Account Executive

CRC Group; Canada; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading insurance firm in Canada is seeking a professional to support brokers and underwriters in managing policies and key accounts. You will handle business promotion, negotiate terms, and provide quotes. The ideal candidate will have at least three years of wholesale insurance experience, a relevant college degree, and excellent presentation skills. This role offers a comprehensive benefits package, including medical insurance and generous paid time off programs.

Benefits

Medical insurance

401(k) plan with company match

Paid time off programs

Qualifications

• Three years of wholesale insurance experience or equivalent.
• Substantial knowledge of insurance and insurance processes.
• Ability to travel occasionally overnight.

Responsibilities

• Promote new and renewal business to meet broker criteria.
• Negotiate terms with underwriters on policies.
• Assist and provide quotations for new business.
• Manage company correspondence in a timely manner.
• Maintain good working relationships with agents.

Skills

Wholesale insurance experience

Negotiation skills

Time management

Interpersonal skills

Presentation skills

Education

College degree or equivalent experience

Current state specific insurance license

Tools

Microsoft Office software

Job description

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift: 1st Shift (United States of America)

Please review the following job description:

Provides support to Brokers, Underwriters or Team Leaders regarding all policies and/or key accounts. Partners with Broker to solicit, promote, sell, quote, and maintain renewals from existing agents as well as support new business.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Promote new business and/or renewal business to achieve production/market criteria as defined by Broker with little or no supervision.
2. Negotiate terms with the underwriters, including price, deductible, enhancement and exclusions.
3. Select carriers to approach with accounts.
4. Assist and/or provide quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner.
5. Prepare recommendations for agents showing fact information regarding best coverage information.
6. Process new business, including transference applications to CRC applications, issue binders and invoices, and check policy coverages for accuracy by CRC guidelines.
7. Process renewal business which may include locating files, preparing and mailing solicitor letters and/or preliminary submission information, issuing binders and invoices, and checking policy coverages for accuracy by CRC guidelines.
8. Acquire confirmations from retailers when accounts are bound.
9. Process cancellation and endorsement requests, including issuing binders and invoices, checking policy coverages for accuracy by CRC guidelines.
10. Prepare company profiles and research analysis for client visits.
11. Provide directions and supervision to team as requested by Broker.
12. Manage incoming calls from producers and companies.
13. Maintain good working relationship with current agents and other co-workers.
14. Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education.
15. Perform other duties, tasks, responsibilities and projects as assigned.

QUALIFICATIONS

Required Qualifications:

1. College degree or equivalent experience
2. Three years of wholesale insurance experience or its equivalent
3. Experience with specific account handling and marketing
4. Current state specific insurance license
5. Substantial knowledge of insurance and insurance processes
6. Ability to review information, make decisions, and manage time effectively with minimal to no supervision
7. Ability to plan, organize and manage multiple priorities
8. Excellent verbal, written and presentation skills
9. Ability to deal with confidential matters appropriately
10. Possess strong interpersonal skills
11. Ability to work extended hours as needed
12. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
13. Ability to travel, occasionally overnight

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.

EEO is the Law – Pay Transparency Nondiscrimination Provision – E-Verify