Personal Lines Account Executive (Insurance)

Job summary

The Personal Lines Account Executive is responsible for generating new insurance clients through networking and community engagement. They will also provide tailored insurance solutions, process new policies, and manage client relationships.

Job details

Exciting things are happening at Drayden Insurance, and you could join us in for the ride! Here. For You. Whether you are a job searcher, employee, client or a community member in one of our many locations, we are known for placing people first. Drayden is looking to add like-minded individuals to its growing team. We are now searching for a Personal Lines Account Executive to join our Stony Plain branch. What’s In It For You? - * Competitive base salary with additional earning potential through commissions and bonuses * Group Health Benefit Plan including HSA (Health Spending Account) * Company matching RSP program * Employee Assistance Program * Paid vacation, PTO and volunteer days * Education program to support growth and development * Company social events * Insurance and registry services discounts As a Personal Lines Account Executive, you are responsible for generating new personal lines clients through pre-qualifying prospects based on company guidelines, initiating client relationships, and providing tailored insurance solutions. This role focuses on identifying client needs, recommending appropriate coverage, and providing clients with an exceptional initial first interaction with Drayden Insurance. What You Will Do - * Proactively seek out new personal insurance clients through referrals, networking and community engagement. * Respond to incoming requests for insurance quotes for automobile and property insurance and process new policies accurately and completely * Up-selling of products and services to new and existing clients * Generate client referrals through community involvement and events * Remain up to date on product knowledge and build relationships with insurance providers * Commit to self-development through internal training and industry education * Extensive knowledge of insurance company products, programs and payment plans What You Bring to the Team – * Completion of High School Diploma or equivalent * Completion of General License Level 2, or willingness to obtain prior to employment or completion of General License Level 1 combined with industry experience * 2 – 3 Years’ experience in personal lines insurance is required. A combination of previous insurance and sales experience will be considered. * Drive and motivation for personal growth * Passion for sales * Interpersonal skills * Attention to detail About Drayden Insurance Drayden Insurance was founded in 1965 and is named after the small towns in Alberta which it was formed - Drayton Valley and Holden. Drayden Insurance has grown since then, employing more than 200 employees in multiple locations across Alberta, while still keeping its small town, grassroots feel at the forefront. In 2023, Drayden Insurance joined MacDougall Insurance Group, allowing our team to offer clients more insurance products.

What you’ll do

The Personal Lines Account Executive is responsible for generating new insurance clients through networking and community engagement. They will also provide tailored insurance solutions, process new policies, and manage client relationships.

Requirements

Candidates must have a high school diploma and 2-3 years of experience in personal lines insurance. A General License Level 2 is required, or a Level 1 license with a willingness to obtain the Level 2.

Benefits

• Competitive base salary
• Commission
• Bonus
• Group health benefit plan
• Health spending account
• Company matching RSP program
• Employee assistance program
• Paid vacation
• Paid time off
• Volunteer days
• Education program
• Company social events
• Insurance discounts
• Registry services discounts

Listed skills

• Customer service · Preferred
• Product Knowledge · Preferred
• interpersonal skills · Preferred
• Attention to detail · Preferred
• Sales · Preferred
• Relationship Building · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Personal lines insurance
• Sales
• Customer service
• Networking
• Lead generation
• Insurance quoting
• Policy processing
• Up-selling
• Product knowledge
• Relationship building
• Attention to detail
• Interpersonal skills
• Product Knowledge
• Self Development
• Sales Prospecting
• Personal Lines Insurance
• Discounts And Allowances
• Employee Assistance Programs
• Interpersonal Communications
• Property Insurance
• Upselling
• Detail Oriented

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support
• Personal Lines Account Executive
• Account Executive (General)
• Commercial Sales Representatives
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products

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