Account Executive, PL - Private Client
- Oakville, ON
- Hybrid
- Posted Sep 8, 2026
- 1 position
$80,000–$120,000 / year
Opens an external site
- Employment type
- Full-time
- Experience level
- Senior · 5+ years
- Minimum education
- Bachelor’s degree
- Posting language
- English
- Working hours
- 40 hours per week
Job summary
The Account Executive will develop and implement marketing strategies to grow a personal insurance book of business while managing sales pipelines and client relationships. They are responsible for ensuring proper coverage, conducting client reviews, and collaborating with underwriters to secure favorable pricing and products.
Job details
The Account Executive will develop and implement marketing strategies to grow a personal insurance book of business while managing sales pipelines and client relationships. They are responsible for ensuring proper coverage, conducting client reviews, and collaborating with underwriters to secure favorable pricing and products. Candidates must have a minimum of 5 years of personal insurance experience and hold a General Insurance Agent Level 2 license. Professional designations such as CAIB, CIP, or CRM and experience with the EPIC broker management system are considered assets.
What you’ll do
The Account Executive will develop and implement marketing strategies to grow a personal insurance book of business while managing sales pipelines and client relationships. They are responsible for ensuring proper coverage, conducting client reviews, and collaborating with underwriters to secure favorable pricing and products.
Requirements
Candidates must have a minimum of 5 years of personal insurance experience and hold a General Insurance Agent Level 2 license. Professional designations such as CAIB, CIP, or CRM and experience with the EPIC broker management system are considered assets.
Benefits
- Medical insurance
- Dental insurance
- Long-term disability insurance
- AD&D insurance
- Critical illness insurance
- Employee assistance program
- Life insurance
- Vacation time
- Flex work options
Listed skills
- Time management · Preferred
- Customer service · Preferred
- Attention to detail · Preferred
- Sales · Preferred
- Communication · Preferred
- Business development · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Personal insurance
- Sales
- Marketing strategy
- Relationship management
- Client service
- Business development
- Insurance brokerage
- Time management
- Communication
- Attention to detail
- Proactive problem solving
- Insurance underwriting
- EPIC broker management system
Job areas
- Sales
- Finance & Accounting
- Customer Service & Support
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