Account Associate, Commercial Lines (Kelowna, BC) | Lloyd Sadd
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Account Associate, Commercial Lines (Kelowna, BC)


The Account Associate is a blended role of Account Assistant and Account Manager. The Account Associate plays a central role in renewing existing accounts by servicing clients in assessing and fulfilling their needs to the highest standards of satisfaction. The Account Associate is an advisor responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business.

As an Account Associate, you are an Artisan, accommodating and analytical while producing highly precise and accurate work. You are;

  • Respectful and seek direction
  • Detail-oriented with a strong follow through

Requiring strong structure and adherence to the rules


  • Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service;
  • A key emphasis on building rapport and relationships and ensuring that strong long-term relationships are created by providing an industry leading level of support to clients in maintaining their insurance needs;
  • Determine customer needs, negotiate coverages and terms, respond to complaints and inquiries, and process transactions;
  • Timely follow up on outstanding documents from the Insured or Insurer;
  • Process documents including new business, renewals and endorsements within EPIC;
  • Assist in preparing renewals;
  • Ensure EPIC workflows are followed including maintaining and updating claims information;
  • Ensure accurate and timely servicing and invoicing of accounts; and
  • Other duties as required.


  • An academic background consisting of post secondary education, certificates, industry programs, etc. is preferred;
  • Willing to invest time in extensive training and obtaining insurance industry related professional designations such as CIP, CRM and CAIB;
  • Must hold a General Insurance License;
  • A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience;
  • Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability;
  • Advanced skills in Microsoft Office Suite;
  • Experience with internal Broker Management Systems (EPIC) considered an asset.

Lloyd Sadd is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.