Account Executive - Commercial

Western Financial Group; New Brunswick; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance provider in Canada seeks an Account Executive to manage client portfolios and ensure appropriate coverage. The role emphasizes customer service, relationship building, and continuous professional development. A hybrid/remote work model is available, offering competitive benefits.

Benefits

3 weeks’ vacation

Wellness days

Company-matched savings plans

Healthcare spending account

Qualifications

• Experience in customer service and managing a book of business.
• Excellent communication skills in person, over the phone, and via email.

Responsibilities

• Support new and existing customers by recommending suitable products and services.
• Build strong relationships to retain clients and provide exceptional customer service.
• Prospect and upsell across all lines of business.

Skills

Communication

Problem Solving

Customer Service

Bilingual (French)

Education

L1 License

Job description

Join to apply for the Account Executive - Commercial role at Western Financial Group.

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Join to apply for the Account Executive - Commercial role at Western Financial Group.

Our Values: Truthfulness | Fairness | Value | Loyalty

As one of Canada's largest insurance providers, Western Financial Group has over 220 locations and more than 2,100 team members. Our actions are guided by our core principles, ensuring we deliver the right insurance solutions to help our customers live confidently.

Account Executive Role

As an Account Executive, you will leverage your insurance expertise to manage a portfolio of clients and ensure they have appropriate coverage.

Typical Responsibilities

• Support new and existing customers by recommending suitable products and services.
• Build strong relationships to retain clients and provide exceptional customer service.
• Navigate multiple online portals to process customer applications.
• Quote new business via outbound calls and walk-in clients.
• Coordinate with insurance Underwriters to meet guidelines.
• Prospect and upsell across all lines of business.
• Act as liaison between clients and insurance partners to ensure fair representation.
• Engage in continuous professional development through industry involvement and courses.

Qualifications and Skills

• L1 License required.
• Bi-lingual in French is a strong asset.
• Experience in customer service and managing a book of business.
• Excellent communication skills in person, over the phone, and via email.
• Adaptability and problem-solving skills.
• Self-motivated with a passion for helping others and a drive to succeed.

Additional Information

Location: Halifax Regional Area / New Brunswick - Hybrid / Remote.

Application Notes

If you don't meet every requirement but are excited about the role, we encourage you to apply. We value diverse and inclusive workplaces. For questions or accommodations, please contact us.

Employees receive competitive packages including 3 weeks’ vacation, wellness days, company-matched savings plans, and comprehensive benefits including a healthcare spending account.

Supporting our communities is integral to our culture through the Western Financial Group Communities Foundation.