New job at Innovation Credit Union (via |

Account Manager I Broker

November 18 2019
Industries Bank, Insurance, Financial services
Categories Sales, Business Development, Bank, Insurance, Financial Services, Bank, Insurance, Financial services
Swift Current, SK

Agency Account Manager I - Dickson Agencies

Permanent Full-Time

Open Until Filled

At Dickson Agencies, a partner of Innovation Credit Union, we redefine insurance by helping residents of Saskatchewan simplify their lives and ensure peace of mind. We do this through professional, responsible advice when they need it!

THE POSITION: As part of a high-performance work team and reporting to the Agency Manager, this position is responsible to manage and grow a book of business in alignment with the organization’s segmentation and sales strategy..

The successful candidate will provide a variety of insurance and motor vehicle services with courtesy, accuracy and efficiency

  • Conduct client meetings, service and sell personal lines insurance, small farm, and small business insurance
  • Provides advice and guidance and offers products and services in a way that best meets customer needs
  • Recognizes opportunities to promote, cross-sell and refer additional insurance products and services that will best meet/exceed the needs of customers
  • Provides knowledgeable and timely responses to insurance inquiries
  • Solicit new customers and foster business development by maintaining a prospect file (expiry dates, insurance needs, and receptiveness to proposals) for new Personal Lines accounts using personal efforts, brokerage marketing plans, and existing account referrals
  • Keen attention to detail and ensures up-to-date knowledge of products and services offere

Here's where Innovation Credit Union employees set themselves apart from our competition:

ALWAYS participate in our constructive culture, promoting continual, effective two way communication
create an Exceptional Service Experience - Internally & Externally
strive for continuous progress to ensure our company gets better every day
commit to Continuous Learning & Professional Development
ALWAYS have a strong attention to detail, with the ability to deliver timely and accurate work that is compliant with required policies, procedures and legislation
exhibit our values of Integrity, Team, Respect, Accountability, Community, Knowledge and Service

Yes, we have high standards. Our members deserve it!

Some of the Skills and Abilities we would prefer to see in your application:

  • Grade 12 Diploma plus one year of formal education or equivalent program; one to two years of job related experience; or equivalent combination of education and experience
  • CAIB Level 1 License
  • CAIB Level 4 within 2 years
  • Proficient in Microsoft Office and keyboarding skills
  • The successful candidate will demonstrate efficiency and accuracy skills, be decisive and results oriented. Will also demonstrate excellence interpersonal and communication skills.
  • Demonstrated commitment to continuous education and personal development

Compensation will commensurate with qualifications and experience. Innovation Credit Union offers a comprehensive employee benefits package including a 7% company matched pension plan. An attractive variable incentive program is also available.

Dickson Agencies strives to be the most responsive and innovative insurance services organization. As such we have 7 corporate values that we live by: Integrity, Team, Respect, Accountability, Community, Knowledgeable and Service. As employees, emulating these values in all that we do will ensure that Innovation has proper tone, culture, and lives up to its vision. At Dickson Agencies an Innovation Credit Union Partner, we all live up to these values.

Salary Range: $41,621 - $52,026 annually

Caring Company

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