Commercial Lines Account Executive

Insight Global; Newmarket; Presencial; CAD 65.000 - 95.000; Jornada completa

Descripción de la vacante

Insight Global is seeking a Commercial Lines Account Executive in Canada to generate leads, develop new commercial insurance opportunities, and manage the sales cycle from prospecting through closing. You will work with Account Managers, management, insurers, and a support team to meet sales targets and enhance client coverage.

The role requires RIBO licensure, 2+ years in commercial insurance, strong sales skills, and proficiency with CRM/brokerage systems.

Formación

• Active RIBO licence in good standing.
• Minimum 2 years of commercial insurance experience.
• Strong sales, prospecting, negotiation, and relationship-building skills.
• Ability to generate new business through cold calling, networking, referrals, and inbound leads.
• Working knowledge of commercial insurance wordings, coverages, exclusions, and underwriting requirements.
• Ability to assess client needs, identify exposures, perform coverage gap analysis, and recommend appropriate insurance solutions.
• Strong written and verbal communication skills with a focus on delivering an exceptional client experience.
• Highly organized with excellent time management, attention to detail, and ability to meet deadlines.
• Self-motivated, adaptable, solution-oriented, and comfortable working in a fast-paced, target-driven environment.
• Previous experience specifically in a commercial insurance sales/producer role.
• CIP or CAIB designation, or enrollment/willingness to pursue one.
• Previous experience using a CRM or brokerage management system.
• Experience with front-line underwriting and commercial risk analysis.
• Experience quoting small commercial risks through insurer/company portals.
• Experience with renewal strategy, remarketing, cross-selling, and upselling.
• Established networking and business-development skills within the commercial insurance market.
• Experience collaborating with Account Managers, insurer underwriters, and brokerage management.

Responsabilidades

• Prospect and develop new commercial insurance opportunities.
• Manage sales cycle from prospecting to quoting, presentations and closing.
• Collaborate with Account Managers, insurers and support team.
• Meet sales targets and support renewals/retention.
• Advise clients on coverage and exclusions, identify gaps, and propose solutions.
• Identify cross-sell and upsell opportunities and document activities.

Conocimientos

RIBO licence

2+ years commercial insurance

sales Prospection negotiation

lead generation

client relationship

communications

organization time management

CRM/brokerage systems

underwriting knowledge

computer skills (Word Excel Outlook)

cold calling networking referrals

renewals and cross-sell

Educación

CIP or CAIB designation

Herramientas

CRM system

Brokerage management system

Microsoft Word

Microsoft Excel

Microsoft Outlook

Descripción del empleo

Job Description

Our Client is looking for a Commercial Lines Account Executive (Commercial AE). A sucessful candidate is responsible for generating leads, developing new commercial insurance opportunities, and producing profitable business accounts that contribute to the brokerage’s overall growth. They will manage the sales cycle from prospecting and needs analysis through quoting, presentations, and closing, while working closely with Account Managers, management, insurers, and the broader support team. Responsibilities include meeting sales targets, conducting gap analyses, advising clients on coverage and exclusions, supporting renewals and retention, identifying cross-sell and upsell opportunities, and maintaining accurate prospect and client documentation.

Skills and Requirements

• Active RIBO licence in good standing
• Minimum 2 years of commercial insurance experience, ideally in a sales or business development capacity
• Strong sales, prospecting, negotiation, and relationship-building skills
• Ability to generate new business through cold calling, networking, referrals, and inbound leads
• Working knowledge of commercial insurance wordings, coverages, exclusions, and underwriting requirements
• Ability to assess client needs, identify exposures, perform coverage gap analysis, and recommend appropriate insurance solutions
• Strong written and verbal communication skills with a focus on delivering an exceptional client experience
• Highly organized with excellent time management, attention to detail, and ability to meet deadlines
• Strong computer skills, including Microsoft Word, Excel, and Outlook
• Self-motivated, adaptable, solution-oriented, and comfortable working in a fast-paced, target-driven environment
• Previous experience specifically in a commercial insurance sales/producer role
• CIP or CAIB designation, or enrollment/willingness to pursue one
• Previous experience using a CRM or brokerage management system
• Experience with front-line underwriting and commercial risk analysis
• Experience quoting small commercial risks through insurer/company portals
• Experience with renewal strategy, remarketing, cross-selling, and upselling
• Established networking and business-development skills within the commercial insurance market
• Experience collaborating with Account Managers, insurer underwriters, and brokerage management

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [e-mail].