Account Executive, PL - Private Client

Job summary

Develop and implement marketing strategies to grow a personal insurance book of business while maintaining a strong sales pipeline. Manage technical relationships with clients and underwriters to ensure optimal coverage and pricing.

Job details

Develop and implement marketing strategies to grow a personal insurance book of business while maintaining a strong sales pipeline. Manage technical relationships with clients and underwriters to ensure optimal coverage and pricing. Requires a minimum of 5 years of personal insurance experience and a General Insurance Agent Level 2 license. Professional designations like CIP or CAIB and a post-secondary degree are considered assets.

What you’ll do

Develop and implement marketing strategies to grow a personal insurance book of business while maintaining a strong sales pipeline. Manage technical relationships with clients and underwriters to ensure optimal coverage and pricing.

Requirements

Requires a minimum of 5 years of personal insurance experience and a General Insurance Agent Level 2 license. Professional designations like CIP or CAIB and a post-secondary degree are considered assets.

Benefits

• Medical Insurance
• Dental Insurance
• Long-term Disability
• AD&D
• Critical Illness
• Employee Assistance Program (EAP)
• Life Insurance
• Vacation Time
• Flex Work Options

Listed skills

• Time management · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Marketing Strategy
• Sales Pipeline Management
• Client Relationship Management
• Underwriter Relations
• Cross-selling
• Up-selling
• Business Planning
• Networking
• Time Management
• Customer Experience
• Personal Insurance
• Brokerage Services

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support

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