Manages commercial insurance client relationships, identifies loss exposures, recommends coverage, supports sales and service, processes renewals, policy changes, and cancellations, and assists clients through claims. The role also involves lead management, collaboration with insurance partners, and maintaining current industry knowledge while delivering exceptional client service.

Manage commercial insurance client relationships from sales through service. Assess exposure to loss, recommend coverage, manage renewals, policy changes, and cancellations, support claims, convert leads using software, and collaborate with industry partners to deliver insurance solutions. The role emphasizes exceptional client service, clear communication, discretion, adaptability, and ongoing insurance-industry learning.

Sell personal lines insurance through phone, email, and incoming web leads. Build and retain client relationships, assess insurance needs, explain recommendations, apply basic underwriting knowledge, meet monthly sales quotas, and maintain accurate client records. The role requires strong communication, organization, confidentiality, customer service, and an Alberta Level 1 insurance broker license, with willingness to obtain Level 2 licensing.