Venture Executive, Small to Mid-sized Commercial

**About us**

Lloyd Sadd Insurance Brokers Ltd.

Lloyd Sadd works with clients to create long-term partnerships that foster success by providing sound, expert advice.

The Lloyd Sadd process has been carefully designed to give us a solid understanding of your operations in order to build you a comprehensive insurance and risk management program. We recognize that every organization is unique and leaders have different views on managing risk. We invest time and energy into understanding what you value, your risk appetite, and your expectations.

We Listen. We Think. We Deliver.

**The Role**

The Venture Executive is responsible for managing a cyber, E&O, D&O, and general insurance portfolio. Venture Executives are expert advisors responsible for managing & growing a book of business, and servicing clients in a courteous and professional manner. In addition, the Venture Executive is responsible for the input of new business and marketing documents as well as other administrative duties as required to enhance the team’s overall effectiveness.

**What you'll get to do**:

- Responsible to generate revenue and hit monthly growth targets by identifying new business opportunities and acquiring new business through existing referrals, and through cross selling and upselling
- Works independently with access to an Account Assistant on all aspects of client service, marketing, and renewal while adhering to Lloyd Sadd’s best practices and standard procedures, with support from the unit
- Responsible to delegate, develop, and coach the Account Assistant’s work to ensure timelines are being met and to review accuracy of documentation
- Manage account documentation (i.e., routine inquires, quotes, statement of values, insurance contracts, endorsements, cancellations, etc.)
- Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
- Ensure EPIC workflows are followed including maintaining and updating custom forms
- Ensure accurate and timely servicing and billing of accounts
- Actively develop an increased knowledge of related insurance products and client needs
- Participate in training and professional development courses to enhance skills and industry knowledge
- Other duties as assigned

**What you'll need to have**:

- Commercial insurance experience required
- Experience in Professional Liability considered an asset
- Level II license required
- C.I.P. or C.A.I.B. designation(s) preferred
- Solid understanding of policy wordings/coverages
- Strong communication skills with the ability to mentor others
- Strong attention to detail, time management, problem solving and analytical skills
- Advanced skills in Outlook, Excel, Word and EPIC

**WHAT WE OFFER** **Competitive Salaries based on knowledge and experience;**
- Comprehensive Benefits;
- Matching RRSP Contributions;
- Flexible Working Arrangements & Schedules;
- Career development & Tuition Reimbursement;
- Employee Discounts;
- Health and Wellness Initiatives;
- Referral Bonuses for both New Business and Talent;
- A positive and safe work environment

Attracting, developing, engaging, and retaining dedicated team members, is a critical component of Lloyd Sadd’s success. We commit ourselves to a culture that motivates and recognizes high performance through professional development opportunities which include progressive responsibilities, recognition for effort and rewards based on results. **Ready to apply? We thought so**
- Lloyd Sadd is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply._

**Salary**: $65,000.00-$78,000.00 per year

**Benefits**:

- Casual dress
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Flexible schedule
- Life insurance
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care

Schedule:

- 8 hour shift
- Monday to Friday
- No weekends

Supplemental pay types:

- Commission pay

Ability to commute/relocate:

- Edmonton, AB: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Insurance Brokerage: 5 years (required)

Licence/Certification:

- General Level 1 Insurance License (required)
- General Level 2 Insurance License (preferred)

Work Location: One location