Client Executive, Professional Services
2 months ago
**Overview**
The Client Executive in the Professional Services Unit is responsible for managing and growing a portfolio of professional services clients through high-quality, strategic insurance advice and relationship-building. This role involves developing tailored risk mitigation strategies, leading client and insurer meetings, and proactively seeking new business opportunities.
**Responsibilities**
- Managing an existing client portfolio by providing high-quality service and advice
- Developing risk mitigation strategies and overseeing policy reviews for optimal client coverage
- Building and maintaining strong client and professional relationships to position the company as a trusted advisor
- Utilizing strategic tools such as benchmarking reports, loss history and coverage assessments
- Leading client and insurer meetings in collaboration with our specialist brokers and client service teams
- Proactively developing new business, managing a sales funnel aligned with the company targets, and cross-selling additional services
- Mentoring and coordinating team members, fostering a collaborative team approach for favourable claims management solutions
- Staying informed of the company’s service offerings and market trends to enrich client engagements and drive sales growth
- Committed to providing market-leading service and solutions, ensuring timely and effective client support
- Managing efficient and timely collection of receivables, maintaining positive client relationships and account accuracy.
**Qualifications**
- Minimum 10 years of experience in insurance brokering or underwriting
- Valid Registered Insurance Brokers of Ontario (RIBO) license
- Chartered Insurance Professional (CIP) or Canadian Accredited Insurance Broker (CAIB) designation
- Detail-oriented, with strong skills in managing competing priorities and meeting deadlines
- Motivated to perform and drive growth, with a proactive approach to professional development
- Strong team collaborator committed to delivering excellent client services
**Job Type**: Permanent
Pay: From $125,000.00 per year
Additional pay:
- Bonus pay
**Benefits**:
- Dental care
- Extended health care
- RRSP match
Schedule:
- Monday to Friday
Work Location: Hybrid remote in Toronto, ON M5J 2M4
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