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Client Executive, Small Market Commercial

3 months ago

Kitchener Ontario MA, Waterloo region, Canada NFP Corp Full time

Business Line: Commercial Lines, Small/Medium Enterprise Business

Hours Per Week: 35 (Full-Time)

Location: Ontario - Any location - Hybrid Setting

Job Duration: Full-Time, Permanent

Compensation: Salary + Commissions

About the Role

We’re looking for an Account Executive/Producer to join our award-winning Business Insurance division for our Ontario clients. The Account Executive will leverage their industry knowledge & experience to initiate and develop new commercial lines relationships for Small Market Business.

What You’ll Do

  • Work in a fast paced environment that will allow you to quote commercial leads generated from various sources on the same day as received or worse case next business day.
  • Develop submissions (in conjunction with commercial lines underwriting staff) to markets that will meet present/emerging needs of the client and close the sale.
  • Hand-off responsibility for provision of service to clients to the relevant Account Manager in the service teams.
  • Field customer service requests (especially post-sale of one’s clients) and ensure the completion by oneself or by referral to the service Account Manager.
  • Develop a cross-selling protocol that allows the opportunity for integrated selling with all commercial sales to other lines of business.
  • Meet and/or exceed individual sales targets as well as department goals.
  • Maintain professional and collaborative relationships with key underwriters.
  • Resolve any concerns or complaints with a professional demeanour by leveraging product and service knowledge.
  • Quote new prospects using NFP’s new IRCA quoter as well as ARS or Company Portals if required.
  • Represent the brokerage at industry functions when required.
  • Keep current on industry changes, underwriting rules and workflow processes.

What You Bring

  • Valid RIBO License Required, AB General 1 would be considered an asset (other provincial licenses are a plus)
  • Technical knowledge of IRCA (Individually Rated Commercial Auto)
  • Typically, 3+ years of commercial lines or personal lines sales experience.
  • Knowledge of risks associated with Small-Market business.
  • Proven track record in insurance sales.
  • Self-Motivated with a passion for sales & committed to delivering a top-notch client experience.
  • Self-managing with strong analytical, organizational and prioritization skills with attention to the details.
  • Confident, poised and interactive - when client-facing communicates effectively, demonstrates emotional intelligence, and understands how to tailor responses in a variety of dynamic situations.
  • Excellent interpersonal, verbal and written communication skills.
  • Strong team player with the ability to adapt to and collaborate with various internal and external stakeholders.
  • Proven technical competency and creativity demonstrating excellence in developing and delivering innovative property and casualty solutions.
  • Prior experience in lead management software or CRM platforms such as Salesforce would be considered an asset.
  • Excellent computer skills expected with knowledge of Applied EPIC an asset.
  • Proficiency with Microsoft Office suite products – specifically Word, Excel and Outlook.

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

What’s In It For You

  • A hybrid environment approach that keeps the best interests of our staff and our clients in mind.
  • Annual bonus plan for all employees.
  • Matching RRSP plan of 5% of salary.
  • Referral Commission Plan.
  • Generous benefits plan including Health Care Spending Account starting on the first day of employment.
  • Full support for continuing education & internal opportunities to grow as an insurance professional to advance career.
  • Reimbursement of license fees and professional membership dues.
  • A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration.

Our employees are the foundation of our success.

NFP is a big company — a growing, inclusive team of individuals supporting each other’s passions and engaging with the community.

Building a diverse, collaborative and innovative team requires leadership, deliberate action, and ongoing measurement. We actively support the well-being of our employees with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving forward.

Accommodations are available on request for candidates taking part in all aspects of the selection process.

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