Client Executive, Commercial Insurance, Transportation

Acera Insurance; Calgary; On-site; CAD 70,000 - 110,000; Full time

Job summary

A leading insurance brokerage is seeking a Client Executive specializing in commercial insurance for the transportation sector. This full-time position involves generating leads, maintaining client relationships, and delivering tailored insurance solutions. Candidates should have extensive experience in the insurance industry, ideally with transportation-related products, and hold a RIBO License.

Qualifications

• 7+ years of progressive experience in commercial insurance.
• Experience in transportation-related insurance products preferred.
• RIBO License is required.

Responsibilities

• Develop tailored insurance solutions for clients.
• Prospect new clients through various sales activities.
• Act as the primary contact for clients, managing ongoing relationships.

Skills

Customer Service

Sales

Attention to Detail

Problem Solving

Education

RIBO License

CIP or CAIB designation

7+ years of experience in insurance industry

Tools

Microsoft Office Suite

Insurance Document Management Software

Job description

Client Executive, Commercial Insurance, Transportation

Toronto, ON, CA

We put our people first. 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 700 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 1,300 professionals across Canada and change the way people feel about insurance.

CLIENT EXECUTIVE, COMMERCIAL INSURANCE, TRANSPORATION

As a Client Executive specializing in the transportation sector, you have a strong foundation in commercial insurance, keen attention to detail, and a results-driven sales approach. Reporting to the Regional President, you are responsible for growing a book of business; selling and servicing commercial insurance policies tailored to transportation clients. Your role involves generating leads, evaluating client needs, and advising on optimal coverage solutions, while developing and maintaining strong relationships with insurers and clients to ensure long-term success.

LOCATION AND STATUS

• Full-time, permanent
• Toronto, ON

MAIN RESPONSIBILITIES

• Develop tailored insurance solutions for clients based on a detailed understanding of their risk profiles and business objectives.
• Prospect new clients in various forms including cold calling, networking events, association events, social media and other forms of sales activity
• Act as the primary point of contact for clients, providing expert guidance on insurance solutions, managing ongoing relationships, and adapting coverage as client needs evolve.
• Oversee the claims process, acting as a liaison between clients and insurers and providing clients with proactive support throughout the process.
• Responsible for collection and management of all accounts receivable related to clients
• Lead the sales process and support the negotiation for insurance contracts, with a focus on securing competitive terms, pricing, and coverage.
• Represent and promote Acera to potential clients at trade shows and networking events
• Travel is required to meet with clients or to attend association, networking, or insurer events
• Presenting terms and marketing material to clients as required
• Other duties and responsibilities as assigned

QUALIFICATIONS

• 7+ years of related and progressive experience in the insurance industry with a strong working knowledge of commercial insurance products.
• Relevant experience working with transportation related insurance products is preferred.
• RIBO License is required
• 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

Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 70 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, $1.4 billion in gross written premium, and $1.3 billion group retirement savings assets under management, 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.