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Insurance Account Assistant Jobs in Edmonton, AB

Goodwill

Assistant Store Manager

Edmonton, AB · On-site

CA$47K/yr

Will need to travel to other GCNA locations in order to assist other stores and to attend personal ... Account (HRA) * 3 Dental Plans * Vision Plan * 401K * Employer Paid Life Insurance * Employee ...

REVAU

Underwriter SME

Edmonton, AB · Remote

Review and approve policy cancellations submitted by underwriting assistants. Profile * Have min 3 ... Access to Group Insurance, Health Spending Account, Employee & Family Assistance Program and ...

REVAU

Underwriter SME

Edmonton, AB · Remote

Review and approve policy cancellations submitted by underwriting assistants. Profile * Have min 3 ... Access to Group Insurance, Health Spending Account, Employee & Family Assistance Program and ...

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All JobsInsurance Account JobsInsurance Account Assistant JobsInsurance Account Assistant Jobs in Edmonton, AB

Insurance Account Assistant information

What are the key skills and qualifications needed to thrive as an insurance account assistant?

To thrive as an Insurance Account Assistant, you need strong organizational abilities, attention to detail, and a basic understanding of insurance products, often supported by a high school diploma or equivalent. Familiarity with insurance management software, CRM systems, and office applications is typically required. Excellent interpersonal skills, customer service orientation, and effective communication help you build relationships with clients and support agents. These skills and qualities are vital for ensuring accurate policy processing, client satisfaction, and efficient administrative operations in an insurance environment.

Is being an insurance account assistant hard?

The role of an insurance account assistant involves administrative tasks, customer service, and data entry, which can be straightforward but may require attention to detail and multitasking. The job typically involves working with insurance policies, using office software, and adhering to deadlines, making it moderately challenging depending on workload and experience. Developing strong organizational and communication skills can help manage the job's demands effectively.

What is an insurance account assistant?

Insurance Account Assistants are professionals who support insurance agents or account managers with administrative and client service tasks. Their responsibilities often include preparing policy documents, handling customer inquiries, processing renewals, and maintaining accurate client records. They play a key role in ensuring smooth office operations and providing excellent customer service. Insurance Account Assistants may also help with claims processing, billing, and scheduling appointments. This position is typically found in insurance agencies or brokerages and can be a stepping stone to more advanced roles in the insurance industry.

What are some typical challenges insurance account assistants face when managing client accounts?

Insurance Account Assistants often juggle multiple client accounts at once, which can make prioritizing tasks and maintaining attention to detail challenging. They frequently handle client queries, process policy changes, and assist with renewals, requiring strong organizational and communication skills. Collaborating closely with account managers and underwriters is essential, and adapting to evolving insurance regulations and company procedures is a continual part of the role. Staying proactive, organized, and responsive helps Insurance Account Assistants succeed in this dynamic environment.

How much do insurance account assistants get paid?

Insurance account assistants typically earn between $35,000 and $50,000 annually, depending on experience, location, and the size of the employer. Entry-level positions may start lower, while experienced assistants or those in larger firms can earn higher salaries. They often work standard business hours and may need basic knowledge of insurance policies and customer service skills.

What does an insurance account assistant do?

An insurance account assistant supports insurance agents and brokers by managing client accounts, processing policy applications, updating records, and handling customer inquiries. They often use insurance software and need strong organizational and communication skills to ensure accurate and efficient account management. The role may require familiarity with insurance policies and attention to detail.

What does an entry level insurance account assistant do?

An entry-level insurance account assistant supports insurance agents and brokers by handling administrative tasks such as processing policies, maintaining client records, and preparing documentation. They often use insurance software and need strong organizational skills to ensure accurate and efficient account management.
What are the most commonly searched types of Insurance Account jobs in Edmonton, AB? The most popular types of Insurance Account jobs in Edmonton, AB are:
Insurance Account Assistant jobs near you
Infographic showing various Insurance Account Assistant job openings in Edmonton, AB as of July 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Manager, Financing Solutions

National Bank

Edmonton, AB • On-site

Full-time

Medical, Retirement

Re-posted 2 days ago

Job description

A career as Manager, Financing Solutions in the Commercial Banking team means working closely with the commercial account managers and several other internal and external partners as a credit expert.

As an individual contributor, you will have a positive impact on your colleagues and customers thanks to your expertise in commercial financing.

Your job

  • Perform high-quality credit analyses in accordance with the standards established by the Credit Centre, and make recommendations.
  • Structure credit applications by mitigating risks and developing financing scenarios that meet client needs and match the Bank's risk criteria.
  • Participate in determining client financing needs in collaboration with the Commercial Account Managers and the Director of Financing Solutions.
  • Negotiate credit terms and conditions with the Credit Risk Management as needed and confirm the availability of financing for the Commercial Account Manager.
  • Obtain comments from the Account Managers on the preliminary versions of credit applications, adjust them as needed, then present them to the Director, Financing Solutions before they are forwarded to the Credit Risk Management to ensure they meet the Bank's requirements for overall client risk profile.
  • Produce documents and update client files in collaboration with account representatives and the Credit Risk Management to ensure credit applications are processed efficiently.
  • Act as a resource person for your team in handling credit matters and assist, as needed, in addressing team members' skills development in this area.
  • Identify the risks inherent to sector activities.

Your team

Within the Commercial Banking sector, the Manager, Financing Solutions reports to the Director, Financing Solutions and will be a part of either the Edmonton or Red Deer offices. Our team stands out for its exceptional service and unwavering support to both business owners and our colleagues, ensuring a collaborative and thriving work environment. We ultimately aim to offer you flexibility and quality of life. This notably means a hybrid work environment, as well as adaptable working hours.

Prerequisites

  • Hold a bachelor’s degree in commerce, finance, business or accounting fields and 2+ years of experience
  • Knowledge of functions of risk management, banking, business lending
  • Experience in commercial credit
  • Negotiation experience
  • Experience analyzing financial statements
  • Good interpersonal and communication skills with an ability to efficiently collaborate with all partners and form well-reasoned recommendations.
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Apply