Account Executive (Sales Broker/Producer), Commercial Insurance

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

Job summary

A leading insurance firm in Belleville, Ontario, is seeking an experienced Account Executive who will be responsible for driving sales and maintaining client relationships on a book of business. The ideal candidate has at least 5 years of Commercial Lines experience, a strong sales background, and is expected to deliver exceptional customer service. This role requires interpersonal and communication skills to collaborate with the President and support team members effectively, ensuring business growth and client satisfaction.

Benefits

Great learning and growth opportunities

A competitive compensation package

Full Benefits Package

RRSP Matching Program

Professional Development Courses

Volunteer day to give back

Vary days including a day off for your birthday

Qualifications

• Minimum 5 years Commercial Lines experience desired.
• R.I.B.O required and working towards a CIP/CAIB designation.
• Strong sales background with demonstrated business acumen.

Responsibilities

• Responsible for sales production and retention on a book of business.
• Deliver industry leading client service.
• Establish and maintain client relationships.

Skills

Client development

Sales background

Interpersonal skills

Communication skills

Problem-solving skills

Organizational 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, 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.