About Excel & Y Insurance Services Ltd./Lundgren & Young Insurance Ltd.

At Excel & Y/Lundgren & Young Insurance has been operating in Calgary and the Alberta marketplace since 1983. Excel & Y/Lundgren & Young is a mid-size general insurance brokerage working primarily in the P&C Insurance marketplace. By incorporating our core values of Family, Integrity, Authenticity and Innovation into everything we do, we are focused on providing the best coverages within the best markets for our customers so that our customers can Expect More from their customer service experience. We are working towards implementing innovative tools to ensure that our customers can be served efficiently, accurately and most importantly, with the coverage that they require to protect their assets. We are proud members of our Industry Association and are active and contributing members in our communities. In February 2021, we partnered with a group of Independent Insurance brokers, the Excel Insurance Group in order to maximize our product offering for our customers and to continue to grow our business.

Our partnership with Excel Insurance Group and the formation of Excel & Y Insurance Services provides us with exemplary relationships with upwards of 30 commercial insurance markets as well access to markets worldwide as a partner in Assurex Global.

The Commercial Producer role at Excel & Y/Lundgren & Young comes with unparalleled access to these markets as well as an attractive pay structure including the management of a small book of business, a structured base salary and a high commission percentage on new business within the first year.

About Excel Insurance Group Inc.

Excel Insurance Group is a partnership of independent insurance professionals that together form a Canadian network of full-service insurance brokerages backed by industry best practices, administrative support, and broad market access. Partners remain financially and operationally independent and are active members of their communities. Excel has no ownership stake in Partner firms

Excel Insurance Group is also a proud equity holder in the third largest private insurance brokerage organization in the world, Assurex Global. With over $30 billion in premium volume managed through 800+ offices located on six continents, Assurex partners offer an appealing alternative to publicly traded brokerage firms and enable Excel with solid ‘top ten’ national capabilities. With Assurex, Excel’s ability to place and support international coverage and programs is far beyond the capabilities of all regional competitors.

Who are you?

You believe in a customer focused company with a passion helping others through building relationships and understand the value of client retention. You are an energetic individual, focused on building customer relationships with a drive for results. You want to be constantly listening to customers and continuously enhance and personalize the customer experience. You are curious, collaborative, and take ownership. You thrive in a fast-paced environment, take initiative and are a self-starter.

What will you do?

Excel & Y, Lundgren & Young is looking for Commercial New Business Producer who is a bright, talented, customer service minded professional who has a passion for sales and the insurance industry and wants to work in an energetic, positive environment while providing exceptional service to customers first and foremost. This role is expected to represent Excel & Y Insurance by promoting and maintaining strong employee morale and the culture, meeting high expectations for performance and adhere to company values.

Responsibilities

· Mange a book of business valued at approximately $250,000 in GWP

· Generate new business leads and cross sell generated products.

· Adhere to and practice Lundgren & Young/Excel & Y corporate policies and procedures.

· Uphold and exemplify Excel & Y/ Lundgren & Young values.

· Follow Best Practices to achieve operational excellence.

· Build close working relationships with peers.

· Be a trusted advisor, offer advice on all areas of commercial insurance.

· Ensure retention goals are met by delivering exceptional customer service.

· Handle incoming client requests by phone, email and/or in person.

· Maintain accurate and thorough documentation of all client communications.

· Collaborate with Sales Manager to develop and execute branch and individual goals.

· Participate in continuing education programs, in-house training and courses on both insurance and sales.

Required Qualifications

· Level 2 General Insurance Broker License (AIC).

· 5+ years of experience in commercial insurance.

· Experience with Office 365.

· Exceptional customer services skills.

· Strong written and verbal communications, with high attention to accuracy and detail.

· Ability to work independently yet thrive as a part of a team environment.

· Proven negotiation and relationship building skills.

In addition to this, preference will be given to those candidates with:

· Experience in Power Broker.

· Applied Rating Systems.

· Level 2 General Insurance License.

· CAIB or CIP Designations.

Job Type: Full-time, Permanent

Work remotely: Temporarily due to COVID-19

Schedule: Monday to Friday

Base Salary: $40,000 + up to 75% commissions

Company Benefits

· Dental care

· Disability insurance

· Employee assistance program

· Extended health care

· Life insurance

· Health Spending Account

· Health & wellness programs

· Education program

· Paid time off

· Personal days

· Sick days

· Paid Birthday off

· Company events

· On-site parking

· Dog friendly workplace

Excel & Y, Lundgren & Young Insurance Ltd. is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.

Please be advised that only candidates selected for an interview will be contacted. Successful applicants must provide proof of qualifications.

Job Types: Full-time, Permanent

Additional pay:

Commission pay
Schedule:

Monday to Friday
Experience:

Commercial Insurance: 5 years (preferred)
Licence/Certification:

Level 2 General Insurance Broker License (AIC) (required)
Work remotely:

Temporarily due to COVID-19