Client Executive, Commercial SME
Aon plc
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Benefits offered by this job
Job summary
NFP, an Aon company, is hiring a Client Executive for our Small Market Commercial team in Calgary. You will leverage industry knowledge to initiate and grow commercial lines relationships, quote leads, and coordinate with underwriting and service teams to close and service accounts.
We value a candidate with 3+ years of commercial or personal lines sales experience, AB General 1 license, and proficiency in CRM tools like Salesforce.
Qualifications
- Valid AB General 1 license is required; additional licensing would be an asset.
- Typically 3+ years of commercial or personal lines sales experience.
- Knowledge of risks associated with Small-Market business.
- Technical knowledge of IRCA (Individually Rated Commercial Auto).
- Proven track record in insurance sales.
- Self-motivated with a passion for sales and delivering top-notch client experience.
- Self-managing with strong analytical, organizational and prioritization skills.
Responsibilities
- Quote commercial leads from various sources on the same day or next business day.
- Develop submissions with underwriting staff to meet client needs and close the sale.
- Hand off client service to the appropriate Account Manager in the service teams.
- Field client service requests post-sale and ensure completion.
- Develop a cross-selling protocol with other lines of business.
- Meet/exceed individual sales targets and department goals.
- Maintain professional relationships with underwriters and industry partners.
- Resolve client concerns with product knowledge and professionalism.
- Quote new prospects using IRCA quoter, ARS or Company Portals as required.
Skills
Tools
Job description
We're looking for a Client Executive to join our award-winning Business Insurance division for our Alberta clients. The successful candidate will employ their industry knowledge & experience to initiate and develop new commercial lines relationships for our Small Market Business Team.
- Work in a fast paced environment that will allow you to quote commercial leads generated from various sources on the same day as received or worse case next business day.
- Develop submissions (in conjunction with commercial lines underwriting staff) to markets that will meet present/emerging needs of the client and close the sale
- Hand-off responsibility for provision of service to clients to the relevant Account Manager in the service teams
- When appropriate to the maintenance of good customer service, field customer service requests (especially post-sale of one's clients), and ensure the completion by oneself, or by referral to the service Account Manager
- Develop a cross-selling protocol that allows the opportunity for integrated selling with all commercial sales to other lines of business
- Meeting and/or exceeding individual sales targets as well as department goals
- Maintaining professional and collaborative relationships with key underwriters
- Resolving any concerns or complaints with a professional demeanour by using product and service knowledge
- Quoting new prospects using NFP's new IRCA quoter as well as ARS or Company Portals if required
- Representing the brokerage at industry functions when required
- Keeping current on industry changes, underwriting rules and workflow processes
- Valid AB General 1 is required, additional licensing would be considered an asset
- Typically, 3+ years of commercial or personal lines sales experience
- Knowledge of risks associated with Small-Market business
- Technical knowledge of IRCA (Individually Rated Commercial Auto)
- Proven track record in insurance sales
- Self-motivated with a passion for sales & committed to delivering a top-notch client experience
- Self-managing with strong analytical, organizational and prioritization skills with attention to the details
- Confident, poised and interactive - when client-facing communicates effectively, demonstrates emotional intelligence, and understands how to tailor responses in a variety of dynamic situations
- Excellent interpersonal, verbal and written communication skills
- Strong team player with the ability to adapt to and collaborate with various internal and external stakeholders
- Proven technical competency and creativity demonstrating excellence in developing and delivering innovative property and casualty solutions
- Prior experience in lead management software or CRM platforms such as Salesforce would be considered an asset
- Excellent computer skills expected with knowledge of Applied EPIC an asset
- Proficiency with Microsoft Office suite products - specifically Word, Excel and Outlook
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ Canadian, U.K, and U.S. office locations. To learn more, please visit https://nfp.ca
NFP's PeopleFirst culture offers a multitude of benefits to employees and is a great place to call home.
- A hybrid environment approach that keeps the best interests of our staff and our clients in mind
- Annual bonus plan for all employees
- Matching RRSP plan of 5% of salary
- Referral Commission Plan
- Generous benefits plan including Health Care Spending Account starting on the first day of employment
- Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
- Reimbursement of license fees and professional membership dues
- A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration
NFP is a big company - a growing, inclusive team of individuals supporting each other's passions and engaging with the community.
Building a diverse, collaborative and innovative team requires leadership, deliberate action, and ongoing measurement. We actively support the well-being of our employees with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving forward.
Beyond our office walls, we're dedicated to serving the community around us. Every day we make proactive choices to take care of the communities in which we live and work.
We contribute to different organizations, including Women in Insurance Cancer Crusade (WICC), Food Banks Canada, Indspire Canada and many more. From charity drives and community service outings to other company-sponsored events, our employees donate their time and raise funds on behalf of great causes across the country.
Our business is built on the personal level. Whether it's in our offices, on a call, out in the field or anywhere you can find us in the world, we're starting the conversations that create a more secure future for everyone.
Accommodations are available on request for candidates taking part in all aspects of the selection process.
Artificial Intelligence Disclosure: A.I. is not being used to screen, assess, or select applicants for the position.
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