Account Executive

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

Job summary

A leading insurance firm in Canada seeks an experienced individual to support Brokers and Underwriters. The role includes promoting new business, handling policy renewals, and managing accounts with minimal supervision. Candidates should have three years of wholesale insurance experience and a relevant college degree. This position comes with comprehensive benefits, including medical and 401(k) plans, aimed at supporting the well-being of employees.

Benefits

Medical insurance

Dental insurance

401(k) plan with company match

Generous paid time off

Qualifications

• Three years of wholesale insurance experience or its equivalent.
• Experience with specific account handling and marketing.
• Ability to review information and manage multiple priorities.

Responsibilities

• Promote and negotiate new and renewal business to achieve criteria.
• Manage quotations and ensure accuracy according to guidelines.
• Maintain relationships with agents and stay updated on industry.

Skills

Insurance processes

Decision-making

Verbal and written communication

Interpersonal skills

Time management

Education

College degree or equivalent experience

Current state specific insurance license

Tools

Microsoft Office

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