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Summary of Position
Reporting to the Executive Vice President, the Account Executive’s primary role is working on an existing book of commercial business, meanwhile developing new business opportunities and initiatives.
Lines of Business
The Account Executive handles various types of commercial insurance and programs business.
Qualifications
The Account Executive has a minimum 2 years commercial insurance experience and carries a General Insurance Salesperson Level 2 License or a General Agent Level 2 Insurance License through the Insurance Council of British Columbia.
Additional Responsibilities
Customer Service:
- Manage the internal control and handling of clientele.
- Participate in the proposal process including preparing written proposals, field questions from clients and carriers, maintain professional correspondence and attend meetings with clients as necessary
- Prepare, manage and place insurance quotations and coverages required
- Manage data to appropriately track and report to insurance carriers
- Ensure requests for Certificates of Insurance and other items are processed on a timely basis
- Develop client opportunities and referral opportunities
- Review potential clients’ current coverage and identifying opportunities to improve
- Cross selling various products as well as developing opportunities for other business lines
Administration:
- Process payments
- Work accounts receivable lists
- Maintain expiration and abeyance files
- File/scan files
- Handling of files and general file maintenance
- Ensure all documents are accurate and files are kept in an orderly manner
- Process Client Code changes when applicable
- Developing proposals and quotes
- Documenting and reporting your activities in TAM
Team Support:
- Lead by example, being a positive role model
- Contribute to a positive team environment by working efficiently, professionally and in a friendly manner
- Improve our organization by sharing ideas and opinions, contributing and building communication in all directions and levels
- Assist others as needed and perform other duties as assigned.
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Summary of Position
Reporting to the Vice President of Marketing & Sales, the Account Executive proactively and systematically pursues adding new targeted relationships, meanwhile, developing and cross-selling within existing clients and their affiliates.
Lines of Business
The Account Executive handles various types of commercial insurance and programs business.
Qualifications
The Producer has a minimum 5 years commercial insurance experience and carries a General Agent Level 2 Insurance License through the Insurance Council of British Columbia.
Additional Responsibilities
Sales & Customer Service:
- Develops and implements a marketing strategy to grow the commercial insurance book of business, developing new business opportunities.
- Manages an insurance book of business, ensuring clients have the necessary coverage in place, quoting and binding coverage, and cross and up-selling additional coverage where possible.
- Sells brokerage services to reach mutually agreed target revenue and activity quotas
- Regular review meetings with existing clients to service and identify opportunities for new prospecting activities
- Maintains a highly technical and service oriented relationship with clients.
- Develops and maintains relationships with Insurers to ensure clients receive favourable pricing and claims handling and also to potentially develop new products.
- Keeps abreast of changes within the industry. Attends seminars, reviews industry publications and liaises with others (underwriters, adjusters, etc.) within the industry
- Attends client, insurer and industry functions to build networks and identify new business streams.
- Refers business opportunities outside specialty area to other Group Account Executives
- Coaches and mentors support staff, on an on-going basis
- Represent Brokerage in positive and professional manner
- Prepares annual business plan to present with projected sales goals, strategies, obstacles, and areas for growth.
Administration:
- Process payments
- Work accounts receivable lists
- Maintain expiration and abeyance files
- File/scan files
- Handling of files and general file maintenance
- Ensure all documents are accurate and files are kept in an orderly manner
- Process Client Code changes when applicable
- Developing proposals and quotes
- Documenting and reporting your activities in TAM
Team Support:
- Lead by example, being a positive role model
- Contribute to a positive team environment by working efficiently, professionally and in a friendly manner
- Improve our organization by sharing ideas and opinions, contributing and building communication in all directions and levels
- Assist others as needed and perform other duties as assigned.
APPLY NOW
Summary of Position
The Account Manager reports to the Manager, Broking Service & Account Administration, and works closely with Account Executives on existing and developing portfolios of commercial insurance business, including new business opportunities and initiatives.
Lines of Business
The Account Manager handles various types of commercial insurance.
Qualifications
The Account Manager has a minimum 3 years commercial insurance experience and carries a General Agent Level 2 Insurance License through the Insurance Council of British Columbia, or acquiring within 2 months. Individuals with a Level 1 license must have knowledge and experience at a senior level and they cannot bind business, cannot sign binders or applications, and must be supervised by a Level 2 agent at all times.
Additional Responsibilities
Customer Service & Producer Support:
- Provide friendly, professional service to customers and producers
- Handle routine customer and producer inquiries/concerns
- Manage daily administration including correspondence, policy wording review, contract & lease agreement review, issuance of new and renewal documentation
- Take and report claims
- Return all customer inquiries in a timely manner
- Ensure work is prompt, efficient and accurate
- Prepare submissions for marketing purposes, negotiate terms and conditions with underwriters
Administration:
- Process payments
- Work accounts receivable lists
- Maintain expiration and abeyance files
- File/scan files
- Handling of files and general file maintenance
- Ensure all documents are accurate and files are kept in an orderly manner
- Process Client Code changes when applicable
- Other duties as assigned
Team Support:
- Lead by example, being a positive role model
- Contribute to a positive team environment by working efficiently, professionally and in a friendly manner
- Improve our organization by sharing ideas and opinions, contributing and building communication in all directions and levels
- Assist others as needed and perform other duties as assigned.