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11 Oct 2018

Full-Time Commercial Lines Broker

Perkins Professional Search Kelowna, British Columbia, Canada

Job Description

Perkins Professional Search has established itself as a premier provider of employment solutions, specializing in property and casualty insurance in Western Canada. Perkins Professional Search serves our clients and candidates on a national level. Our recruitment specialists go above and beyond to assist you in finding the right position to help you reach your full career potential.

Do you take pride in creating rapport and trust in your client relationships? Are you looking for an opportunity to develop your career in Commercial Lines in an organization that prides themselves on creative solutions in insurance and risk management?

Our client, an established brokerage, is looking for a Commercial Lines Account Manager to join their Kelowna team of insurance professionals. The qualified individual will have exceptional customer service and communication skills, as well as the ability to maintain and grow an established book of business.


  • Provide outstanding service to the existing book of business while still working on expanding client base.
  • Provide proposals to various insurers for quotation.
  • Develop a slate of new business activities each year.
  • Work with Account Assistant to ensure all client policies are appropriately documented.
  • Negotiating terms and conditions with insurance providers and making presentations to clients
  • Keeping in touch with policyholders and clearing up problems, if any
  • Informing clients about new products
  • Preparing invoices and collecting premiums
  • Responsible for preparation of insurance forms
  • Checking and processing of policy documents, renewals, endorsements and cancellations
  • Liaise with key decision-makers and act as the main point of contact for clients.




  • Must have a Level 2 Insurance license.
  • 3+ years of Commercial Lines experience.
  • Other insurance licenses or designations will be considered an asset
  • Comfortable dealing with clients and underwriters.
  • Must be self-motivated and able to work in a team environment.
  • Strong communications and comfortable working in a service focused environment


If you are interested in this position, and feel you meet the qualifications, please send your resume to

Job Categories: Broker. Job Types: Full-Time.

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