Job Description / Duties

Lakeview Insurance has recently opened our 16th and newest office in Sanford, MB. We are looking for someone who has 1-2 years of insurance experience and is currently licensed with ICM. This candidate should be extroverted and thrive on giving excellent customer service. This role will be the front line of the new office and be a face of Lakeview Insurance in the community. This role will be a direct support to our Account Managers and Producers. This is a great opportunity to service an existing book while starting to grow your own book. This is an excellent opportunity for someone newer in the industry who takes a great amount of pride of ownership in their work, and wants to be a part of something new and exciting!

Account Administrator carries out a wide range of duties including, customer service on farm/commercial accounts for designated producers, commercial processing in Acturis and Policy Works, marketing of new and renewal accounts and various functions related to the farm, personal insurance & commercial lines. Account Administrator also has the opportunity to attract new clients, write new business and assist and support the growth targets of the team and office.


I. Customer Service for Designated Producers

• handle all aspects of file handling/customer service on assigned files according to Lakeview Service standards
• consult with clients as required
• Handle incoming requests from insurance companies and interested parties
• Appropriate logging of all service activities
• Marketing of new business and renewal accounts
• Maintain & manage renewal list for assigned portfolio
• Manage Email Inbox and Client Requests in Sanford and Manitou Offices


II. Processing

• Processing on assigned accounts including all logging of all required activities.
• Appropriate abeyancing of all files
• Process certificates as required
• Assist other staff when required
• Review all incoming emails, voicemails and tasks assigned
• Other Duties as assigned from time to time


III. Promotes company policy.

• participates in staff meetings, training sessions, and planning groups when asked
• responds to unexpected problems and situations requiring immediate action
• promotes actions that are consistent with the company vision
• promotes general office service standards

Qualifications / Required Skills

• Level 1 General Insurance License
• Minimum 1-2 years experience in an insurance brokerage
• Experience with Acturis will be considered an asset
• Post-secondary education, preferably in a business program will be considered an asset

Additional Information

What We Offer
• Competitive starting salary
• Industry leading commission structures available for all brokers
• Extended health & dental benefits plan
• Three weeks of vacation plus paid personal days
• Company-matched RRSP program
• Training and development
• Professional development with financial support

Salary: $42,000 - $55,000

Contact Information

Keenan Reimer
Human Resources Manager
Lakeview Insurance Brokers Ltd.
kreimer@lakeviewinsurance.com
431-813-8645

Employer Profile

Lakeview Insurance Brokers Ltd. has a proud history that dates back to 1983, with business operations that span across all three Canadian Prairie provinces. With 16 offices across Manitoba, Saskatchewan, and Alberta, the Lakeview Insurance Group of Companies (LIGC) has grown to have a distinctive presence throughout Western Canada providing insurance solutions for individuals and organizations.

Lakeview Insurance remains an independently owned, family brokerage that has grown to 100 employees across the country. Continued growth and success comes from having the right people on our team, as we look to serve our clients with all of their insurance needs.