Insurance Broker

About us

Baughan Agencies Ltd. is a small business in Wainwright, AB. We are, professional, and our goal is to continue the successful operations of a 3rd generation, 50+ year, local Insurance Brokerage & Alberta Registry. We strive to support our community or take care of our employees. .

Our work environment includes:

• Modern office setting
• Growth opportunities
• Professional
• Team atmosphere
• Friendly

Responsibilities:
- Provide exceptional customer service to clients by responding to inquiries and resolving issues in a timely and professional manner.
- Assist customers with insurance sales and policy inquiries via phone, email, & walk-in customers in a helpful & professional manner
- Analyze customer needs and recommend appropriate insurance products, handling insurance applicaiions, documents, & database file documentation.

- Accurate processing/handling of requested insurance policy changes

- Maintain good working relationships with existing clientele & building new relationships with new clients through excellent customer service

- Handling insurance payments and accurate remittance of payment through various payment methods

- Quoteing new business and providing quotes to existing customers. Ensure customer understands & is informed throughout the sales process

- Strong computer skills & ability to work with various computer applications including but not limited to: Adobe Pro, Microsoft office applications, insurance company portals, company's Broker Management System.

- Maintain current insurance product knowledge, staying up to date with changes, underwriting rules & guidelines, & introduction of new products for various insurance companies

- Maintain 15 annual hours of CE via webinars, online courses & possible in person courses

- Follow up & respond to requested information from insurance companies, maintaining good working relationships with underwriters & insurance company employees

- Opening of claims and guiding customers throughout the claims process in a professional and helpful manner

- Collaborate with team members working in a team atmosphere to successfully communicate & meet the roles & tasks of the team, ensuring clients needs are always met

Skills:
- Applicants with current Insurance Broker Level 1 or 2 license will be given the strongest consideration for the position

- Starting salary will be based on successful applicant, ranging from $37,500+
- Excellent communication skills, both verbal and written.
- Ability to analyze customer requirements and provide successful outcomes for the customer
- Strong interpersonal skills and the ability to build rapport with customers.
- Ability to work independantly as well as part of a team.

- Strong computer skills

- Ability to think on your feet & handle a wide variety of customer needs & situations

Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job Type: Full-time

Salary: $37,500.00 per year

Benefits:

• Company events
• Dental care
• Disability insurance
• Extended health care
• Life insurance
• Paid time off

Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to Commute:

• Wainwright, AB T9W 1P3 (required)

Ability to Relocate:

• Wainwright, AB T9W 1P3: Relocate before starting work (required)

Work Location: In person