Job Description

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:

  • Respond to client inquires in a timely manner
  • Qualify client needs and develop quotes for new clients
  • Build and maintain strong, long-lasting client relationships. Develop a trusted advisor relationship with key contacts and underwriters
  • 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.
  • Develop and maintain insurance certificates, binders, statement of values, proposals and submissions, and schedules as per the Alpine Standards.
  • Input data in TAM and the S drive to ensure all relevant data and information is captured in the broker management systems.
  • Working with the Account Manager to review New Business, Endorsements, Renewals, Renewal Rewrites and Cancelled policies

Requirements:

  • Thrive in a team environment
  • Strong problem solving and conflict resolution skills
  • Familiar with Microsoft Office and insurance software
  • Minimum 2 years' broker experience, working knowledge of small and mid-market commercial insurance products is an asset.
  • Critical thinker with strong attention to detail
  • Alberta Level 2 licence a MUST
  • Support Account Managers and Account Executives
  • Participate in industry networking functions, training and professional development
  • Courses to enhance skills and industry knowledge.
  • Proactive customer focused approach

Job Posting Details

Job Type

Full-Time

Market Segment

Insurance

Company Type

Insurance Brokerage

Education Required

Insurance License Level 1
Insurance License Level II

Minimum Experience Required

1 to 2 Years

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