Our client here in downtown Calgary is seeking a motivated Personal Lines CSR Insurance Broker II.
Duties
- Explain and match insurance products and services based on customer needs including Autopac products
- Pro-actively and actively submit and process all documentation
- Prepare and communicate all policy documentation
- Be the point of contact for customers regarding annual renewals
- Assist customers with any insurance requests
- Complete claim information and communicate with insurance company
- File documents and paperwork with accuracy
- Resolve customer concerns, involving Manager as necessary
- Process necessary paperwork and update computer system in a timely manner
- Collection of accounts
- Assist with training of junior staff
- Assist with Autopac as needed -back up only
- Maintain up-to-date knowledge of products and services
Requirements:
- General Insurance License Level II
- Commercial Lines experience an asset
- Strong customer service and strong problem solving skills
- Able to deal with people sensitively, tactfully, diplomatically, and professionally
- Proficient at Microsoft Office
- TAM software a strong asset
Compensation and other important details:
- Commission on new business and renewals
- Full benefit package and RRSP
- Paid licensing and membership
- Vacation and sick time in first year
- Monday - Friday day shift, one evening a week plus one Saturday a month
- Free Parking
- Great location, easy bus access
- Commission on work brought in, opportunity to advance and train
We appreciate all applicants however, only those selected for virtual interviews will be contacted.
