Commercial Insurance Account Executive

1 month ago

Toronto, Canada Motion Recruitment Full time

For more than four decades, our client has been delivering Trusted Advice, Innovative Solutions, and Exceptional Service to Canadians. Here's your chance to become part of one of Canada's Top 10 Brokerages and a recipient of the Top Insurance Workplace award in 2019, 2020, and 2021. With operations in Edmonton, Calgary, and Toronto, we offer a dynamic opportunity for growth.

POSITION OVERVIEW:

As an Account Executive, your primary responsibility will be to identify and secure new business opportunities in Alberta while effectively managing an existing client portfolio. We seek a proactive team player with a strong grasp of Commercial Lines products and a talent for client engagement and brand development.

The ideal candidate will possess an entrepreneurial mindset, thrive in fast-paced environments, and maintain a client-centric approach. Demonstrating resilience and adaptability, along with a positive demeanor, will be key to excelling in this role. Self-motivation and a willingness to lead through change are crucial for success.

WHAT YOU BRING:

Valid Level 2 General Insurance License issued by the Alberta Insurance Council is required 3-5 years of experience in Commercial Lines, preferably within a brokerage setting High level of professionalism and ethical conduct Self-motivation, attention to detail, reliability, and strong prioritization skills Insurance designations such as CAIB or CIP, or willingness to pursue them, are advantageous Familiarity with Power Broker and Policy Works is a plus Positive and collaborative attitude in client and team interactions Ability to manage a client portfolio independently and collaborate effectively with remote teams

RESPONSIBILITIES:

Proactively pursue new clients, retain existing ones, and meet or exceed monthly sales targets Provide expert advice on Commercial Lines Insurance to prospects and clients Manage account receivables and respond promptly to client inquiries and referrals Cultivate and expand client relationships through referrals, networking, and upselling Maintain accurate records of client interactions and transactions Foster strong relationships with colleagues and underwriters Facilitate communication with insurance companies and negotiate on behalf of clients Keep clients informed of policy changes and renewal reviews Ensure timely and accurate data entry in BMS and CRM systems Review and address pending tasks promptly

WHAT WE OFFER:

Flexible work-life balance Comprehensive employee benefits Competitive compensation package Supportive work environment Ongoing training and professional development opportunities Full-time schedule, Monday to Thursday 8:30 am – 5:00 pm, Friday 8:30 am – 4:00 pm

Our client is dedicated to hiring top-tier professionals who are committed to exceeding client expectations. As an employer, we offer competitive compensation, benefits, and opportunities for career advancement, along with a vibrant workplace culture that values and rewards excellence.

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