Commercial Service Representative

The ideal Candidate should be able to perform the following duties;  

  • Provide Commercial account assistance to all account executives.
  • Process and prepare policies, cover notes, invoices and client correspondence for new and renewal business.
  • Review policies and endorsements for deficiencies in coverage/limits.
  • Field telephone calls from clients, answer questions and responds to requests.
  • Handle all tasks and client inquiries in accordance with established timelines, and written policies and procedures ensuring an exceptional customer experience.
  • Manage client complaints and concerns with professional communication; escalate for complex situations.
  • Handle clients requests for information such as Certificate of Insurance, prepare binders, liability cards, and other correspondence in accordance to established procedures.
  • Pursue a program of personal and professional development.
  • Foster and maintain a positive working environment within Sheppard Insurance. Promote Sheppard Insurance positively in the community encouraging friends, family and acquaintances to become a client or employee.
  • Perform other specific duties as directed by the Manager and National Director Commercial Lines.
  • Read, understand and adhere the Company’s policies, procedures and Code of Conduct.
  • Responsible to keep informed and, where applicable, communicate to team members supplier appetites, underwriting philosophies and industry developments through review of Insurer memos, notices training meetings.

Role Qualifications:

  • Must have a minimum of a Alberta Level 1 General License,
  •  Knowledge of EPIC & Policy works an assist.
  • One year plus Property and Casualty insurance experience. Customer Service Experience required.
  • Willing to learn the insurance industry in-depth and participate in professional development.


  • In progress to obtain, or willing to obtain, CAIB designation. The Company requires Insurance continuing education aligned with provincial regulations and personal professional.

Skills and Competencies

  • The utmost Integrity and professional ethics
  • A professional level of English (both verbal and written) required.
  • Customer Service focused and willing to adhere to company policies and procedures
  • Positive energy and forward thinking mindset
  • Results -oriented
  • Excellent Time Management & Organizational Skills
  • Strong problem solving skills

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