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The Account Executive is responsible to solicit and sell insurance products and services to existing and new business; maintains an existing book of business; expand book of business; enhances the public image of the Brokerage. Functional areas of responsibility include Property and Casualty, Commercial Auto and Surety lines of insurance.
Education and/or Experience:
-Prefer a minimum two years related experience and/or training; or equivalent combination of education and experience.
-CAIB or CIP designation preferred.
-To perform this job successfully, an individual should have knowledge of Microsoft Outlook, TAM and/or Spreadsheet software and Word Processing software.
Other Skills and Abilities:
-Must be a self-starter, imaginative, and creative with good communications and sales skills.
-Must be competitive, persistent, and self-reliant, with high energy and drive.
-Must be able to cold-call on prospects, influence others and close the sale.
-Must have a thorough understanding of insurance underwriting and coverages, including rating procedures.
Key Responsibilities/Activities:
-Provides service to clients by servicing an existing commercial book of business.
-Seek out new clients, develop clientele by using referrals, and generate lists of prospective clients.
-Approaches potential clients by utilizing mailings and phone solicitation; making group presentations.
-Completing applications for coverage and securing quotes from various insurance markets.
-Customize insurance programs to suit individual customers needs, often covering a variety of risks.
-Presenting quotes to clients and securing new business and renewals.
-Personally visiting clients, evaluation of needs and planning future follow-up visits.
Credentials (certificates, licences, memberships, courses, etc.)
- Canadian Accredited Insurance Broker Certification
Type of Insurance Experience
- Commercial