Client Executive, Commercial Insurance

Acera Insurance; Middle Sackville; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading Canadian insurance brokerage seeks a Client Executive for Commercial Insurance to manage client relationships and drive new business opportunities. Ideal candidates will have extensive industry experience, strong sales focus, and a commitment to customer service excellence. Join a collaborative team that values professional development and accountability.

Qualifications

• 5+ years of experience in the insurance industry with a focus on commercial insurance.
• Ability to obtain Level 2 NS Broker License.
• CIP or CAIB designation is an asset.

Responsibilities

• Prospecting new clients and managing client relationships.
• Sales and negotiations of contracts with insurers.
• Managing claims and representing Acera Insurance at trade shows.

Skills

Professionalism

Customer Service Excellence

Sales Focus

Problem Solving

Teamwork

Time Management

Critical Thinking

Education

Level 2 NS Broker License

CIP or CAIB designation

Tools

Microsoft Office Suite

Insurance Document Management Software

Job description

Jacobi Brien Insurance is now part of Acera Insurance.

As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.

Our people are :

• Encouraged to challenge the status quo and never stop learning in their commitment to excellence.
• Empowered with a sense of accountability and autonomy to take ownership of their work.
• Treated with respect and act with integrity by putting clients, colleagues, and community first.
• Recognized for their achievements and celebrate festivities, big and small, to make work fun.

We also proudly offer most employees the opportunity to become owners. With over 650 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and get to share in Acera Insurance’s success — which they make possible.

Join our award-winning network of over 1,200 professionals across Canada and change the way people feel about insurance.

CLIENT EXECUTIVE, COMMERCIAL INSURANCE

Your knowledge and experience in commercial insurance combined with your attention to detail and sales focus are the keys to success in the role of Client Executive, Commercial Insurance. This role is responsible for, but not limited to :

MAIN RESPONSIBILITIES

• Prospecting new clients in various forms including cold calling, networking events, association events, social media and other forms of sales activity
• Sales and negotiations of contracts with insurers
• Managing client relationships
• Managing claims with clients and insurers
• Travel as required to insurer, client or association events
• Representing and promoting Acera Insurance to potential clients at trade shows
• Responsible for collection and management of all accounts receivable related to clients
• Managing and working with assigned associate staff to meet the needs of clients and insurers
• Developing presentation and marketing material as required

LOCATION AND STATUS

• Full-time, permanent

QUALIFICATIONS

• 5+ years of related and progressive experience in the insurance industry with a strong working knowledge of commercial insurance products
• Level 2 NS Broker License is required, or willing to obtain
• CIP or CAIB designation, or working towards is considered an asset

VALUES & COMPETENCIES

• High degree of professionalism and integrity
• Committed to excellence in customer service and builds strong relationships with clients
• Sales and growth focused, results driven
• Skilled user of the Microsoft Office Suite of products
• Familiar with insurance document management software
• Demonstrated accountability and reliability in the quality and timeliness of work
• Flexible and adaptable with proven problem-solving skills
• Works well within a team and independently and able to adjust to tight and changing deadlines
• Critical thinker with strong attention to details

Jacobi Brien Insurance joined Acera Insurance in June 2024.

Acera Insurance is the largest independent, employee-controlled brokerages in Canada. With over 60 locations across British Columbia, Alberta, Ontario, Nova Scotia, and the Yukon, and $1.3 billion in gross written premium, our team provides individuals, families and businesses unbiased insurance and risk management solutions that have a distinct Canadian perspective. Our collaborative work structure combines our people’s strength and expertise to offer greater value, knowledge, and resources to our personal and commercial clients nationwide, including comprehensive group benefits.

Acera Insuranceis an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.

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