INSURANCE ACCOUNT MANAGER

---

LOCATION: Kelowna, BC

POSITION STATUS: Closed

Our Kelowna, BC client, a leader in the Commercial Insurance industry is looking to add a new Insurance Account Manager to their dynamic team.

This role is ideal for a person that wants to work in a positive, friendly and attractive work environment, and wants to develop their long term career with the company.

If you have the ability to work in a fast paced environment and deliver excellent client service then this is the position for you.

Responsibilities:

• Assist and maintain book of commercial business

• Assist with processing policies and endorsements

• Assist with the process ,renewals, endorsements cancellations, certificates, bonds, invoicing etc.

• Policy renewals and follow up on expiry dates

• Work extensively with clients to maintain files

• Liaise with Insurers regarding new business & renewal terms

• Generating new submissions / proposals

• Processing Renewal paperwork, including invoicing

• Monitor renewal list for expiries being dealt with

• Assist with collection of accounts receivables

• Answer incoming calls as relief

Requirements:

• Level 1 insurance license minimum

• Administration background

• EPIC / Policy Works / Excel / Word Experience

• Multi-task, detail oriented and strong organizational skills

• Excellent communication (verbal & written)

• Committed to professional development

If you are interested in applying for this position, please email resume with salary expectations.

We thank all those who express interest in this opportunity however only those short-listed will be contacted.