manager, Personal Insurance
, you’ll support a group of Account Executives with all things related to Home & Auto personal insurance. In addition to your daily responsibilities, you’ll have opportunities to build strong relationships with our PI Account Executives and collaborate closely with your team members.

Do you thrive in a collaborative environment where teamwork is essential? Are you customer-focused, detail-oriented, and eager to enhance your skills and personal insurance knowledge? This might be the perfect opportunity!

Your work schedule: 35 hours a week. Monday to Friday, 9:00am to 5:00pm.

This on-site position is available in our Calgary, AB (1201 Glenmore Trail SW) office.

• Provide customers with prompt service by providing advice, helping customers understand insurance, discussing customer concerns
• Receive and process all incoming Personal insurance paperwork
• Assist with quotes to customers, write new business, review existing coverage and updating customer file information
• Prepare documentation for insurers, complete applications for new clients, issue insurance certificates
• Process endorsements, invoice, and follow up on payments
• Communicate with insurance companies, negotiate with underwriters on customers behalf, negotiate renewal of terms, follow up with adjusters on claims status
• Source and obtain additional information requested by the underwriter and complete applications

• A valid AIC General insurance license Level 1 is mandatory;
  Industry accreditation (CAIB, CIP) would be asset
• Solid knowledge of P&C Personal insurance is required
• Prior experience as an Account Manager, an asset
• Strong customer focus and administrative capability, with a detail-oriented mindset
• Demonstrated ability to handle multiple priorities successfully, with excellent time management
• Proven analytical and organizational skills
• Excellent verbal and written communication
• Must be able to work as part of a team as well…