Senior Account Executive
3 weeks ago
GENERAL DESCRIPTIONUnder the direction of the Branch President, the Senior Producer’s primary responsibility will be to build a book of business from leads generated by the BDR team and yourself. In this role, you will work directly with your assigned Producer, BDR, and service team, as a mentor and coach. You will convert leads into customers by presenting options and marketing business using all the tools available in the CMB sales process.You will contribute to CMB’s success by concentrating efforts that maintain client retention greater than 90% and support the annual new business goal for the agency:Provide team leadership, mentorship, and account oversight;Sell insurance solutions to a diverse group of commercial clients and prospects;Manage a Book of Business, e.g. customer experience, renewals, claim management;Keep abreast of trends and techniques, industry changes in the marketplace, and insurance company stability;Use brokerage selling aids to maintain a competitive status for the brokerage within the industry; and,Perform administration and data entry as required.Your day will consist of promoting and selling insurance solutions to a diverse group of commercial prospects and mining your contacts for referrals.PIPELINE/ GENERATING LEADSBusiness-to-business sellingCold calling, warm callingProspectingObtaining and following up on leads to ensure the growth of the book of business, utilizing the iWin prospect system, cold calling techniques, and client referralsPrepare and submit complete submissions utilizing the CMB Application & Submission formats and provide full underwriting information to insurers to obtain the most competitive package availablePROPOSALS/PRESENTATIONS/SALESInform the customer/prospect of additional coverage and services the brokerage handles of which they may not have been aware, and interest them in these servicesPrepare and present professional and competitive proposals to prospects detailing coverage and services of the brokeragePerform client visits as necessary for prospecting, sales, inspections, claims, and serviceObtain and follow up on information concerning underwriting by completing Brokerage ApplicationsSERVICEKeep abreast of CMB’s market inventory and support the company objectives with market support as directed by the Director of SalesCollect deposits, premiums, and finance deposits and contracts on behalf of the brokerage.Review monthly account receivable reports and ensure all outstanding balances are paid within ten daysReview client renewals with your service team to Complete Coverage Checklist annually for each customerReview client renewals with your service team to conduct a thorough review of coverage on existing accounts at least annually and assist in remarketing as necessary to provide the best coverage and competitive price for all clients.Assist the Claims department to ensure the proper and expeditious handling of all claims and losses as per the Brokerage Claims Handling SystemMarket, rate, and quote new and renewal businessTEAM SUPPORTActively mentoring team members is essential to ensure the team is growing in knowledge and expertise; it also significantly supports CMB’s perpetuation plan for developing the next generationBe familiar with and follow company policies and procedures as established (Employee Handbook, Renewal Procedure, Claims Procedures, Collections and AR Procedures, etc.)Attend and participate in staff meetings and company functionKPI>15% C&F Net Growth>15% Average CommissionThis job operates in a professional office environment. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, obligations, and activities may change at any time with or without notice.KNOWLEDGE AND EXPERIENCELevel 2 Insurance Agent requiredCIP or CAIB designation or equivalent preferred3 - 7 years experience as a Sales Executive, in a similar role, in an independent commercial insurance business environment3 - 5 years experience within a team environment in a customer sales and marketing positionExperience with Acturis, Microsoft Office Suite, or comparable computer systemsCommitment to ongoing learning and professional development including insurance courses/certifications,e.g. Canadian Accredited Insurance Broker (CAIB)/Chartered Insurance Professional (CIP)Preference will be given to candidates with post-secondary education and an outstanding personality
-
Senior Account Executive
3 weeks ago
Edmonton, AB, Canada CMB Insurance Brokers Full timeGENERAL DESCRIPTIONUnder the direction of the Branch President, the Senior Producer’s primary responsibility will be to build a book of business from leads generated by the BDR team and yourself. In this role, you will work directly with your assigned Producer, BDR, and service team, as a mentor and coach. You will convert leads into customers by...
-
Account Executive
4 days ago
Edmonton, Canada Edmonton Elks Football Club Full time**Senior Account Executive**: **Job Title**: Senior Account Executive **Department**: Ticketing **Reports To**: Senior Manager, Premium Sales & Service **Summary**: Represent the EE Football Club Limited Partnership with respect to the promotion and sales of ticket products. The expectation is to sell all ticket products, including season ticket...
-
Senior Account Executive
3 weeks ago
Calgary, AB, Canada CMB Insurance Brokers Full timeGENERAL DESCRIPTIONUnder the direction of the Branch President, the Senior Producer’s primary responsibility will be to build a book of business from leads generated by the BDR team and yourself. In this role, you will work directly with your assigned Producer, BDR, and service team, as a mentor and coach. You will convert leads into customers by...
-
Senior Account Executive
1 day ago
Calgary, AB, Canada CMB Insurance Brokers Full timeGENERAL DESCRIPTION Under the direction of the Branch President, the Senior Producer’s primary responsibility will be to build a book of business from leads generated by the BDR team and yourself. In this role, you will work directly with your assigned Producer, BDR, and service team, as a mentor and coach. You will convert leads into customers by...
-
Senior Account Executive
4 days ago
Calgary, AB, Canada CMB Insurance Brokers Full timeGENERAL DESCRIPTION Under the direction of the Branch President, the Senior Producer’s primary responsibility will be to build a book of business from leads generated by the BDR team and yourself. In this role, you will work directly with your assigned Producer, BDR, and service team, as a mentor and coach. You will convert leads into customers by...
-
Accountant/ Accounts Executive
2 weeks ago
Edmonton, Canada Blend360 Full timep>Company DescriptionBlend is a premier AI services provider, committed to co-creating meaningful impact for its clients through the power of data science, AI, technology, and people. With a mission to fuel bold visions, Blend tackles significant challenges by seamlessly aligning human expertise with artificial intelligence. The company is dedicated to...
-
Executive Assistant
1 month ago
Edmonton, Canada Business Executive Coach Full timeStart earning 5.05% interest with our High Interest Savings Account! We are seeking a dynamic and organized Executive Assistant with a focus on Human Resources responsibilities to support our executive leadership team and contribute to our HR functions.Reporting to the Chief Administrative Officer, the Executive Assistant is responsible for providing...
-
Executive Assistant
1 month ago
Edmonton, Canada Business Executive Coach Full timeStart earning 5.05% interest with our High Interest Savings Account! We are seeking a dynamic and organized Executive Assistant with a focus on Human Resources responsibilities to support our executive leadership team and contribute to our HR functions.Reporting to the Chief Administrative Officer, the Executive Assistant is responsible for providing...
-
Enterprise Account Executive
3 weeks ago
Edmonton, AB, Canada Nanoprecise Sci Corp Full timeCompany DescriptionNanoprecise Sci Corp is an Edmonton-based automated AI-based predictive maintenance solution provider specializing in Artificial Intelligence and IIoT technology for predictive asset maintenance. The company helps companies across various sectors drive their Industry 4.0 journey by monitoring & analyzing industrial machines through their...
-
Enterprise Account Executive
3 weeks ago
Edmonton, AB, Canada Nanoprecise Sci Corp Full timeCompany DescriptionNanoprecise Sci Corp is an Edmonton-based automated AI-based predictive maintenance solution provider specializing in Artificial Intelligence and IIoT technology for predictive asset maintenance. The company helps companies across various sectors drive their Industry 4.0 journey by monitoring & analyzing industrial machines through their...
-
Senior Accounting Assistant
6 days ago
Edmonton, Alberta, Canada Optima Senior Management Inc Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Accounting Clerk to join our team at Optima Senior Management Inc. as a Financial Bookkeeper. The successful candidate will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key...
-
Senior Account Executive
4 days ago
Edmonton, Alberta, Canada CMB Insurance Brokers Full timeJob SummaryCMB Insurance Brokers is seeking a highly motivated and experienced Senior Account Executive to join our team. As a Senior Account Executive, you will be responsible for building and maintaining a book of business, providing exceptional customer service, and driving sales growth.Key ResponsibilitiesBusiness Development: Identify and pursue new...
-
Senior Account Executive
6 days ago
Edmonton, Alberta, Canada CMB Insurance Brokers Full timeJob SummaryCMB Insurance Brokers is seeking a highly motivated and experienced Senior Account Executive to join our team. As a Senior Account Executive, you will be responsible for building and maintaining a book of business, providing exceptional customer service, and driving sales growth.Key ResponsibilitiesBusiness Development: Identify and pursue new...
-
Sage Account Executive
3 weeks ago
Edmonton, AB, Canada Insurance Brokers Association of Alberta Full timeWho 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...
-
Sage Account Executive
3 weeks ago
Edmonton, AB, Canada Insurance Brokers Association of Alberta Full timeWho 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...
-
Senior Commercial Account Executive
2 weeks ago
Edmonton, Canada DGA Careers Full timeSenior Commercial Account Executive - 8451 - IW-8451 Date of modification: Job number: IW-8451 Detail Job title: Senior Commercial Account Executive - 8451 Location: Edmonton Description The Opportunity: Senior Account Executive needed to take over a book of cream of the crop clients! Responsibilities include building relationships with new clients and...
-
Account Executive, Commercial Programs
3 weeks ago
Edmonton, AB, Canada Lloyd Sadd Full timeTHE ROLEThe Account Executive is responsible for managing a portfolio of clients. Account Executives are expert advisors responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business. In addition, The Account Executive is responsible for the...
-
Account Executive
3 months ago
Calgary, AB, Canada Virtuo Full timeWho are We?As one of the most significant purchases we’ll ever make, a new home deserves to be the most exciting and enjoyable experience of our life. While owning a home should be simple and joyful, people’s best asset is often their least supported and biggest headache. Virtuo’s home concierge platform helps builders, brokers, and lenders who want to...
-
Senior Executive Assistant
3 weeks ago
Edmonton, Alberta, Canada Alberta Health Services Full timeYour Opportunity: We are looking for a skilled and committed Senior Administrative Coordinator to deliver high-level administrative support to the Senior Operating Officer at Alberta Health Services. This position is crucial for the seamless execution of executive responsibilities, which includes managing complex schedules, facilitating communication,...
-
Account Executive
3 months ago
Calgary, AB, Canada ITIQ Tech Recruiters Full timeAccount Executive – IT Recruitment (Calgary, AB)The OpportunityWorking at IT/IQ Tech Recruiters is all about collaborating with an incredibly bright and ambitious team to help smart people find each other. We’re pursuing rapid growth across Canada and searching for driven and resourceful account executives to build strong relationships and manage...
