Client Service Representative

About the Role

A-Kan Insurance is looking for a motivated, detail-oriented, and customer-focused Client service Representative to join our growing team.

The ideal candidate will be responsible for managing policy renewals, handling day-to-day client servicing, maintaining strong client relationships, and identifying opportunities to upsell and cross-sell insurance products.

We are looking for someone who takes ownership of their accounts, works proactively, and is committed to delivering exceptional customer service while contributing to the brokerage's growth.

Key Responsibilities

• Manage commercial insurance renewals, ensuring timely processing, competitive quotations, and strong client retention.
• Handle day-to-day servicing requests, including endorsements, cancellations, reinstatements, certificates of insurance, and policy changes.
• Maintain strong client relationships through proactive communication, follow-ups, and prompt resolution of inquiries.
• Identify upselling and cross-selling opportunities by reviewing existing coverages and recommending suitable insurance products.
• Coordinate with insurers and underwriters for quotations, approvals, policy documents, and outstanding requests.
• Assist clients with billing inquiries, payment plans, and other policy-related concerns.
• Maintain accurate client records, renewal trackers, and follow-up reports while ensuring deadlines are met.
• Collaborate with the sales, service, and accounting teams to improve workflows, achieve targets, and deliver excellent customer service.

Qualifications & Requirements

• Previous experience in commercial insurance servicing or account management preferred.
• Alberta General Insurance Level 1 Licence preferred.
• Strong knowledge of commercial insurance products, coverages, and underwriting processes.
• Experience handling commercial renewals, endorsements, and client servicing requests.
• Strong communication, negotiation, and relationship-building skills.
• Sales-oriented mindset with the ability to identify upselling and cross-selling opportunities.
• Excellent organizational and time-management skills.
• Ability to manage multiple accounts and meet deadlines.
• Proficiency in Microsoft Outlook, Excel, and insurance brokerage management systems.
• Ability to work both independently and collaboratively.

What We Offer

• Competitive compensation based on experience and qualifications.
• Opportunities for career growth and professional development.
• Supportive and collaborative team environment.
• Exposure to a wide range of commercial insurance products and markets.
• Opportunity to develop both insurance servicing and sales skills.

Pay: $60,000.00-$80,000.00 per year

Licence/Certification:

• General Level 1 License (required)

Work Location: In person