Stage : Account Executive / Sales

4 weeks ago

Vaughan ON, Canada Masters Insurance | Financial Full time

Title: Account Executive, Personal Insurance Employment Status: Full-Time, Permanent
Location: Vaughan Office - 7501 Keele Street, Suite 400, Vaughan ON, L4K 1Y2

Established in 1966, Masters Insurance is one of Ontario’s largest, independently owned brokerages that specializes in insurance and bonding solutions for the construction and development industries. As a rapidly growing company with an enduring passion for supporting our businesses, and our communities, we also offer personal and commercial insurance, group benefits and financial planning services.

The successful candidate will be working in a team environment as an Account Executive on a diverse and growing personal insurance book of business. You will be working with Account Executives, Insurance Underwriters and Masters' clients servicing and marketing existing and new business accounts. The successful candidate must be highly motivated, remain flexible to changing job priorities, and strive to create exceptional customer service experiences for our clients.

Generous health and dental benefits program, including Healthcare Spending Account
Robust Group Retirement Savings program with company matching
Reimbursements of license fees and professional membership dues
Full support of continuing education and growth opportunities, including career
mentorship with senior management
Hybrid work schedule that supports work-life balance
Opportunities to give back to our communities through philanthropic programs
Discounts to gym membership and select local retailers

Masters assist employees by paying for work related courses, as well as annual licensing and designation fees, including RIBO, CAIB, CRM and CIP designations

Solicit new business sales via inbound and outbound calls, leads provided
Meet with clients offsite to deliver and review insurance policies (minimal travelling required)
Perform annual renewal reviews and risk exposure analysis of policies
Process insurance policy changes, renewals and cancellations
Maintain control of renewal expiration lists, binders, audits, and aged receivables

Customer Service
Formulate and foster strong working relationships with the client and insurance company underwriters
Respond to client inquiries, company requests and insurance company representatives
Provide customers detailed explanations on Masters products and services
Advise clients regarding insurance coverage(s) and risk management issues
Prepare proof of insurance (binders and endorsements) for financing and lease companies
Process insurance policy changes and cancellations

Agency Management / File System
Perform other related duties and special projects, as required

RIBO License
Minimum of two (2) years of work experience in a personal lines department at an Insurance Brokerage in a similar role with similar duties and responsibilities
Understanding of personal lines underwriting and coverages
Knowledge of uploading and processing new business and policy changes to company portals Aviva, Intact, Northbridge, Economical / Definity and Travelers is preferred
In the process of completing CAIB, CIP and/or CRM designations
Proficient in Microsoft (MS) Office Programs, including Outlook, Word and Excel

An Asset:
Completed CAIB, CIP and/or CRM designations
Excellent organizational and time management abilities
Accurate data entry skills with extra attention to detail and overall accuracy

Masters Insurance Limited is an equal opportunity employer committed to an inclusive workplace. We will accommodate the needs of applicants in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act throughout all stages of the recruitment and selection process.

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