Insurance Account Executive



Insurance Account Executive Calgary, AB

Please submit your resume directly to George Hoadley via email at or call George Hoadley directly at 780-944-1379.

Fantastic Opportunity for an Insurance Account Executive / Producer, Calgary AB

The Opportunity

Our client, one of Western Canada’s most respected brokerages, is looking for an Account Executive / Producer. Working with the Account Managers, you’ll assist with the growth of the branch’s existing client base. You’ll be working with a talented and enjoyable group of people, have uncapped earning potential, enjoy an excellent employee benefits package,  and be able to embrace the integrity of a good work-life balance. Our client is proud to lend their support to various charities, programs and initiatives within the Calgary community and embodies commitment to service. If you’re humble, hungry, and smart, enterprising, collaborative, ready to show up every day and knock on doors, then this is the right opportunity for you!

Key Account Responsibilities and Functions

  • Research the market to prospect and acquire new clients
  • Meet with clients to gain an understanding the nature of their businesses
  • Act as Account Executive on the book of business
  • Gather information to assess the insurance needs of prospects and clients, and develop risk profiles for proper assessment by underwriters
  • Collaborate with marketing department to researching insurance companies’ risk appetites and negotiate with underwriters to find the most suitable insurance for clients at the best price
  • Prepare reports for insurance underwriters and surveyors as needed
  • Build and maintain ongoing relationships with clients including scheduling and attending meetings and understanding the nature of clients’ businesses
  • Creating and presenting proposals to prospects/clients based on underwriting quotations outlining all changes, sub-limits, exclusions, deductibles, warranties required, and attach updated loss runs
  • Collecting insurance premiums and processing accounts
  • Responsible for renewal or amendments of existing policies
  • Acting as a claims advocate, advise clients whether and when they need to make a claim on their policies
  • In compliance with procedures, keep detailed records and record all transactions accurately
  • Keeping up with changes in the insurance market and in the clients’ industries
  • Initiate, build and maintain good working relationships with underwriters
  • Attend relevant internal and external training sessions and seminars
  • Work closely with entire team to ensure all team goals are met

Required Skills and Qualifications

  • Experience in commercial insurance sales
  • Level II General License
  • CAIB, CIP, CRM or FCIP would be an asset
  • Proficient in MS Office Suite applications, TAM, Policy Works
  • Understand regulatory board expectations and regulations
  • Understanding of Commercial Underwriting and insurance markets
  • Understanding of Property, Liability, Crime, Directors and Officers, Errors and Omissions, etc. would be an asset
  • A collaborative sales professional
  • Excellent customer service and conflict resolution skills
  • Ability to set goals and organize and manage time effectively
  • Anticipate, understand and respond to the needs of clients

Excellent attention to detail and ability to work independently

Compensation and Benefits

  • Competitive base salary
  • Comprehensive benefits
  • New Business Incentive based commission

Please quote Job Reference #35170

Please submit your resume directly to George Hoadley via email at or call George Hoadley directly at 780-944-1379.

Executrade is one of the largest and most comprehensive full-service recruitment firms in Western Canada, with 11 divisions and locations in Edmonton and Calgary. We have over 45 years of experience helping client companies and candidates achieve their business goals and vision. Our success is due to our people, the strong relationships we build, and the continuous and robust evaluation and refining of our recruitment and staffing processes.

Individuals interested in this employment opportunity must obtain the necessary approvals from the Government of Canada – Citizenship and Immigration department, prior to applying for this position. In accordance with the Canadian Immigration laws, priority will be given to Canadian citizens and permanent residents of Canada for employment opportunities. Detailed information can be obtained from


Tagged as: Insurance Account Executive