At a Glance
- Tasks: Assist in managing accounts and ensure accuracy of policies and endorsements.
- Company: Join a supportive team focused on education, training, and mentorship.
- Benefits: Enjoy RSP matching, vacation days, and a remote work option.
- Other info: Great opportunity for growth and community service involvement.
- Why this job: Kickstart your career in the insurance industry with hands-on experience.
- Qualifications: Must have Level I General Insurance License and proficiency in Excel.
The predicted salary is between 41850 - 51150 $ per year.
- Reports to : Manager- Education, Training & Mentorship
- Job
Summary: As an Associate Account Manager in Commercial Lines, your primary responsibility is to assist the Business Development Manager using your strong time management and organizational skills.
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Key Responsibilities
- Check accuracy of policies and endorsements
- Process new, renewal, cancellation, and endorsement requests
- New/Renewal proposal preparation
- Issue invoices per company standards
- Review and prioritize assigned tasks daily as required
- Maintain accuracy of electronic files (Epic, Policy Works)
- Follow agency procedures and insurer regulations
- Other specific duties as assigned
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Required Skills & Qualifications
- Level I General Insurance License (REQUIRED)
- Proficiency in Excel, Outlook, and a Broker Management System (such as Applied EPIC, Policy Works, Indio)
- Minimum one year of experience in the insurance industry is an asset
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- RSP matching
- Vacation
- Birthday off
- Community Service Day
- Remote work option/Work from Home
Associate Account Manager in Québec 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
