Account Associate, Commercial Insurance (Kelowna, BC)

POSITION: Account Assistant, Commercial Lines

About Lloyd Sadd:

Lloyd Sadd Insurance Brokers Ltd. is one of Alberta’s largest and most respected independent insurance brokerages representing a diverse portfolio of thousands of individual and corporate clients. Founded in 1941 and built on a solid foundation of relationships, Lloyd Sadd Insurance is a multi-generational success story. Our clients are innovative leaders in Alberta’s energy, construction, transportation, hospitality, and manufacturing sectors. We partner with our client to fully understand their business which in turn, allows us to successfully understand their insurance needs. We are trusted advisors making a difference.

With a current complement of over 300 people, Lloyd Sadd is poised to continue growing both organically and through acquisition. With multiple locations in Alberta and BC, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients.

THE ROLE:

The Account Associate is a blended role of Account Assistant and Account Manager. The Account Associate plays a central role in renewing existing accounts by servicing clients in assessing and fulfilling their needs to the highest standards of satisfaction. The Account Associate is an advisor responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business.

As an Account Associate, you are an Artisan, accommodating and analytical while producing highly precise and accurate work. You are;

- Respectful and seek direction

- Detail-oriented with a strong follow through

Requiring strong structure and adherence to the rules

WHAT YOU’LL DO:

· Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service;

· A key emphasis on building rapport and relationships and ensuring that strong long-term relationships are created by providing an industry leading level of support to clients in maintaining their insurance needs;

· Determine customer needs, negotiate coverages and terms, respond to complaints and inquiries, and process transactions;

· Timely follow up on outstanding documents from the Insured or Insurer;

· Process documents including new business, renewals and endorsements within EPIC;

· Assist in preparing renewals;

· Ensure EPIC workflows are followed including maintaining and updating claims information;

· Ensure accurate and timely servicing and invoicing of accounts; and

· Other duties as required.

WHAT WE REQUIRE:

· An academic background consisting of post secondary education, certificates, industry programs, etc. is preferred;

· Willing to invest time in extensive training and obtaining insurance industry related professional designations such as CIP, CRM and CAIB;

· Must hold a General Insurance License;

· A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience;

· Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability;

· Advanced skills in Microsoft Office Suite;

· Experience with internal Broker Management Systems (EPIC) considered an asset.

Lloyd Sadd is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.

Job Types: Full-time, Permanent

Salary: From $58,000.00 per year

Benefits:

• Dental care
• Extended health care
• Paid time off
• RRSP match
• Tuition reimbursement

Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Kelowna, BC V1Y 6N6: reliably commute or plan to relocate before starting work (required)

Licence/Certification:

• Insurance License for the province of BC (required)

Work Location: In person