Commercial Account Executive

Cowan Insurance Group; Cambridge; On-site; CAD 90,000 - 150,000; Full time

Benefits offered by this job

Comprehensive benefits from day one

Company-matched Retirement SavingsPlan

Training and development courses

Community involvement

Job summary

Cowan Insurance Group is seeking a Commercial Account Executive in Canada to drive growth and retention of a designated book of Mid-Market commercial business, while pursuing new client opportunities.

You will leverage a strong sales culture to provide insurance guidance, build relationships with clients and markets, and coordinate service to optimize outcomes.

Qualifications

• Minimum of 3 years proven Commercial lines sales experience in Mid-Market Commercial Insurance.
• Track record of building and growing a profitable insurance portfolio.
• Business minded with a passion for technical excellence.
• CAIB or CIP designation (or working towards designation) would be an asset.
• Registered Insurance Brokers of Ontario License is required or willing to obtain.
• Results-driven with strong desire to win business and build relationships.

Responsibilities

• Proactively source new business and manage clients while growing a solid client base.
• Develop and build relationships with new and existing clients and referral sources.
• Maintain an active sales funnel and manage client expectations.
• Coordinate service delivery to ensure exceptional client satisfaction.
• Collaborate with broking team on policy placement for new business and renewals.
• Communicate with teams to ensure service delivery requirements are met.

Skills

Commercial lines sales

Mid-Market experience

Client relationship management

Networking

Education

CAIB or CIP designation (asset)

RIBO license (required or willingness to obtain)

Job description

At Cowan, we are passionate professionals who are dedicated to doing what is right for our clients. Reporting to the Senior Vice President of Commercial Mid-Market, the Commercial Account Executive will be responsible for the retention and growth of a designated book of business as well as new business sales including professional insurance services and recommendations.

What you will do:

As a Commercial Account Executive, you will be a key contributor to Cowan’s growth strategy and its strong sales culture, through the prospecting of new clients in Mid-Market Commercial Insurance, by organically growing a book of business and by promoting multi-line sales. You will provide exceptional insurance advice to clients, be able to identify and define insurance needs, work effectively with our insurance markets and our commercial lines team.

Key responsibilities:

• Proactively sourcing new business, managing clients and ultimately growing a solid client base
• Develop and build relationships with new and existing clients as well as internal and external referral sources and centers-of-influence
• Maintain an active sales funnel
• Responsible for overall client satisfaction by identifying problems, summarize and develop strategic solutions
• Coordinate service delivery within the organization to ensure exceptional client satisfaction
• Ensure high level of client satisfaction and exceptional service delivery through education on products, processes, and services and communication
• Manage communications for major account level changes with team or clients
• Collaborate with Broking team on insurance policy placement for new business and for renewals
• Manage complex issues (conflicting data, client objections, industry trends, carrier issues, etc.) and work to offer solutions to both internal and external stakeholders
• Communicate with teams to confirm service delivery requirements and manage client expectations
• Monitor internal performance to ensure clients’ needs are met in accordance with firm guidelines
• Prepare sales presentations or proposals to explain product specifications
• Partner with other teams to ensure client needs are met and that actions are compliant

What you will bring:

• Minimum of 3 years proven Commercial lines sales experience in Mid-Market Commercial Insurance
• You have a track record of building and growing a profitable insurance portfolio
• Business minded with a passion for technical excellence
• CAIB or CIP designation (or working towards designation) would be an asset
• Registered Insurance Brokers of Ontario License is required or willing to obtain
• You are a results driven individual with a strong desire to win business and build relationships
• You love networking in community and industry association events
• Strong interpersonal skills and excellent communication skills, written and oral
• High level of self-motivation, with the ability to perform effectively, with minimal supervision
• Highly developed client management skills

Who we are:

Proudly independent and Canadian-owned, Cowan Insurance Group has been a true market leader in the insurance industry since 1927. With an extensive range of product offerings and integrated commercial and personal insurance, group benefits, and wealth management solutions, we provide our clients with outstanding customized, comprehensive insurance and risk management professional advice and placement.

Recognized as one of Canada's Most Admired Cultures and a Canada's Best Managed Companies Platinum Club Member, Cowan Insurance Group's award-winning client-centric approach emphasizes innovation, excellence, and collaboration. Join our team as we prepare for our centennial celebration in 2027!

What sets us apart?

Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.

Challenge your thinking

You're valued for your passion, drive and creativity. The pace is fast, but the work is meaningful, interesting, and complex, just the way you like it.

Grow together

We believe in your potential. If you’re looking to develop your expertise with learning opportunities and mentoring, we’ll make that happen.

Compensation

This is a 100% commissioned role. There is no limit to the earnings potential in this role; candidates have the flexibility to manage their book.

Benefits and perks

• Participate in our comprehensive benefits plan on day one — no waiting period
• Company-matched Retirement Savings Plan
• Company-paid training and development courses
• Community involvement

Artificial Intelligence (AI):

Cowan Insurance Group does not use AI directly; however, platforms we partner with may use AI, including screening for keywords and minimum qualifications. Our human recruiters review candidate’s qualifications prior to decisions being made.

This position is subject to appropriate background checks that may include, credentials, employment, credit, criminal and reference checks.

While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision.

We are an Equal Opportunity Employer. Candidates will be selected strictly on the basis of an individual's technical qualifications, knowledge and experience, as they relate to the requirements of a particular position. Selections will be made without regard to: age, ancestry, colour, race, citizenship, ethnic origin, place of origin, creed, disability, family status, marital status, gender identity, gender expression, record of offences, sex, or sexual orientation.