Personal Lines Broker Assistant
Bow Valley Insurance - Calgary, AB

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Bow Valley Insurance is a Calgary based company that has been serving the insurance needs of Albertans for the last 34 years. Our business has been built on customer service, very competitive prices, our strong relationships with several insurance companies as well as our dedicated, qualified, experienced and knowledgeable insurance specialists.

Our Core Values:

  • The Customer is Critical
  • Professionalism
  • Procedures are Critical
  • Continuous Improvement
  • Respect
  • Open and Transparent
  • Education

Job Description:

  • Drafting Letters to clients
  • Contacting Clients and Company Underwriters for information
  • Reviewing Company Portals for information
  • Issuing New Policies on Company Portals
  • Completing Home Evaluations (ITVs)
  • Reviewing Payment Notifications sent to clients
  • Reviewing Broker Renewal Expiry Lists
  • Confirmations of Insurance to lienholders/lessors
  • Claims Experience Letter Requests to clients/company
  • Vehicle Inspection Reports to clients/company
  • Premium Increase Investigation
  • Change Requests
  • Issuing Pink Cards
  • Preparing quotes
  • Account Invoicing

Requirements / Qualifications:

  • Level 1 or 2 General Insurance License an asset
  • Minimum 2-3 years of prior insurance industry experience
  • Computer and Insurance Company Portal knowledge required
  • Prior experience on The Applied System (TAM), Compuquote and Intact (Savers)system an asset
  • Well organized
  • Ability to work well in a team environment and independently
  • Ability to multi-task
  • Excellent verbal and written communication skills
  • Adaptable to change

Compensation:

Salary
Flex Days
Group Benefits
Matching RRSP Contribution

Miscellaneous:

Parking available
Walking distance to LRT Station
Excellent commute from South/Central Calgary


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About this company
Bow Valley Insurance is a Calgary based company that has been serving the insurance needs of Albertans for the last 34 years. Our business...