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Insurance broker Jobs in Okotoks, AB

Last updated: 3 days ago
  • Promoted
Client Manager, Commercial Insurance

Client Manager, Commercial Insurance

Lloyd SaddAlberta, Canada
Full-time
The Client Manager is an expert advisor responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, ...Show moreLast updated: 10 days ago
Remote Commercial Insurance Account Executive

Remote Commercial Insurance Account Executive

Impact RecruitmentRemote, Alberta, Canada
CA$80,000.00–CA$150,000.00 yearly
Remote
Permanent
Sell Commercial insurance products with a consultative approach.Proactively engage with new business prospects.Analyze clients' needs, advising them on different policies.Provide tailor-made soluti...Show moreLast updated: 30+ days ago
Crisis Management Broker

Crisis Management Broker

AonAlberta, Canada
CA$100,000.00 yearly
Are you curious by nature? Interested in news and what is going on around the globe? Make a difference for a customer drives you? Do you like being part of THE team in the market? If so, this oppor...Show moreLast updated: 30+ days ago
Remote Insurance Agent

Remote Insurance Agent

Globe Life AIL - Marisone NavorStrathcona County, AB, CA
Remote
Full-time
Quick Apply
Join the fastest-growing Insurance Company in US and Canada! Are you a energetic, adaptable and ready for a challenge? We’re a fast-growing company looking for Remote Insurance Agent.At AO GL...Show moreLast updated: 3 days ago
  • Promoted
Remote Insurance Benefits Representative

Remote Insurance Benefits Representative

InsureTalent StaffingWood Buffalo, AB, Canada
Remote
Full-time
Globe Life American Income Division (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing c...Show moreLast updated: 15 days ago
Join the Insurance Industry - Benefits Sales Position

Join the Insurance Industry - Benefits Sales Position

American Income Life AO - Melinda-Rae LyseAB, CA
Quick Apply
Are you ready to embark on a transformative journey where your location knows no bounds? Join AO, a trailblazing company that empowers you to work from anywhere, learn from industry titans, and eme...Show moreLast updated: 20 days ago
Insurance Solutions Specialist

Insurance Solutions Specialist

American Income Life : AO - Marshall FernandezAB, CA
Full-time
Quick Apply
Join Our Team : Remote Insurance Specialist Are you passionate about helping others secure their future? Are you self-motivated, organized, and thrive in a remote work environment? What We’re ...Show moreLast updated: 11 days ago
  • Promoted
Remote Insurance Benefits Representative

Remote Insurance Benefits Representative

InsureMatch StaffingWood Buffalo, AB, Canada
Remote
Full-time
Globe Life American Income Division (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing c...Show moreLast updated: 15 days ago
Commercial Underwriter (P&C) - All levels (Remote / hybrid within Alberta)

Commercial Underwriter (P&C) - All levels (Remote / hybrid within Alberta)

Wawanesa InsuranceAnywhere - Alberta
CA$75,000.00–CA$90,000.00 yearly
Remote
We're proud to give our employees the flexibility to choose how and where they want to work.In this role, you can decide whether your preference is to work from home (remote), work from the office ...Show moreLast updated: 30+ days ago
Commercial Property Manager

Commercial Property Manager

Recruitment PartnersAlberta, CA
Our client is searching for a Commercial Property Manager to join their team.This role will be responsible for managing a commercial portfolio and leading an efficient and profitable operation.A su...Show moreLast updated: 18 days ago
  • Promoted
Cost Controls Engineer

Cost Controls Engineer

NES FircroftAB, Canada
Full-time
Fort McMurray, AB (FIFO provided from Calgary and Edmonton only).February 17, 2025 (1 year contract with high likelihood of extensions). The Cost Control Engineer will perform or coordinate effort f...Show moreLast updated: 5 days ago
  • Promoted
Remote Insurance Benefits Representative

Remote Insurance Benefits Representative

HSSWood Buffalo, AB, Canada
Remote
Full-time
Globe Life American Income Division (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing c...Show moreLast updated: 15 days ago
  • Promoted
Remote Insurance Benefits Representative

Remote Insurance Benefits Representative

Hire Standard StaffingWood Buffalo, AB, Canada
Remote
Full-time
Globe Life American Income Division (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing c...Show moreLast updated: 15 days ago
Commercial Lines Account Manager (SBU) Small Business Unit

Commercial Lines Account Manager (SBU) Small Business Unit

Leibel Insurance GroupAlberta
CA$25,000.00 yearly
Full-time
The ideal candidate will be an energetic team member who has a solid understanding of commercial lines products, demonstrates client focus, and the ability to offer alternative options to clients.W...Show moreLast updated: 30+ days ago
Surface Land Administrator

Surface Land Administrator

Scott Land LtdAlberta
CA$54,878.00–CA$61,379.00 yearly
Surface Land experience in Alberta.Working knowledge of surface land procedures, relevant land legislation and regulations. High proficiency in Microsoft Office products with strong Excel skills, an...Show moreLast updated: 30+ days ago
  • Promoted
Senior Account Executive

Senior Account Executive

CMB Insurance BrokersGreater Edmonton Metropolitan Area, Canada
Full-time
Under the direction of the Branch President, the Senior Producer’s primary responsibility will be to build a book of business from leads generated by the BDR team and yourself.In this role, you wil...Show moreLast updated: 22 days ago
AVP, Brokers Advisors

AVP, Brokers Advisors

Homewood HealthAB, CA
CA$75,000.00–CA$85,000.00 yearly
Full-time
Make a difference in a growing, innovative mental health organization and centre of excellence in people-centered care.Work with supportive colleagues who are passionate about improving lives and c...Show moreLast updated: 30+ days ago
Commercial Insurance Marketing Broker

Commercial Insurance Marketing Broker

Westland InsuranceAnywhere - Alberta
CA$60,000.00–CA$120,000.00 yearly
Commercial Insurance Marketing Broker.Alberta, Canada Req #3135 Friday, June 28, 2024.Commercial Insurance Marketing Broker (hybrid). Are you searching for new possibilities?.Westland Insurance Grou...Show moreLast updated: 30+ days ago
Insurance Advisor Life, Health & Wealth

Insurance Advisor Life, Health & Wealth

0000055739 RBC Insurance Agency Ltd.OKOTOKS, Alberta, Canada
CA$50,000.00 yearly
As an accredited Life & Wealth Advisor (HLLQP / LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.Your drive to und...Show moreLast updated: 30+ days ago
Sr. Claims Representative Commercial

Sr. Claims Representative Commercial

DefinityAB, Canada
CA$48,700.00–CA$89,800.00 yearly
What can you expect in this role? .Provide prompt, courteous, accurate and fair claims service to all customers, internal and external. Manage complex and / or commercial auto claims.Fully explai...Show moreLast updated: 30+ days ago
Client Manager, Commercial Insurance

Client Manager, Commercial Insurance

Lloyd SaddAlberta, Canada
10 days ago
Job type
  • Full-time
Job description

THE ROLE :

The Client Manager is an expert 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. In addition, the Client Manager is responsible for the input of new business and marketing documents as well as other administrative duties as required to enhance the team’s overall effectiveness.

As an Client Manager, you are an Operator, patient, conscientious, relaxed and cooperative team worker. You are;

  • Affable, approachable, accommodating, and detail-oriented
  • Highly tolerant for systematic work
  • Respectful and accepting of others’ decisions.

WHAT YOU’LL DO :

  • Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service;
  • Actively engaged in supporting the growth of the company;
  • A key emphasis on building rapport and relationships through internal team mentorship and through external client relations;
  • Overseeing and mentoring Client Managers, Client Associates, and Client Coordinators including helping their career development by supporting them to attend client meetings as appropriate;
  • Delegate, develop, and coach the team to ensure timelines are being met;
  • Determine customer needs, negotiate coverages and terms, respond to complaints and inquiries, and process transactions;
  • Continue to review the client’s current coverage and exposures, loss experience and analyze risk to determine the product / service requirements in collaboration with the Senior Advisors;
  • Ensure EPIC workflows are followed including maintaining and updating custom forms;
  • Ensure accurate and timely servicing and billing of accounts; and
  • Other duties as required.
  • WHAT WE REQUIRE :

  • Demonstrated breadth across commercial insurance and depth with policy wordings and coverages within key industry sectors;
  • Level II license or equivalent and relevant industry experience required; preferred an academic background consisting of post secondary education, certificates, industry programs, such as CIP, CRM and CAIB or working towards;
  • Solid mentorship skills and teaming capability; the ability to lead and motivate, delegate, and rally colleagues;
  • 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 and internal Broker Management Systems (EPIC).
  • WHAT WE OFFER

  • Competitive Salaries based on knowledge and experience;
  • Comprehensive Benefits;
  • Matching RRSP Contributions;
  • Flexible Working Arrangements & Schedules;
  • Career development & Tuition Reimbursement;
  • Employee Discounts;
  • Health and Wellness Initiatives;
  • Referral Bonuses for both New Business and Talent;
  • A positive and safe work environment!
  • Attracting, developing, engaging, and retaining dedicated team members, is a critical component of Lloyd Sadd’s success. We commit ourselves to a culture that motivates and recognizes high performance through professional development opportunities which include progressive responsibilities, recognition for effort and rewards based on results.

    Ready to apply? We thought so!

    Qualified candidates are invited to email their resume and cover letter to : [email protected].

    Lloyd Sadd is actively committed to support 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.