Personal Insurance Account Manager

About the Company - All Insurance Ltd is an independent family owned brokerage in South Edmonton. We specialize in commerical insurance - transportation, oil & gas, commercial property, and personal lines insurance. At All Insurance "family" is at the heart of who we are and what we do. We emphasize a life - work balance, with a priority on the mental and physical well-being of our team members.

We are a business with low turnover and value individuals looking to stay and grow with the company long term. All Insurance Ltd values life long learning and career advancement. We offer competitive salaries, a comprehensive benefit package, and many non-monetary perks such as access to an in house gym and sport courts.

About the Role - All Insurance Ltd is looking for an experienced Personal Insurance Account Manager to join our busy personal lines team. The position is 100% in office.

Responsibilities

• Provide customer service over the phone, by email, and in person.
• Maintain client files within the broker management system (Applied Epic).
• Review renewals.
• Other duties as required.

Qualifications

• A valid Level 1 Insurance License in Alberta is required.
• A valid Level 2 Insurance License in Alberta is an asset.

Required Skills

• Previous work experience with an insurance broker in a personal insurance service role.
• Experience with Applied Epic and Applied Rating Services.
• The successful candidate will be required to pass the Level 2 license exam within 12 months of date of hire.
• Time and workload management
• Customer service
• Ability to work effectively on a team and individually
• Previous use of insurance company portals
• Phone and email etiquette
• Ability to speak Punjabi and Hindi is an asset.
• Training will be provided as required.