Personal Lines Insurance Account Executive

3 weeks ago

Burlington, Ontario, Canada Collectivfide Full time
About Collectivfide

Collectivfide is a dynamic brokerage dedicated to providing exceptional insurance solutions. We are currently seeking a full-time Personal Lines Account Executive to enhance our commercial lines team.

Key Responsibilities
  • Client Advocacy: Serve as a trusted advisor to our clients, managing renewals and assessing risk exposures.
  • Coverage Recommendations: Provide informed recommendations for insurance coverage tailored to client needs.
  • Claims Support: Offer expert advice on claims processes to ensure client satisfaction.
  • Collaboration: Work closely with Producers on account management and strategy.
  • Data Management: Enter and maintain accurate data in carrier insurance portals and our broker management system.
  • Market Knowledge: Maintain familiarity with all supported carriers to better serve our clients.
  • Client-Centric Culture: Contribute to a culture focused on superior client service and satisfaction.
  • Risk Assessment: Ensure accurate risk selection and effective execution of underwriting practices.
  • Licensing: Hold a RIBO or OTL license; CIP or CAIB designation is a plus.
  • Experience: Previous experience in a brokerage setting, particularly in commercial lines, is essential.
  • Technology Proficiency: Familiarity with TAM software is advantageous.
  • Work Environment: Enjoy a hybrid work model with flexibility in scheduling.
  • Partnerships: Foster strong relationships with our insurance markets.
  • Incentives: Benefit from commission opportunities on new business sales.
  • Professional Development: Receive support for pursuing industry-related courses.
Commitment to Accessibility

Collectivfide is dedicated to creating an inclusive environment. We are committed to providing accommodations to individuals with disabilities throughout the recruitment process. If you require assistance, please let us know, and we will work to meet your accessibility needs.

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