Found Description
Enhance client satisfaction as a Personal Insurance Account Manager with All Insurance Ltd in South Edmonton. This fully in-office role focuses on providing top-notch personal insurance services and support.
Ideal candidates will possess experience working in personal insurance brokerage settings. Your responsibilities will include direct customer interactions, maintaining organized client files through Applied Epic, and overseeing renewals for insurance policies. All Insurance Ltd encourages career growth and emphasizes mental well-being among team members.
Key Responsibilities:
• Provide proactive customer service in person, by email, and phone
• Maintain accurate client records within Applied Epic
• Review and manage client renewals effectively
• Collaborate with colleagues to ensure seamless service
• Undertake any additional responsibilities as assigned
Requirements:
• A valid Level 1 Insurance License in Alberta is mandatory
• Level 2 Insurance Licen...
Ideal candidates will possess experience working in personal insurance brokerage settings. Your responsibilities will include direct customer interactions, maintaining organized client files through Applied Epic, and overseeing renewals for insurance policies. All Insurance Ltd encourages career growth and emphasizes mental well-being among team members.
Key Responsibilities:
• Provide proactive customer service in person, by email, and phone
• Maintain accurate client records within Applied Epic
• Review and manage client renewals effectively
• Collaborate with colleagues to ensure seamless service
• Undertake any additional responsibilities as assigned
Requirements:
• A valid Level 1 Insurance License in Alberta is mandatory
• Level 2 Insurance Licen...
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