Insurance Account Manager

4 weeks ago


Oakville, Ontario, Canada BrokerLink Insurance Full time
About BrokerLink Insurance

We are a leading insurance brokerage firm committed to providing exceptional customer service and innovative solutions to our clients. Our team of experts is dedicated to helping individuals and businesses manage risk and achieve their goals.

Job Title: Account Executive II

We are seeking a highly motivated and experienced Account Executive II to join our team. As an Account Executive II, you will be responsible for developing and maintaining a book of business, providing exceptional customer service, and driving sales growth.

Key Responsibilities:
  • Develop and maintain a prospect list through direct solicitation and develop centers of influence
  • Sell commercial insurance policies and provide excellent customer service
  • Build and maintain excellent customer relationships, including visiting customer sites
  • Keep abreast of market knowledge, products, and pricing issues and opportunities
  • Prepare proposals and arrange for account placement with insurance carriers
  • Gather and document relevant information to ensure customers receive the appropriate coverage and service
  • Maintain good quality in the book of business by adhering to underwriting rules and good business practices
  • Arrange payment terms for new business sales and timely collection of payments
  • Support customers with the claims process
Requirements:
  • Post-secondary education or equivalent
  • Excellent customer service and sales skills
  • Excellent communication and coaching skills
  • Able to work in a fast-paced environment, under pressure, and deadlines
  • Able to work both individually and in a team environment
  • Excellent organizational and time management skills, including multi-tasking
  • 5-7+ years of industry, sales, and customer service experience
  • Commitment to continual learning, including CIP, CAIB designation, or working towards completion
About Us

At BrokerLink Insurance, we value diversity and are committed to creating an inclusive workplace that inspires each of us to be the best we can be. We offer a competitive compensation package, flexible health and dental insurance benefits, and a range of employee perks, including a personal spending amount for healthy lifestyle investments, RRSP matching, and ESPP program with matching aspect.

We are committed to providing an accessible environment and accommodations are available on request for candidates taking part in the selection process.



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