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Account Manager I, CI
BrokerLink. Provide customers with prompt service, advice, and assistance understanding insurance .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service capabilities, effective communication skills, and the ability to manage multiple priorities in a fast-paced insurance environment. Proficient in processing insurance paperwork, negotiating with underwriters, and providing comprehensive support to clients.
Highest-signal resume keywords
Customer ServiceInsurance LicenseBilingual (French)Analytical SkillsOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance DocumentationPolicy ReviewQuote PreparationEndorsement ProcessingApplication Completion
Soft Skills
Verbal CommunicationWritten CommunicationTeam CollaborationTime Management
Certifications & Qualifications
Provincial Insurance LicenseCAIBCIP
Industry Keywords
Commercial InsuranceUnderwritingClaims ManagementInsurance CertificatesCross-Selling
About the role
Key responsibilities & impact- Provide customers with prompt service, advice, and assistance understanding insurance
- Discuss and address customer concerns
- Receive and process incoming Commercial paperwork
- Assist with customer quotes, write new business, review existing coverage, and update customer files
- Upsell and cross-sell insurance products
- Prepare documentation for insurers and complete applications for new clients
- Issue insurance certificates
- Process endorsements and invoices
- Follow up on payments
- Communicate with insurance companies
- Negotiate with underwriters on customers’ behalf
- Negotiate renewal terms
- Follow up with adjusters on claims status
- Source additional information requested by underwriters and complete applications
Requirements
What you’ll need- Must be comfortable being onsite 5 days a week
- Bilingual (French speaking) preferred, but not required
- A valid provincial insurance license or willingness to obtain one
- Industry accreditation (CAIB, CIP) would be assets
- Strong customer focus and administration skills
- Demonstrated ability to handle multiple priorities successfully
- Strong analytical and organizational skills
- Excellent verbal and written communication skills
- Ability to work as part of a team and independently
- Commitment to superior customer service
- Must be eligible to work in Canada from the anticipated start date and throughout employment
- No employer sponsorship or immigration-related support is provided
Benefits
Comp & perks- Flexible work arrangements
- Multiple benefits supporting physical and mental wellbeing
- Wellness account
- Share plan
- Other savings programs
- Annual bonus: 5% target based on base salary, with potential payout up to 200% subject to personal and company performance
- Employee Share Purchase Plan (ESPP) with BrokerLink matching a portion of contributions
- Group RRSP with company matching DPSP offerings
- Accessible environment and accommodations available during the selection process