Account Executive

3 weeks ago


Winnipeg, Canada Western Financial Group Full time

**Truthfulness | Fairness | Value | Loyalty**

As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can live confidently.

**ACCOUNT EXECUTIVE**

As an Account Executive, you will use your Commercial Insurance expertise to specializes in the sales and servicing of commercial insurance products across Canada. We’re looking for an analytical, organized and detail orientated professional with a proven track record of developing relationships with Canadian businesses.

**Here is what a typical day looks like**
- Actively manage a client portfolio of commercial insurance policies, ensure growth of established book of business from year to year to meet established targets.
- Establish and maintain effective relationships with commercial clients and ensure professional service levels are maintained.
- Work proactively to secure high levels of client retention and overall revenue growth for the business unit for both group and non-group business.
- Provide protection of policyholder assets through product knowledge and awareness of current market conditions, analyze clients’ risks and exposures, and provide options and solutions for their consideration.
- Support new and existing customers, provide quality customer service to clients and promote cross-selling and upselling of Western Financial Group products and other commercial products available that are relevant to their business.
- Up-sell the client during the review process when there is a substantial increase in values, to ensure appropriate coverage levels are identified and maintained.
- Maintain detailed and accurate documentation of client interactions and other interested parties using the Customer Relations Management System

**The value you bring**
- General Insurance Level 1 License is a requirement (Fundamentals of Insurance or CAIB)
- Ability to maintain General Insurance License in all provinces of service including Ontario.
- Strong problem-solving skills and the ability to adapt in the face of adversity.
- Must be passionate about helping people, self-driven, and determined to succeed.
- Demonstrated talent to grow and develop relationships with our existing clients, new clients, industry related associations and our community.
- Experience managing a book of business or relatable work experience.
- Strong communication skills both verbal and written.

Hours: Full-time / 37.5 hour/week

**Salary**: Full Commission, 50% on New Business, 30% on Renewals

Location: Winnipeg, MB

Requisition #81287

**What if I don’t meet every requirement?**

If you’re excited about the role but your experience doesn’t check every box - we still encourage you to apply. You may be the right person for this role - or we might have another that suits you even better

At Western, we are dedicated to building a diverse, inclusive, and authentic workplace in the communities we work and live in If you have questions or require accommodation, please reach out to us.

**Health and Wellness**

We take pride in providing programs that add value to our people’s lives - after all, they are our greatest asset. Eligible employees receive a competitive compensation package consisting of 3 weeks’ vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.

For over 20 years, supporting our local communities has been a part of everything we do - it’s engrained in our culture though the Western Financial Group Communities Foundation**.


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