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IBU Broker - EDMONTON

Want to propel your Commercial Lines career forward with a new role? If so, then this may be the new, exciting opportunity you’ve been looking for!

Want to propel your Commercial Lines career forward with a new role? If so, then this may be the new, exciting opportunity you’ve been looking for!

Our client focuses on making a difference in its clients’ lives through exceptional customer service and relationship building. They are looking for an experienced and qualified Account Executive to join their Small Business Division . The qualified individual will have exceptional organizational, customer service and communication skills, as well as a positive attitude to fit in with their office environment.

This is a developmental role that will allow you to grow your commercial lines skills in a supportive and challenging environment. You will have the opportunity to take over a small book of commercial lines business while working as a part of a team to add to your existing skillset.

 Responsibilities:

  • Multi-task and effectively prioritize work load on a daily basis.
  • Service a book of commercial business
  • Write new policies as necessary
  • Build relationships with underwriters and clients
  • Attend networking events to generate new business leads
  • Call existing clients to suggest additional coverages that may suit their needs
  • Handle general inquiries, manage policy changes, review policy documents, and follow up on claims
  • Educate clients as to what products and services that would be beneficial to them.

 

Qualifications:

  • CIP Designation or currently working towards it would be an asset
  • Must have a Level 2 Insurance license.
  • 2+ years of Commercial Lines experience.
  • Experience using Outlook and Microsoft word.
  • Comfortable dealing with clients and underwriters.
  • Must be self-motivated and able to work in a team environment.
  • Strong communications and comfortable working in a sales environment.

 

If you are interested in this position, and feel you meet the qualifications, please send your resume to barb@perkinsprosearch.com

 

 

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Commercial Insurance CSR - EDMONTON

Are you an exceptional insurance professional that is looking to grow their existing commercial lines knowledgebase? If so, then we have an opportunity that will provide you with a positive work environment and the opportunity to be a part of a successful and growing organization.

Are you an exceptional insurance professional that is looking to grow their existing commercial lines knowledgebase? If so, then we have an opportunity that will provide you with a positive work environment and the opportunity to be a part of a successful and growing organization.

Our client, a thriving insurance brokerage, is looking for a Commercial Lines CSR to attend to become an integral part of their team. The successful candidate will have a high attention to detail and be extremely organized. You will be responsible for servicing a book of commercial business and will be mentored by senior staff members.

The qualified candidate will have great communication skills as well as experience working in commercial lines and working on a book of business.

 Responsibilities:

  • Provide outstanding service to the existing book of business while still working on expanding client base.
  • Provide proposals to various insurers for quotation.
  • Perform account transactions including ID cards, proposals, endorsements, certificates, binders, billing, cancellations, renewals,
  • Ability to work independently with little to no supervision.
  • Assist with the collecting of renewal data on assigned accounts.
  • Review new business, renewals, and endorsements to insure items were received as ordered.
  • Maintain client files on computer system and use computer system for processing all transactions.
  • Work with Account Executive to ensure all client policies are appropriately documented.

 

Qualifications:

  • Must have a Level 1 Insurance license
  • 2-3 years of Commercial Lines experience
  • Experience using TAM would be an asset
  • Comfortable dealing with clients and underwriters
  • Must be self-motivated and able to work in a team environment
  • Strong communication skills

 

If you are interested in this position, and feel you meet the qualifications, please send your resume to paula@perkinsprosearch.com

 

 

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Commercial Lines Account Executive - EDMONTON

Are you looking for a role that utilizes your entire skillset and gives you the opportunity to work with complex accounts? Our client is excited to give you tremendous career growth potential!

Are you looking for a role that utilizes your entire skillset and gives you the opportunity to work with complex accounts? Our client is excited to give you tremendous career growth potential!

Our client is an extremely established and professional brokerage that can provide you with the tools you need to succeed in today’s marketplace. They offer a fast-paced office environment and pride themselves on cultivating the best talent in the insurance industry.

Be a part of an organization that promotes education and career development so you can be at the top of your game as an insurance professional.

 

The Role You Will Play:

  • Working as a part of a team in order to provide exceptional, well-rounded service
  • Build long-term professional relationships with clients and other insurance professionals
  • Retain and grow a book of commercial lines business with a focus on mid-market to large commercial business.
  • Participate in and lead client presentations
  • Research each client’s business and marketplace in order to give knowledgeable advice and recommendations based on their unique needs.

 

Background Profile:

  • Proven track record in commercial lines insurance
  • Level 2 General Insurance License
  • CIP or other designation would be an asset
  • Experience working with complex mid-market and large commercial accounts
  • Exposure to oil & gas and transportation accounts
  • A focus on professionalism and customer service
  • Strong desire to succeed in a team-focused office
  • Ability to prioritize and multi-task in a fast-paced environment

 

If you are interested in more details please email your resume to barb@perkinsprosearch.com and we will give you a call!

 

 

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Commercial Lines Producer - EDMONTON

If you want to be a part of an ever-expanding team in an organization that has strong local presence, this may be the perfect opportunity to catapult your career forward!

If you want to be a part of an ever-expanding team in an organization that has strong local presence, this may be the perfect opportunity to catapult your career forward!

Our client is a well-recognized insurance brokerage who is currently looking to add to their existing sales team in Edmonton. They are actively seeking an individual with extraordinary sales and relationship building skills for a Commercial Lines Account Executive role.

The successful candidate will have a strong background in driving commercial lines sales, be a team player, humble, and resourceful. This is a one of a kind role that will allow you to utilize your exceptional networking and communication skills.

Responsibilities:

  • Attend industry events in order to network and expand your exposure with current and prospective clients
  • Establish new business relationships through your existing network
  • Generate new business through warm and cold leads
  • Reach sales targets based on expected growth rate
  • Work within a collaborative and team-oriented environment

 

Qualifications:

  • A minimum of 1 year of proven commercial lines sales experience
  • CIP designation would be an asset
  • Must have a valid driver’s license as some travel will be required
  • Self-driven and sales oriented
  • Ability to work within a team, and ask questions when needed
  • Exceptional customer service, communication and prioritizing skills are required
  • Must possess the skills to create long lasting professional relationships

 

If you feel you would be the right fit for this role, please send your resume to barb@perkinsprosearch.com

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VIP Personal Lines Broker - EDMONTON

Do you want the opportunity to catapult your career forward with one of the largest brokerages in Edmonton? Keep reading for more details!

 

Do you want the opportunity to catapult your career forward with one of the largest brokerages in Edmonton? Keep reading for more details!

Our client is an extremely established and professional brokerage that can provide you with the tools you need to succeed in today’s marketplace. They offer a fast-paced office environment and pride themselves on cultivating the best talent in the insurance industry. Be a part of an organization that promotes education and career development so you can be at the top of your game as an insurance professional.

 

The Role You Will Perform:

  • Working as a part of a team in order to provide exceptional, well-rounded service
  • Working with the brokerage’s most valued client and providing them with top tier customer service
  • Build long-term professional relationships with clients and other insurance professionals
  • Following up on sales leads from the commercial department to grow the book of business
  • Maintain a high focus on both retention of existing business and growth of new business
  • Grow existing book of business through referrals, cross selling, and upselling

 

Background Profile:

  • Proven track record in personal lines insurance
  • A focus on professionalism and customer service in a sales environmeant
  • Strong desire to succeed in a team-focused office
  • Ability to prioritize and multi-task efficiently
  • Comfortable with making presentations and proposals to potential clients

 

If you are interested in more details please email your resume to barb@perkinsprosearch.com and we will give you a call!

 

 

 

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Surety Broker - EDMONTON

This unique opportunity will allow you to work within a proven commercial lines brokerage on an established surety book of business.

 

This unique opportunity will allow you to work within a proven commercial lines brokerage on an established surety book of business.

Our client is a globally recognized insurance brokerage who is currently looking to expand their commercial product line into the Edmonton area. They are actively seeking an individual with strong surety background and relationship building skills for a Surety Broker role.

This role consists of developing and servicing a book of surety business by following up on leads from Account Executives, cross-selling, up-selling, and making presentations. You will be fully supported by a back end team and structured management system that will provide you with all of the tools you need for success.

Responsibilities:

  • Ensure that bonds are completed accurately and efficiently.
  • Gather the necessary information to generate bid bonds, final bonds, and reference letters.
  • Liaise with the surety companies requesting bond approvals.
  • Participate in presentations to clients on how bonds will help their organization’s success
  • Work as a part of a team to generate and follow up on leads from other departments.
  • Monitor annual and quarterly monitoring as required by Surety companies.
  • Manage annual bid bond service fees.
  • Act as the first point of contact for each of the assigned accounts.
  • Manage and oversea commercial bonds.

 

Qualifications:

  • Must have a Level 2 Insurance License.
  • 5+ years of surety/bonding experience.
  • Strong understanding of financial statements.
  • Ability to work well in a team environment.
  • Proven ability to build and maintain long lasting business relationships with key business partners and clients.
  • Knowledge of Microsoft Office and EPIC would be an asset.
  • Strong ability to multi task and meet deadlines.
  •  Effective written and verbal communication skills.

Please send your resume to barb@perkinsprosearch.com

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Employee Benefits Consultant - EDMONTON

Are you ready to take your background in Sales and Benefits to the next level? This exciting role will utilize all of your benefits expertise and will allow you to work for a dynamic and growing organization.

 Are you ready to take your background in Sales and Benefits to the next level? This exciting role will utilize all of your benefits expertise and will allow you to work for a dynamic and growing organization.

Our client is a globally recognized insurance brokerage who is seeking an experienced Benefits Consultant to expand their Edmonton market. They are actively seeking an individual with a proven track record in sales for benefits and life insurance.

If you are self-motivated, a team player, and a natural relationship builder, this is the role for you! You will be fully supported by a structured management team that will provide you with all of the tools you need for success.

Responsibilities

  • Produce new business through networking and various other means of prospecting;
  • Negotiate competitive terms with insurers and service providers
  • Ensure outstanding customer service is being provided at all times with a focus on client retention
  • Participate in industry functions and create strong relationships with prospective clients and industry professionals
  • Prepare presentations for clients based on their unique needs

 

Position Requirements

  • A related university degree would be an asset
  • At least 3 years of benefits experience
  • Life License in good standing;
  • A strong technical knowledgebase of all related products and markets
  • Exceptional communication skills and a strong priority on customer service.
  • The ability to flourish in a collaborative environment.
  • A passion for creative and innovative problem solving
  • Detail-oriented and organized.

 

If you think you would be a good fit or you would like more information, please email your resume to barb@perkinsprosearch.com

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Commercial Lines Account Manager — Hindi and Punjabi would be an asset! - EDMONTON

Do you feel like you are stagnating in your current role? Why not kick start your career with a brokerage that prides itself on an employee-first culture with lots of development opportunities!

Do you feel like you are stagnating in your current role? Why not kick start your career with a brokerage that prides itself on an employee-first culture with lots of development opportunities!

Our client is a fast-growing and dynamic brokerage that promotes innovative and creative insurance solutions. If you are an out of the box thinker and brimming with great ideas, this is the place for you! They offer their clients with specialized programs so that you are able to focus on delivering excellent customer service and building strong professional relationships.

They offer a corporate culture with an emphasis on team work, development, and work tirelessly at being leaders in the marketplace. You will receive an extremely competitive compensation with a generous incentive package.

 

The Role You Will Play:

  • Provide outstanding service to the existing book of business.
  • Working alongside and Account Executive to provide exceptional level of service to clients
  • Negotiating terms and conditions with insurance providers and making presentations to clients
  • Keeping in touch with policyholders
  • Informing clients about new products
  • Checking and processing of policy documents, renewals, endorsements and cancellations

 

Background Profile:

  • 1+ years of experience in commercial insurance
  • Ability to speak Hindi or Punjabi would be a large asset
  • A creative problem solver who thrives in a collaborative environment
  • Exceptional follow-up and communication skills
  • Self-motivated and driven to succeed

 

If you feel like you would be a good fit for this role or you would like more details, please send your resume to barb@perkinsprosearch.com and we will give you a call!

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Brokerage Branch Manager - YELLOWKNIFE

Do you have a proven track record as a high-energy, motivational leader? Of do you feel ready to take that next step into a leadership role? If so, this brokerage may hold the opportunity you’ve been looking for.

Do you have a proven track record as a high-energy, motivational leader? Of do you feel ready to take that next step into a leadership role? If so, this brokerage may hold the opportunity you’ve been looking for.

Our client is a brokerage that is truly dedicated to its clients and maintaining high levels of customer service.  They are seeking to hire an experienced Insurance Branch Manager to join and lead a team of 3 staff in Yellowknife. The successful individual will have proven leadership capabilities and a sound technical insurance background in either Personal or Commercial Lines.

Relocation assistance would be provided if needed.

Responsibilities

  • Communicate and execute sales and service processes within the branch.
  • Ensure branch is operating efficiently and effectively.
  • Manage the day-to-day operations of the branch.
  • Coach, mentor, and support all staff members while ensuring they are fully engaged.
  • Motivating employees to reach the organization’s goals as a team.
  • Act as the face of the organization in the community by getting involved with local networking associations
  • Managing and reviewing work flow processes to ensure a high level of efficiency
  • Work closely with both the commercial and personal lines departments and monitoring performance statistics
  • Participate in human resources functions such as interviewing, hiring, and performing annual reviews

Qualifications

  • Preference will be given to candidates with CIP, FCIP, or other post-secondary education
  • Strong commercial lines or personal lines experience
  • Extremely strong communication skills with the ability to motivate others.
  • Strong knowledge of the insurance industry as a whole, and a passion for keeping up to date on trends and changes.
  • The ability to get a Level 3 License or currently hold it
  • Ability to lead by example in a fast paced environment.
  • An entrepreneurial spirit and a strong desire to grow
  • A community-minded mentality and the ability to get involved in local events and groups

If you feel you are a good fit for this position, please send your resume to barb@perkinsprosearch.com

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Employee Benefits Consultant - CALGARY

Are you ready to take your background in Sales and Benefits to the next level? This exciting role will utilize all of your benefits expertise and will allow you to work for a dynamic and growing organization.

 

Are you ready to take your background in Sales and Benefits to the next level? This exciting role will utilize all of your benefits expertise and will allow you to work for a dynamic and growing organization.

Our client is a globally recognized insurance brokerage who is seeking an experienced Benefits Consultant to expand their Calgary market. They are actively seeking an individual with a proven track record in sales for benefits and life insurance.

If you are self-motivated, a team player, and a natural relationship builder, this is the role for you! You will be fully supported by a structured management team that will provide you with all of the tools you need for success.

Responsibilities

  • Produce new business through networking and various other means of prospecting;
  • Negotiate competitive terms with insurers and service providers
  • Ensure outstanding customer service is being provided at all times with a focus on client retention
  • Participate in industry functions and create strong relationships with prospective clients and industry professionals
  • Prepare presentations for clients based on their unique needs

 

Position Requirements

  • A related university degree would be an asset
  • At least 3 years of benefits experience
  • Life License in good standing;
  • A strong technical knowledgebase of all related products and markets
  • Exceptional communication skills and a strong priority on customer service.
  • The ability to flourish in a collaborative environment.
  • A passion for creative and innovative problem solving
  • Detail-oriented and organized.

 

If you think you would be a good fit or you would like more information, please email your resume to barb@perkinsprosearch.com