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Sage Account Executive

2 months ago

Edmonton AB, Canada Insurance Brokers Association of Alberta Full time

Who we areThe Insurance Brokers Association of Alberta (IBAA) represents the insurance brokerage community throughout Alberta and the Territories. Our members are licensed professionals whose role is to ensure consumers are properly protected in the event of loss. We offer educational programs and other member benefits. Sage Advisor Resources Corp. is a subsidiary of the Insurance Brokers Association and provides IBAA members with sage advice as well as exclusive E&O and Cyber insurance. We will also be introducing Commercial General Liability (CGL) and property offerings for member brokerages as of September 2024. Sage Advisor Resources Corp. represents the insurance brokerage community throughout Alberta and Saskatchewan. The Insurance Brokers Association of Alberta has an exciting opportunity for a Sage Account Executive in Edmonton, AB. The successful candidate will work closely with our members to fulfill their E&O, and cyber insurance needs.Job DescriptionThe primary responsibility in this role is to maintain and grow an existing Errors & Omissions program book of business as well as a smaller Cyber program book. Your role is to be the trusted advisor to Sage’s Insurance Broker clientele in Alberta and Saskatchewan. In this role you will review client and prospects exposures and loss experience and perform a complete Risk Management analysis on accounts to ensure an overall profitable book of business in support of the underwriters in addition to providing claims and customer service support as required. This position will participate in professional development activities to improve knowledge and skills. This role will make recommendations regarding coverage and other insurance policy details. In addition, the Sage Account Executive is required to know, understand and adhere to all underwriting guidelines required for all lines of business sold by Sage on behalf of carriers. The Sage Account Executive must hold a minimum High school diploma, GED, or equivalent, although preference will be given to those possessing an undergraduate diploma from a recognized university. This position also requires a General Insurance level 2 license with 5 years commercial lines experience preferred. If you are successful, you will:Maintain a high level of knowledge about Sage’s products and servicesSell E&O and Cyber insurance programs to prospective and existing clientsMake recommendations regarding coverage and other insurance policy detailsProvide support to underwriters as requiredManage all account collection activities, including A/R follow up, etc.Keep abreast of market knowledge, trends, pricing issues and opportunitiesPrepare submissions, and arrange for account placement with the insurance carrierParticipate in professional development activities to improve knowledge and skillsMaintain strong client relationships through proactive contact via phone, letter and emailListen and be attentive to customer needs, and make coverage recommendations based on those needsCommunicate in a concise and thorough manner all information required by clients to make an informed purchasing decisionEnsure appropriate documentation is completed to meet insurance policy requirementsMaintain an accurate and complete documentation for all activities in the BMSDevelop and maintain strong relationships with brokers, management, clients, and communityReview applications and determine risk levels, premiums, extent of coverage, and other conditions associated with new and renewal applicationsMaintain a professional appearance, demeanor, and attitude at all timesWhat we’re looking for:Demonstrated ability to build and maintain lasting working relationshipsClient/Customer FocusKnowledge of insurance legislation, regulations, and best practicesAbility to read, understand, and calculate financial figures such as discounts, proportions, percentages, and taxesBasic knowledge of common E&O and Cyber insurance policy features such as eligibility restrictions, terms and conditions, and administrationMeticulous with numbersAbility to prioritize and manage conflicting demandsExcellent verbal and written communicationAccountability and dependabilityAttention to DetailResults-drivenDemonstrated time management skillsHighly organized and able to manage conflicting demandsHigh level of integrity and excellent work ethicWork ConditionsPaid Vacation Benefits after 3 months – extended health, dental, Life and disability insurance4 Floater days/year to be used quarterly upon completion of the probationary periodFlexible hours including nights, weekends, and holidaysOperation of desktop computer, software and peripheralsWorking in an office environment and remotelyInteraction with customers and clients primarily via phone, email and lettersOccasional OvertimeOpportunity for advanced learning opportunities in the industryAbility to work efficiently with a small close-knit teamWork at our annual Convention Access to our member discounts for everyday itemsEducation & ExperienceHigh school diploma, GED, or equivalentGeneral Insurance Level 2 licenseWorking towards CAIB Designation Additional Details:Application deadline: September 6, 2024Job Types: Full-time, PermanentSalary Structure: Base plus commissionsHybrid work model NOTE: This posting will close on September 6, 2024. Submit applications with cover letter to Lori Hogg, Chief Operating Officer by emailing lhogg@ibaa.ca.We thank you for your interest and look forward to speaking with all qualified candidates.