Commercial Account Executive - IW-9749

DGA Careers; Calgary; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading brokerage in Calgary is seeking a Commercial Account Executive to manage a diverse book of business. This role offers a collaborative environment, strong leadership potential, and the opportunity to mentor junior staff. Ideal candidates will have significant commercial insurance experience and a Level 2 General Insurance License. The company values client advocacy and technical excellence, providing a supportive culture focused on long-term growth and relationships.

Benefits

Competitive compensation package

Leadership and mentorship opportunities

Remote flexibility

Attendance at industry and client events

Qualifications

• 5–10+ years of commercial insurance experience.
• Experience with EPIC and strong knowledge of key markets.

Responsibilities

• Manage a diverse commercial book and recommend tailored insurance solutions.
• Lead the marketing process and negotiate with insurers.
• Mentor junior staff and maintain compliance standards.

Skills

Communication

Organizational Skills

Client Advocacy

Education

Level 2 General Insurance License

CAIB, CIP, or FCIP designation

Tools

EPIC

Job description

The Opportunity

An established and relationship-driven brokerage is seeking a Commercial Account Executive to take over a well-maintained, mixed commercial book of business. This is an exciting opportunity for an experienced commercial insurance professional looking for a long-term home with strong leadership potential. You’ll work closely withleadership while mentoring junior team members and continuing to elevate the firm's reputation for exceptional client service.

This role is ideal for someone who values technical excellence, client advocacy, and a collaborative team environment—without the pressure of rigid sales targets.

The Employer
This family-owned brokerage has built its success on lasting client relationships, a people-first approach, and deep insurance expertise. Their culture is rooted in integrity, responsiveness, and mentorship. They operate at a thoughtful pace that allows team members to focus on quality service and meaningful client connections. With a history of low turnover and strong market relationships, they are proud of the team they have built.

What You’ll Do

Client Service & Relationship Management

• Proactively manage a diverse commercial book by identifying coverage gaps, evaluating exposures, and recommending tailored insurance solutions.
• Handle day-to-day client inquiries, policy changes, certificates, and endorsements in collaboration with your support team that handles administrative duties.
• Prepare presentations, proposals, and renewal strategies.
• Review contracts to ensure insurance programs meet requirements and secure necessary amendments with markets.
• Serve as a key point of contact and advocate for clients throughout the claims process.

Marketing & Placement

• Lead the marketing process, preparing comprehensive underwriting submissions and negotiating with insurers to secure optimal terms.
• Endorse policy wordings based on client needs and maintain accuracy of renewal and manuscript policy documentation.
• Work closely with major insurers and MGAs to stay ahead of evolving coverage options and market conditions.
• Mentor and support the professional development of junior staff, providing training and oversight of administrative supportdeliverables.
• Assist with monitoring outstanding receivables and support procedural compliance in partnership with internal teams.
• Contribute to the development of internal best practices and maintain alignment with compliance standards.

General Administrative

• Maintain accurate and organized electronic files.
• Ensure all communications and documentation are timely, professional, and complete.
• Represent the firm professionally at client meetings and select industry events alongside senior leadership.
  

About You

• You are a polished, confident insurance professional with excellent communication and organizational skills.
• You’re naturally service-oriented and enjoy solving problems, educating clients, and building trust.
• You have the maturity and initiative to help mentor junior staff and play a leadership role in a smaller, collaborative office setting.
• You’re excited by the opportunity to grow with a company transitioning to its next chapter of leadership.

What You Bring

• Level 2 General Insurance License (Alberta)
• 5–10+ years of commercial insurance experience
• CAIB, CIP, or FCIP designation (or working toward one)
• Experience with EPIC
• Strong working knowledge of key markets and wordings
• A client-first mindset and the ability to handle multiple priorities with professionalism
• Competitive compensation package based on experience.
• Opportunity to inherit an establishedbook of business to manage.
• Leadership and mentorship opportunities within a stable, family-run business.
• Attendance at industry and client events with future leadership.
• Remote flexibility

A culture that prioritizes people, relationships, and long-term growth

Information

• Job Type: Full-Time
• Education: CIP, CIP Partial Completion, FCIP, FCIP - Partial Completion, Insurance License Level 1, Insurance License Level II, Post Secondary Education
• Expertise: Customer Service - Commercial , Broker-Commercial
• Minimum experience required: 5 to 6 Years