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Join Our Team! 

Job type: Full-time, permanent
Location: Remote, or from our Calgary, Toronto, or Vancouver offices, as preferred
Reports to: Director of Operations

At EQUA, we're on a mission to put relationships first. A group of experienced insurance professionals who specialize in complex Canadian industries, we love working together to deliver results for our clients. We're seeking an Associate Client Executive Team Lead to join our quickly growing and passionate team.

With flexible hours, you'll work across all Canadian time zones to provide full client and broking support to Client Executives and broking teams.

Responsibilities include, but are not limited to the following. 

Team Lead duties:
  • Providing guidance and support to Associated Client Executives (ACE) and Client Service Representatives (CSR) relating to insurance knowledge and processing questions
  • Managing shared inboxes to assign requests to the ACE on the account
  • Managing workload capacity for ACE / CSR team during peak periods or team absences
  • Reviewing dashboards monthly to ensure:
    • All policies have been renewed across the ACE / CSR team
    • All invoicing has been billed prior to month end close
    • All won opportunities have been updated and closed
  • Ensuring the ACE / CSR team’s adoption of new or revised processes or systems
  • Assisting with new workflow testing to provide feedback to Director of Operations or the project manager
  • Providing process training to new employees
  • Providing recommendations to the Director of Operations for workflow efficiency, gaps, and system capabilities
Associate Client Executive duties:
  • Reviewing and maintaining expiration lists weekly and updating Renewals Manager in Epic
  • Determining renewal strategy plans with Client Executives and broking teams
  • Preparing pre-renewal schedules and communication to clients
  • Working closely with Client Executives and broking teams to prepare market submissions for new and existing accounts
  • Following up with insurers for quotes and preparing summaries of terms for review with Client Executives
  • Preparing proposals to present terms to clients, obtaining orders from clients or Client Executives, and binding coverage with insurers
  • Conducting wording and account reviews, preparing comparisons, and providing recommendations for cross-selling opportunities
  • Compiling and preparing presentations and reports
  • Preparing bonds, cover notes, policies, client service agreements or engagement letters, and client correspondence
  • Preparing motor vehicle liability insurance slips and certificates of insurance
  • Attending client meetings and presentations
  • Interacting directly with clients and insurers to answer questions, resolve problems, and make required changes to policy coverage
  • Reviewing documentation from insurers for deficiencies and working directly with insurers to implement changes
  • Entering client information and agency / direct-bill invoices in Epic
  • Filing client documentation in Epic or in a shared Microsoft Office drive
  • Creating and following up on abeyances in a timely manner for outstanding items from clients, insurers, client executives, and broking teams
  • Monitoring and following up on outstanding account receivables
  • Answering internal queries and responding to audits in a timely manner
  • Following policies and procedures, including compliance, privacy, and client security procedures
  • Other duties, as required

  • Entrepreneurial, self-motivated, organized, and customer-focused
  • Approachable leadership style that allows team members to take ownership of their responsibilities
  • Excellent interpersonal, communication, and negotiation skills
  • Professional, friendly, and respectful in all interactions with customers, company partners, and colleagues
  • High level of integrity and dependability with a strong sense of urgency and results-orientation
  • Dedication to maintaining a positive attitude while seeking outcomes that benefit our clients
  • Ability to listen, create buy-in, and effectively communicate initiatives to the organization
  • A minimum of five years' experience as an Associate Client Executive within the commercial insurance industry
  • Provincial license in good standing required (additional out-of-province licenses will be required upon notification)
  • RIBO license is an advantage
  • Ability to develop and maintain knowledge of insurance company products and their underwriting rules
  • Superior written and verbal communication skills
  • Microsoft Office suite (Outlook, Word, Excel, PowerPoint) skills are required
  • Knowledge of Applied Epic broker management system is an advantage
The EQUA offer:
  • Competitive salary and benefits package
  • Group RRSP contributions
  • Flexible hours with flexible personal and vacation time (minimum of 20 days per annum)
  • A career path focused on progression, learning, and engagement
  • A company and leadership team that believes in the importance of relationships, work-life balance, integrity, and diversity
Visit our careers page to learn more about the benefits of working with the EQUA team
Does this sound like a good fit for you? Are you ready to make a change and offer insurance that puts clients first? Send your resume and cover letter to today!

We know that diversity and inclusion create strength - we’re proud to be an equal opportunity employer. We aim to create a culture of inclusivity and consider all employment applicants. 

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