Account Executive

4 weeks ago

Ottawa, Ontario, Canada CA003 Victor Insurance Managers Inc (CA) Full time

About the Role:

We are seeking a highly skilled and experienced Account Executive to join our team at CA003 Victor Insurance Managers Inc (CA). As an Account Executive, you will be responsible for managing a large block of business comprised of small to mid-sized Insured and Administrative Services Only (ASO) clients.

Key Responsibilities:

  • Proactively manage relationships with existing clients to drive revenue growth and retention.
  • Develop and maintain strong relationships with advisor networks to ensure ongoing satisfaction.
  • Stay informed about industry trends, market conditions, and competitors to assist advisors in offering the best products and services to their clients.
  • Proactively manage the relationship between Victor and our advisors, including managing a service plan tailored to each advisor and ensuring they are well supported and fully understand Victor's capabilities and value proposition.
  • Manage a renewal book of both Insured and ASO business, oversee the process of ensuring that all client information is collected, reviewed, updated, and communicated to placement teams for optimal program solutions and pricing.
  • Assist advisors with escalated claims issues to a satisfactory resolution.
  • Create, manage, and distribute specialized reports on a regular basis.
  • Take the lead with advisors and internal departments to manage emerging situations and issues.
  • Look for ways to add additional value to our distribution.
  • Meet and exceed annual retention targets.

Requirements:

  • 5+ years of group insurance account management experience.
  • Post-secondary education in business, marketing, or a related field.
  • Proven track record in supporting a large block client in the small to mid-size market.
  • Proven track record of successful problem-solving.
  • Strong technical skills.
  • Ability to develop and maintain professional relationships at a high level.
  • Superior oral, written, and presentation skills.
  • Ability for limited overnight travel.
  • Bilingualism (English and French) is required.

What We Offer:

  • A competitive total rewards package, including health and welfare benefits, tuition assistance, retirement programs, and employee assistance programs.
  • A dynamic and challenging work environment with opportunities for growth and development.
  • A collaborative and supportive team culture.
  • The opportunity to work with a leading managing general agent in Canada.

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