At a Glance
- Tasks: Support commercial insurance accounts with organization and policy processing skills.
- Company: Join a dynamic team in the insurance industry, working remotely.
- Benefits: Flexible work environment, competitive salary, and opportunities for growth.
- Other info: Ideal for detail-oriented individuals looking to grow in the insurance field.
- Why this job: Make an impact by ensuring accurate account service and supporting business development.
- Qualifications: Level I General Insurance License and proficiency in Excel required.
The predicted salary is between 41850 - 51150 $ per year.
Support commercial insurance accounts remotely with strong organization, time management, and policy-processing skills.
This Associate Account Manager role assists the Business Development Manager.
As an Associate Account Manager in Commercial Lines, you will support the Business Development Manager with daily account administration.
The work includes checking policy accuracy, processing transactions, preparing proposals, and issuing invoices.
You will also maintain electronic files using systems such as Applied EPIC or Policy Works.
Key Responsibilities
- Check policy and endorsement accuracy
- Process new, renewal, cancellation, and endorsement requests
- Prepare new and renewal proposals
- Issue invoices according to company standards
- Review and prioritize assigned daily tasks
Requirements
- Level I General Insurance License required
- Proficiency in Excel and Outlook
- Experience with a Broker Management System
- Knowledge of Applied EPIC, Policy Works, or Indio
- Insurance industry experience is an asset
Apply commercial insurance administration, organization, and systems skills while supporting accurate account service remotely.
Commercial Lines Account Manager in Calgary employer: Cal LeGrow Insurance & Financial Group
Cal LeGrow Insurance & Financial Group offers a supportive work environment with opportunities for professional growth, including mentorship and training programs. Employees benefit from flexible work options, such as remote work, and enjoy perks like RSP matching and community service days. The company values work-life balance, providing vacation time and special days off to celebrate employee milestones.
Contact Details:
Cal LeGrow Insurance & Financial Group Recruitment Team
