Associate, Commercial Insurance - Ottawa, Canada - BMS Canada Risk Services Ltd.

BMS Canada Risk Services Ltd.

Verified Company

Ottawa, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Position Title:
Associate, Commercial Insurance

Location:
Ottawa, ON

Summary of Position:

Are you passionate about delivering outstanding customer service and someone who wants to build and nurture long-term relationships with insurance partners, clients and your team members? Are you eager to learn, hungry to grow, and committed to results?

As an Associate, you will work directly alongside our Commercial brokers as well as team members in the broader Affinity and Canadian business.

This is an ideal opportunity for someone who is looking to build a career with a dynamic team as a broker.

This role is a great way to learn about multiple kinds of insurance, negotiation and technical details as well as the processes to acquire new business and facilitate policy renewals.

Each day in this role could include:

Processing commercial insurance renewals, policy changes, new business and cancellations
Comparing data on documents received from the insurer and match to the changes requested or compare renewals and data within the client file
Working within our broker management system (EPIC) to update client files, attach documents, input changes etc.
Communicating invoicing instructions and billing changes to our accounting department and payment followups with the client
Preparing reports, certificates, draft proposals and other documents as required for the commercial brokers
Data input and sorting for renewal lists and tracking sheets
Monitoring general inboxes and triaging requests
General follow ups with insurer and clients, including sending original renewal notifications, following up for policy documents, follow ups for outstanding information, etc.
Support to the commercial team on various projects
Support and research for business development initiatives
Providing timely and professional customer service on existing and new client accounts
Ability to become a broker on client files (licensing required)

Knowledge, Skills, Abilities

Obtain/sort documents and information quickly
Proficient in data entry and strong attention to detail
Ability to meet deadlines and work in a fastpaced, highvolume environment
A positive attitude and a willingness to share knowledge and insight with the team
Effective communication skills both written and oral
Excellent negotiation skills
Strong conflict resolution skills with the ability to influence decisions and gain agreement and support
A resultsoriented professionalism with a strong work ethic
Experience with broker management systems
Applied Epic and Policy Works would be beneficial

Qualifications and Experience

RIBO license, or willingness to obtain
Knowledge of Microsoft office, Teams, Excel
Computer efficiency and ability to learn to use new software systems
Prior experience in a brokerage or with an insurer considered an asset
Prior experience working in an office or in a team environment
Customer service experience is an asset
Postsecondary education or equivalent industry experience

Who We Are & What We Offer

BMS Canada is a division of BMS Group Ltd., a specialist Lloyd's Insurance Brokerage with more than 750 staff across 25 global offices throughout Canada, USA, Australia, Europe and Asia, and is headquartered in London, UK.

BMS is a Canadian-owned insurance brokerage and prides itself on its entrepreneurial spirit and focus on leading service.

BMS Canada has been recognized as a Top Brokerage and Top Insurance Workplace. Our teams work collaboratively with our global offices to deliver innovative insurance and risk management solutions.

We invest in our people and believe in supporting each team member's growth and development.

We provide:

Competitive compensation and benefits, including health & wellbeing allowance
Paid vacation
Ability to buy company shares
Opportunities to grow and define your own career path as a broker
Centrally located office (Lansdowne)
Paid underground parking
Opportunity to attend industry events
Team social events, including summer activities and office holiday parties

You'll love being part of our dynamic team of smart, energetic, motivated people who work hard to achieve results and enjoy having fun

Additional Details