- Respectful and seek direction
- Detail-oriented with a strong follow through
- Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service;
- A key emphasis on building rapport and relationships and ensuring that strong long-term relationships are created by providing an industry leading level of support to clients in maintaining their insurance needs;
- Determine customer needs, negotiate coverages and terms, respond to complaints and inquiries, and process transactions;
- Timely follow up on outstanding documents from the Insured or Insurer;
- Process documents including new business, renewals and endorsements within EPIC;
- Assist in preparing renewals;
- Ensure EPIC workflows are followed including maintaining and updating claims information;
- Ensure accurate and timely servicing and invoicing of accounts; and
- Other duties as required.
- An academic background consisting of post secondary education, certificates, industry programs, etc. is preferred;
- Willing to invest time in extensive training and obtaining insurance industry related professional designations such as CIP, CRM and CAIB;
- Must hold a General Insurance License;
- A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience;
- Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability;
- Advanced skills in Microsoft Office Suite;
- Experience with internal Broker Management Systems (EPIC) considered an asset.
-
Account Associate, Commercial Lines
41 minutes ago
Lloyd Sadd Kelowna, CanadaAbout Lloyd Sadd: · Lloyd Sadd Insurance Brokers Ltd. is one of Alberta's largest and most respected independent insurance brokerages representing a diverse portfolio of thousands of individual and corporate clients. Founded in 1941 and built on a solid foundation of relationship ...
-
Hub International Kelowna, CanadaHi, we're HUB · We are proud to be ranked 5th among the world's largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you're at the center of a vast network of risk, insurance, employee benefits, retirement ...
-
Commercial Insurance Advisor
3 days ago
Interior Savings Kelowna, Canada**_Looking for the flexibility to spend some time working from your home office? This position is available for hybrid work. Successful applicant will reside in Kelowna or Kamloops as travel will be required within the region._** · As a Commercial Insurance Advisor your professio ...
-
Brick & Stonemason
1 day ago
Argus Properties Kelowna, Canada**Business Operating as**: Argus Properties Ltd. · **Position Title**: Brick and Stone Mason · **Number of Available Position(s)**: 2 · **Terms of Employment**: Full time & permanent, 32-40hrs/week, 8hrs/day. · **Wage**: $34.00 to $38.00 Hourly · **Benefits**: · - Employee and Fa ...
-
Aircraft Refueler
6 days ago
Carson Group of Companies Kelowna, CanadaAre you looking for a good work/life balance? · Here we grow again The Carson Group of Companies is currently seeking a full-time Aircraft Refueler/Line Tech to join our team at the Kelowna Shell Aerocenter. This role will involve working a 4 on/4 off schedule, with 12 hour days ...
-
Branch Team Leader
1 week ago
Acera Insurance Ltd Kelowna, CanadaWe put our people first. As an employer of choice, Acera Insurance, formerly CapriCMW Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ · - Our people are:_ · - _Encouraged to challenge the status quo and never ...
-
Rental Manager
5 days ago
Dawson Group Kelowna, Canada**Dawson Idealease** // Are you looking for a chance to be part of something big, something meaningful, something important? How about keeping our vital transportation infrastructure — our roads, highways and bridges — safe for B.C. families and businesses · Dawson Idealease is a ...
-
Credit Analyst Ii
1 day ago
TD Bank Kelowna, Canada**Credit Analyst II**: · BR · **Job Category - Primary** · - Commercial Banking · **Work Location** · - 1633 Ellis Street · **Employment Type** · - Regular · **City** · - Kelowna · **Time Type** · - Full Time · **Province/State** · - British Columbia · **Hours** · - 37.5 · **Work ...
-
Receivable Clerk Position
1 week ago
CapriCMW Kelowna, Canada**The Company** · CapriCMW is a uniquely independent, employee-owned insurance and risk management company, recognized as one of Canada's top commercial insurance brokers. With decades of experience and specialized knowledge in local sectors, CapriCMW has served as trusted adviso ...
-
Shop Worker
1 day ago
COLONIAL COUNTERTOPS LTD. Kelowna, Canada**Please note that at the moment we consider only applicants who are currently in Kelowna, BC, and are allowed to work in Canada.** · **About our company** · Established in 1970, Colonial Countertops brings over 50 years of excellence to the industry. Founded by Roko Kliman three ...
-
Heavy Equipment Operator
1 day ago
LMC Equipment Kelowna, CanadaLMC is a family owned business that was established in 2017. We manage and build both residential and commercial projects and are looking for an experienced, motivated individual to join our growing team. · LMC's Current Fleet Includes: · - Next gen CAT Mini Excavators (308, 306, ...
-
Associate Brand Manager, West
1 week ago
Andrew Peller Limited Kelowna, Canada**_#BeExtraordinary_** · - At Andrew Peller Limited (APL), we deliver the perfect brand experience for every lifestyle, occasion, and generation. Through collaboration, open communication, honesty, drive to win, and accountability, _**_we inspire teammates to be extraordinary eve ...
-
Inside Sales Representative
1 week ago
ADENTRA Kelowna, Canada**About Hardwoods** · - **Hardwoods Specialty Products**_ is the recognized premier distributor of decorative surfaces, high-grade hardwood lumber, sheet goods, and architectural grade building products serving the residential and commercial construction markets. Operating 32 dis ...
-
Contract Manager
5 hours ago
Bouygues Energies and Services Canada Kelowna, CanadaKelowna, BC, Canada Req #231 · Wednesday, April 17, 2024 · At Bouygues Energies and Services we aim to foster work environments that are client focused, results-orientated and collaborative. Bouygues Energies & Services is a leading provider of Facility Management services to a r ...
-
Contract Manager
1 week ago
Bouygues Energies and Services Canada Limited Kelowna, CanadaAt Bouygues Energies and Services we aim to foster work environments that are client focused, results-orientated and collaborative. Bouygues Energies & Services is a leading provider of Facility Management services to a range of clients across Canada and, through our parent compa ...
-
Contract Manager
1 week ago
Bouygues Energies & Services Kelowna, CanadaAt Bouygues Energies and Services we aim to foster work environments that are client focused, results-orientated and collaborative. Bouygues Energies & Services is a leading provider of Facility Management services to a range of clients across Canada and, through our parent compa ...
-
Production Print Field Service Technician
5 days ago
Konica Minolta Business Solutions (Canada) Ltd. Kelowna, CanadaOverview: · **Join Our Team as a Production Print Field Service Technician** · Are you passionate about providing top-notch technical support and problem-solving within the production print environment? We're searching for a skilled Production Print Field Service Technician to b ...
-
Scotiamcleod Branch Operations Assistant
1 week ago
Scotiabank Kelowna, CanadaRequisition ID: 173461 · As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecti ...
-
Power Saw Operator
5 days ago
The Davey Tree Expert Company West Kelowna, CanadaPower Saw Operator · **Additional Locations**: Kamloops · **Primary Locations**:British Columbia, West Kelowna, 1240 Industrial Road, V1Z 1G5 · **Requisition ID**:184459 · **Position Overview**: · As a Chain Saw Operator, you will play a critical role supporting our client by ens ...
-
Customer Service Representative
1 week ago
WCGWCUUS Penticton, Canada**Waste Connections of Canada** is a leading non-hazardous solid waste management in North America. We are looking for a SAFETY inclined, energetic, autonomous, and proactive team player who is capable of making a difference in his/her team and community. · We have an immediate o ...
Account Associate, Commercial Lines - Kelowna, BC, Canada - Lloyd Sadd Insurance Brokers
Description
THE ROLE:
The Account Associate is a blended role of Account Assistant and Account Manager. The Account Associate plays a central role in renewing existing accounts by servicing clients in assessing and fulfilling their needs to the highest standards of satisfaction. The Account Associate is an advisor responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business.
As an Account Associate, you are an Artisan, accommodating and analytical while producing highly precise and accurate work. You are;
Requiring strong structure and adherence to the rules
WHAT YOU'LL DO:
WHAT WE REQUIRE:
Lloyd Sadd is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.
#J-18808-Ljbffr
Account Associate, Commercial Lines professionals in Kelowna
-
Hudson Chen
Project Controls Specialist
-
James Cameron
production worker
-
Rajpreet Lidhar
Student at UBCO