Support commercial insurance accounts remotely with solid organization, time management, and policy-processing skills. This Associate Account Manager role assists the Business Development Manager.
As an Associate Account Manager in Commercial Lines, you will support the Business Development Manager with daily account administration. The work includes checking policy accuracy, processing transactions, preparing proposals, and issuing invoices. You will also maintain electronic files using systems such as Applied EPIC or Policy Works.
Key Responsibilities: Check policy and endorsement accuracy
Process new, renewal, cancellation, and endorsement requests
Prepare new and renewal proposals
Issue invoices according to company standards
Review and prioritize assigned daily tasks
Requirements: Level I General Insurance License required
Proficiency in Excel and Outlook
Experience with a Broker Management System
Knowledge of Applied EPIC, Policy Works, or Indio
Insurance industry experience is an asset
Apply commercial insurance administration, organization, and systems skills while supporting accurate account service remotely.

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📌 Commercial Lines Account Manager (Alberta)
🏢 Cal LeGrow Insurance & Financial Group
📍 Alberta