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Account Executive, Commercial Insurance

4 months ago

Nanaimo, 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 insurance..want to work with us?_

**Account Executive,** **Commercial Insurance**

Megson FitzPatrick is looking for a Commercial Account Executive to generate _**proactive**_ commercial new business for Megson FitzPatrick, primarily of larger corporate clients. Working as part of the Commercial Team, the Account Executive will maintain a commercial book of business including identified niches.

**Main Responsibilities**:

- Pro-actively pursue commercial insurance opportunities, and generate leads
- Network to build solid relationships with senior executives and decision makers
- Customize insurance policies to meet client needs as well as help clients develop risk management plans to reduce insurance exposures
- Provide excellent service to your clients
- Meet/exceed established sales goals
- Build and maintain long-term relationships with clients
- Manage a book of corporate clients with annual trade-off as determined the Director of Sales
- Develop risk management strategies for identified clients
- Collection of AR

**Location and Status**:
Nanaimo, BC

Permanent full-time employment (35 hrs/week)

**Qualifications**:

- Minimum level 2 general insurance license;
- CAIB/CIP/FCIP/CRM Designation or close to completion considered an asset;
- 3 years in Commercial Insurance considered an asset;
- Undergraduate degree considered an asset;
- A network that you can leverage;
- Goal oriented with a proven track record of meeting or exceeding sales goal;
- Competitive spirit;
- The ability to “put yourself out there” and make connections;
- Memberships in various associations or boards;
- Entrepreneurial spirit and thinking;
- Understanding of contemporary business challenges;
- Your own reliable transportation;
**Values & Competencies**:

- A self-starter
- Professional
- Motivated
- Articulate
- A Great relationship builder
- Competitive
- Great listener
- 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
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Store discount
- Tuition reimbursement
- Vision care

Schedule:

- Day shift
- Monday to Friday

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- Insurance: 5 years (preferred)

Licence/Certification:

- CAIB/CIP/FCIP/CRM (preferred)
- Level 2 General Insurance License (preferred)

Work Location: One location