Alteri Insurance’s Mission: Bring Clarity to Insurance

Alteri Insurance isn’t your typical brokerage. Backed by strategic investor Southampton Financial, we’re a rapidly growing, forward-thinking firm built for entrepreneurial professionals who want more control over their success.

Our mission is to empower our team to thrive in today’s insurance landscape by combining a relationship-driven approach with innovative tools, and strong support infrastructure.

We’re looking for a motivated, Level 2 Licensed Account Manager to join our high-performance team remotely. Depending on the regions you’ll be serving, successful candidates may be required to obtain additional provincial licenses, with support provided by Alteri.

In this role, you will provide clients with exceptional service, giving them confidence in having their insurance needs with Alteri. This chance is made for brokers who value solid client relationships and can provide top service while thriving in a fast-paced, innovative environment that values performance and autonomy.

This is a remote position that requires a reliable home workspace with consistent availability throughout your shift. We are open to exceptional candidates and are excited to connect with great producers across Canada.

Key Accountabilities:

1. Build and maintain strong relationships with clients by understanding their insurance needs and providing exceptional customer service. You will be working with our high-performing team supporting our top-end brokers.

2. Conduct thorough assessments of client's insurance requirements, analyze their existing coverage, and recommend appropriate insurance solutions to address their unique needs

3. Handle policy endorsements, renewals,



and policy adjustments promptly and accurately, ensuring compliance with insurance regulations and company guidelines.

4. Assist clients in the claims process, acting as a reliable point of contact and guiding them through the necessary steps to ensure a seamless claims experience.

5. Stay up to date with the latest insurance products, industry trends, and regulatory changes to effectively educate and advise clients on available coverage options.

6. Identify opportunities to upsell or cross-sell additional insurance products that align with the client's needs, increasing customer satisfaction and company revenue.

7. Maintain accurate and organized client files, ensuring all interactions and transactions are properly documented in compliance with company policies and procedures.

8. Collaborate with a team of insurance professionals, sharing knowledge, providing support, and contributing to a positive and inclusive work environment.

Qualifications and Competencies:

- Post-secondary education and/or equivalent on the job experience
- 2+ years’ experience in the insurance industry, with a focus on commercial lines insurance
- Must have your General Insurance License Level 2 (or higher) in British Columbia.
- Strong understanding of insurance products, regulations and best practices.




- Exceptional customer service skills with a genuine passion for helping others and providing personalized insurance solutions tailored to our clients.
- Excellent verbal and written communication skills
- Detail-oriented and adept at managing multiple tasks simultaneously, ensuring accuracy and meeting deadlines in a fast-paced environment.
- A collaborative mindset, working effectively within a team to achieve shared goals while fostering a positive and supportive work culture.
- Proficiency with computer applications including EPIC (Broker Management System).

WORKING AT ALTERI INSURANCE

Our mission is to cultivate a workforce that is diverse and inclusive, with an unwavering commitment to creating an open, equitable, and respectful workplace for all. We are deeply dedicated to fostering an environment where every individual is genuinely respected, included, and empowered to contribute their unique perspectives and talents.

We encourage submissions from candidates who represent the various dimensions of diversity. We are committed to providing barrier-free and accessible employment practices.

Alteri Insurance is an equal-opportunity employer and provides accommodation upon request to ensure all candidates feel comfortable and supported throughout the selection process.

Pay: $60,000.00-$70,000.00 per year

Advantages:

- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Vision care
- Work from home

Application question(s):

- Do you have a Level 2 General Insurance License for any province in Canada?
- Do you have a license from the Registered Insurance Brokers of Ontario (RIBO)?

Experience:

- Commercial Insurance Service: 2 years (required)

Work Location: Remote

📌 Account Manager (Commercial Insurance Service Broker) (Canada)
🏢 Alteri Insurance
📍 Canada