Independent Business Team

2 weeks ago

Victoria, British Columbia, Canada Megson FitzPatrick Insurance Full time
We staff and hire the very best. People who are professional, experienced, and genuinely focused on exceeding the needs of our customers.

We have a lot of fun and we are committed to being an employer of choice by providing a comprehensive benefit and pension program, a generous time off and education policy including your birthday off and all sorts of great staff celebrations throughout the year.

Not to mention our annual 'Dream' program that awards one lucky employee with up to $10,000 towards their dream, whatever it may be _

  • We also happen to sell to work with us?_

INDEPENDENT BUSINESS TEAM (IBT) ACCOUNT EXECUTIVE
Megson FitzPatrick is looking for an ambitious, engaging, experienced Small Business Account Executive to join our team.

As an Account Executive, you will work with the New Business Team to ensure all reactive new business clients' needs are met and exceeded.


Reporting to:
IBT Team Lead and Commercial Team Manager

Base salary plus commission

Main Responsibilities:

  • Respond to new business calls that come into the Commercial Department;
  • Market and place new business with insurers;
  • Build relationships with insurers;
  • Work closely with the personal lines team to market hardtoplace person lines risks;
  • Review lost business reports to look for opportunities;
  • Process first renewal and then tradeoff to appropriate Account Director;
  • Process new business renewals and endorsements;
  • Work as a team to meet and exceed the established sales goal;
  • Work with other commercial team members, and management to deliver an exceptional customer experience;
  • Follow all established rotation schedules;
  • Participate in the claims process with the claims team;
  • Assist in collecting accounts receivables;
  • Participate in upsell and crosssell initiatives to grow business;
  • Maintain a high level of customer service standards using our core values as the foundation of your service
  • Mentor with the IBT Account Executives and learn commercial coverages and how to sell new small commercial policies;
  • Attend networking events and insurer meetings as required;
  • All other duties as directed by management.

Location and Status:

Victoria, BC

Permanent full-time employment (35 hrs/week)

Hours - 5pm

Qualifications:

  • CAIB, CIP designation or on an education plan;
  • Minimum Level 2 license;
  • Minimum 1 year of Personal and Commercial Insurance experience required;
  • Competitive and sales driven by nature;
  • Willingness and drive to close new business;
  • Excellent communicator;
  • 100% client focused and service oriented;
  • Excellent organization and time management skills;
  • High level of followup and followthrough;
  • Works effectively and efficiently in our Broker Management System.

Values & Competencies:

  • Ability to prospect and build relationships;
  • High degree of professionalism and integrity;
  • Exceptional interpersonal skills;
  • Selfstarter;
  • Willingness to coach and be coached;
  • Good judgement and decisionmaking skills;
  • Works well within a team and independently;
  • Excellent written and verbal communication skills;
  • Flexible and adaptable with proven problemsolving skills;
  • Demonstrates initiative, selfmanagement and a desire to learn and grow.
  • Megson FitzPatrick Insurance Services 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 Rogers Insurance Ltd. and CapriCMW have merged to become Acera Insurance Services Ltd. Megson FitzPatrick Insurance Services., as part of the Rogers Insurance Group of Companies, will also transition to become Acera Insurance. Over the next few months, you will note that our documentation will be changing to reflect our new company name. Thank you for your patience during this transition._

Job Types:
Full-time, Permanent

Benefits:

  • Casual dress
  • Company events
  • Company pension
  • Dental care
  • Employee assistance program
  • Employee stock purchase plan
  • Extended health care
  • Life insurance
  • Onsite parking
  • Paid time off
  • RRSP match
  • Store discount
  • Vision care

Schedule:

  • Monday to Friday

Education:

  • Secondary School (preferred)

Experience:

  • Personal and
Commercial Insurance: 1 year (preferred)

Licence/Certification:

  • Level 2 License (preferred)
  • CIP/CAIB Designation or on an education plan (preferred)

Work Location:
One location

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