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.
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 are driven by performance and continuous improvement initiatives. You are curious, collaborative, and take ownership. You thrive in a fast-paced environment, take initiative and are a self-starter. You are self-motivated and hungry to take on additional projects. You enjoy working with your team to achieve your goals.
What will you do?
Reporting to the Manager, Corporate Services Team, the Receptionist is a full-time permanent position; located at our Horton Road location in Calgary, Alberta. The priority of this role is to ensure the needs of our customers are being met through superior customer service. This position will have some accounting and administrative functions that require collaboration with other departments. The Receptionist assists in operational and administrative duties.
Responsibilities
· Provide consistent, friendly, superior customer service
· Manage all incoming phone calls and direct any client inquiries to the appropriate person
· Control the flow of walk in customers and callers
· Process basic accounting functions
· Support the Manager in daily tasks and projects, including ordering supplies
· Scan applications into the system in a timely manner
· Monitor and distribute incoming and outgoing mail, faxes and couriers
Required Qualifications
· Minimum high school diploma
· Minimum 1 year of reception experience for a professional company
· Experience with Microsoft Office programs
· Exceptional customer service skills
· Strong organizational skills with the ability to handle multiple priorities at once with superior attention to detail
· Skilled to proactively problem solve with quick thinking
· Excellent written and verbal communication skills
· Legally authorized to work in Canada on a full-time basis without restrictions
In addition to this, preference will be given to those candidates with:
· Candidates with prior insurance brokerage experience
Job Type:Full-time, Permanent
Schedule: Monday to Friday
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 Type: Full-time
Pay: From $35,000.00 per year
Benefits:

• Dental care
• Paid time off

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Calgary, AB T2V 2X5: reliably commute or plan to relocate before starting work (required)

Education:

• Secondary School (preferred)

Experience:

• Front desk: 1 year (required)
• Administrative experience: 1 year (preferred)

Work Location: In person