Account Executive (Sales Broker), Commercial Insurance

Whitley Newman Insurance & Financial Services; Belleville; On-site; CAD 60,000 - 80,000; Full time

Job summary

A prominent financial services firm in Ontario is hiring an Account Executive to drive business growth and client retention. With responsibilities including sales production and service excellence, the successful candidate should have at least 5 years of experience in Commercial Lines and strong communication skills. Join a team that values diversity and offers great growth opportunities.

Benefits

Great learning opportunities

Competitive compensation

Full benefits package

RRSP matching

Professional development courses

Volunteer day

Birthday off

Qualifications

• Minimum 5 years of Commercial Lines experience.
• R.I.B.O required; working towards a CIP/CAIB designation.
• Strong written and oral communication skills.

Responsibilities

• Responsible for sales production and retention.
• Track personal progress against sales plans.
• Establish and maintain client relationships.

Skills

Client development

Strong sales skills

Interpersonal skills

Problem-solving skills

Education

University degree

Tools

Outlook

Excel

Word

EPIC

Job description

WHAT WE OFFER:

• Great learning and growth opportunities
• A competitive compensation package
• Full Benefits Package
• RRSP Matching Program
• Professional Development Courses & Designations
• A volunteer day to make a difference and give back to your community
• Vary days – including a day off for your birthday

POSITION 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 market place

REQUIREMENTS:

• Minimum 5 years Commercial Lines experience is desired
• R.I.B.O required and working towards aCIP/CAIB designation desired.
• Client development/relationshipmanagement experience
• Strong sales background withdemonstrated business acumen
• University degree desired
• Superb interpersonal, communication, andeffective 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.