Insurance

Commercial Account Executive

Permanent

Executrade

Commercial Account Executive Toronto, ON

The Opportunity

Our client, a second generation, locally owned and family operated insurance brokerage in Alberta that specializes in Personal and Commercial insurance is seeking a highly motivated and experienced Commercial Account Executive. The Commercial Account Executive will already have and/or will be responsible for building and maintaining their own book of commercial insurance. The ideal candidate may be located in Ontario and surrounding areas and have a RIBO license.

Key Account Responsibilities and Functions

  • Provide prospects and customers with trusted and expert advice on all areas of commercial lines insurance
  • Strive to meet or exceed sales targets by carrying out all associated selling functions including prospecting, soliciting, quoting and growing new business
  • Respond to all referrals and client requests in a timely matter as outlined by Leibel Insurance Group standards
  • Build and grow a book of business through referrals, networking, upselling, etc.
  • Maintain accurate and thorough documentation of all communication with clients, prospects, underwriters, etc., as per LIG standards
  • Build and maintain excellent working relationships with co-workers and underwriters
  • Provide accurate quotes to prospects/clients and attempting to secure all lines of business
  • Manage account receivables
  • Prepare documentation for insurers, complete applications for new clients, issue insurance binders and pink cards
  • Effective communication with Insurance companies, negotiate with underwriters on customers behalf, follow up with adjusters on claims status
  • Notify clients of changes; including renewal reviews and policy updates
  • Consistent and accurate input of client information and activity
  • Review and completion of daily abeyances; with follow up no more than 30 days behind

Required Skills and Qualifications

  • High School Diploma
  • RIBO
  • 3-5 years of commercial lines experience preferably in a brokerage
  • Insurance designation, such as CAIB or CIP, or working towards, considered an asset
  • Experience with Power Broker and Policy Works considered an asset
  • Positive and respectful attitude with both clients and colleagues
  • Ability to manage your own book of business, to work independently, and as part of a team, which is primarily located in Edmonton
  • Self-motivated, detail oriented, reliable, and ability to prioritize

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Job Types: Full-time, Permanent

Tagged as: Commercial Account Executive