Account Executive, Commercial Insurance

Whitley Newman Insurance & Financial Services; Kingston; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading insurance firm in Canada seeks an experienced Account Executive to drive sales growth and client retention. Responsibilities include managing a book of business, tracking sales performance, and ensuring excellent client service. The ideal candidate has a minimum of 5 years in Commercial Lines and strong sales skills. This full-time position offers a chance to engage with a professional team in a dynamic environment.

Qualifications

• Minimum 5 years Commercial Lines experience is desired.
• Strong sales background with demonstrated business acumen.
• Ability to be a self-starter with strong written and oral communication skills.

Responsibilities

• Responsible for sales production and retention on a book of business.
• Track personal progress against company sales plans.
• Deliver industry-leading client service.

Skills

Sales background

Interpersonal skills

Communication skills

Problem-solving skills

Organizational skills

Education

University degree

R.I.B.O

CIP / CAIB designation

Tools

Outlook

Excel

Word

EPIC

Job description

Overview

Whitley Newman Insurance and Financial Services is hiring an Account Executive who will report to the President. The successful incumbent will be responsible for achieving business growth and retention on a book of business.

Responsibilities

• Overall responsible for sales production and retention on a book of business.
• Accountable to track personal progress against company sales plans.
• In collaboration with the President, provide a strategic overview of the growth initiatives for the book.
• Deliver industry leading client service.
• Communicate with the President to ensure they remain fully informed of all significant sales issues.
• Establish and maintain client relationships with ability to identify their needs and mitigate risks.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Support, mentor and engage with the commercial account team assigned to assist on the book of business.
• Maintain a strong work ethic with a total commitment to success each and every day.
• Represent Whitley Newman Insurance and Financial Services professionally in the marketplace.

Requirements

• Minimum 5 years Commercial Lines experience is desired.
• R.I.B.O required and working towards aCIP / CAIB designation desired.
• Strong sales background with demonstrated business acumen.
• University degree desired.
• Superb interpersonal, communication, and effective problem-solving skills.
• Ability to be a self starter with strong written and oral communication skills as well as organizational skills.
• Advanced skills in Outlook, Excel, Word and EPIC.

Navacord is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, Indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.

Job Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Insurance
• Industry: Insurance