Account Executive

Jobtailor; Peterborough; On-site; CAD 70,000 - 105,000; Full time

Job summary

Jobtailor in Ontario seeks a seasoned commercial insurance sales professional to grow the book by selling policies and developing new business. You will develop a prospect list, perform sales planning, and visit customer sites to build lasting relationships.

You will prepare proposals, coordinate account placements with insurers, and stay informed on market knowledge and pricing. Strong customer service, communication, and underwriting compliance are required.

Qualifications

• High school and/or post-secondary education.
• Valid Ontario Driver’s License.
• RIBO License (required).
• CIP, FCIP, CAIB and/or CCIB (preferred).
• Exposure to Epic (asset).
• Minimum 5 years of commercial insurance sales experience.
• Excellent customer service and sales skills.
• Exceptional interpersonal and communication skills.

Responsibilities

• Sell commercial insurance policies and drive new business growth for your book.
• Develop and maintain a prospect list and execute sales planning/business development activities.
• Build and maintain strong customer relationships, including visiting customer sites.
• Prepare proposals and coordinate account placement with insurers, leveraging broad market access and internal specialty resources.
• Keep abreast of market knowledge, products, pricing issues, and placement opportunities.
• Gather and document relevant information to ensure customers receive appropriate coverage and service.
• Maintain book quality by adhering to underwriting rules and sound business practices.
• Arrange payment terms for new business and support timely collection of payments.
• Support customers through the claims process with claims advocacy support when needed.
• Travel in and out of town as required.

Skills

Sales Planning

Business Development

Proposal Preparation

Account Placement

Market Knowledge

Underwriting Rules Compliance

Claims Advocacy

Customer Relationship Management

Communication Skills

Education

High school diploma or equivalent

Post-secondary education

Tools

Epic

Job description

• Sell commercial insurance policies and drive new business growth for your book
• Develop and maintain a prospect list and execute sales planning/business development activities
• Build and maintain strong customer relationships, including visiting customer sites
• Prepare proposals and coordinate account placement with insurers, leveraging broad market access and internal specialty resources
• Keep abreast of market knowledge, products, pricing issues, and placement opportunities
• Gather and document relevant information to ensure customers receive appropriate coverage and service
• Maintain book quality by adhering to underwriting rules and sound business practices
• Arrange payment terms for new business and support timely collection of payments
• Support customers through the claims process with claims advocacy support when needed
• Travel in and out of town as required

Requirements

• High school and/or post-secondary education
• Valid Ontario Driver’s License
• RIBO License (required)
• CIP, FCIP, CAIB and/or CCIB (preferred)
• Exposure to Epic (asset)
• Minimum 5 years of commercial insurance sales experience
• Excellent customer service and sales skills
• Exceptional interpersonal and communication skills

Core Competencies

Demonstrates expertise in commercial insurance sales, customer relationship management, and claims advocacy. Proficient in developing sales strategies and maintaining compliance with underwriting rules.

Highest-signal resume keywords

• Commercial Insurance Sales Experience
• RIBO License
• Customer Service Skills
• Interpersonal Skills
• Communication Skills

ATS Optimization Keywords

Hard Skills

• Sales Planning
• Business Development
• Proposal Preparation
• Account Placement
• Market Knowledge
• Underwriting Rules Compliance
• Claims Advocacy

Soft Skills

• Customer Relationship Management
• Strong Communication
• Interpersonal Skills

Certifications & Qualifications

• RIBO License
• CIP
• FCIP
• CAIB
• CCIB

Industry Keywords

• Commercial Insurance
• Prospect List Development
• Payment Terms Arrangement
• Claims Process Support

Tools & Technologies

• Epic