Property and Casualty Account Executive
About the role
The Opportunity
TIPI-IMI Insurance Partners is seeking our next Property and Casualty Account Executive to serve clients across the Alberta region. Our Account Executives are trusted advisors, strong communicators, and dedicated problem-solvers who understand the unique insurance needs of Indigenous communities and organizations.
In this role, you’ll work alongside our skilled Property & Casualty team to grow our client base, maintain valued relationships, and deliver exceptional service to TIPI-IMI clients. You’ll regularly meet with clients in their communities or workplaces, supporting them throughout the insurance cycle, from applications to claims advocacy.
Job Duties and Tasks
Business Development
- Partner with TIPI Property and Casualty team to pursue and secure new business opportunities
- Strengthen relationships to support client retention and satisfaction
- Cross-sell insurance products and services across the TIPI Group of Companies
- Promote value-added coverage options such as Errors & Omissions (E&O) Insurance, Directors & Officers (D&O), Cyber Insurance, etc.
Client Service
- Present quotes, explain coverage options, and assist with policy binding
- Handle client inquiries and provide professional, timely support
- Act as a client advocate during claims and throughout the policy lifecycle
- Educate clients on their insurance policies and coverage details
- Manage key documents like Certificates of Insurance (COIs) and invoices
Administrative
- Gather and verify detailed insurance application data, including building specs, photos, and permits
- Maintain accurate records of insured properties and policy information
Your Skills
- Effective Communicator
- Highly knowledgeable of Indigenous Culture and Communities
- Knowledge in the P&C Insurance Industry
- A relationship-builder with a passion for supporting Indigenous Communities
Your Ideal Qualifications
- Minimum 5 years’ experience in commercial insurance
- CAIB or CIP designation and Level 2 Insurance Broker License required. Level 1 license holders may be considered if willing to upgrade within 3 months.
- Valid Driver’s License required
- Familiarity with Statement of Values (SOVs) and insurance documentation
- Proficient in Microsoft Office and the EPIC Broker Management System
As an Indigenous owned organization, we strive to create a welcoming environment for all, and to continue creating opportunities for Indigenous persons within our industries. Preference may be given to qualified Indigenous candidates. Please self declare on your application.
About TIPI Group of Companies
Named as one of the Top Benefits Administration Services Provider in Canada 2024 - Manage HR Magazine
TIPI Insurance Partners and TIPI-IMI Insurance Partners, as part of the TIPI Group of Companies, provide insurance services to more than 300 Indigenous communities from across Northwestern Ontario, Manitoba, Saskatchewan, Alberta, and British Columbia. We are a leader in providing innovative solutions suited to each community in which we work. We have the knowledge to provide communities with the technical advice they need, while using experience and market relationships to develop new products and to provide competitive solutions.
We are adept to dealing with the unique, unusual and unexpected. We are steadfast in our commitment to closing the cap, creating opportunities, building capacity and serving as a catalyst for economic reconciliation.
Property and Casualty Account Executive
About the role
The Opportunity
TIPI-IMI Insurance Partners is seeking our next Property and Casualty Account Executive to serve clients across the Alberta region. Our Account Executives are trusted advisors, strong communicators, and dedicated problem-solvers who understand the unique insurance needs of Indigenous communities and organizations.
In this role, you’ll work alongside our skilled Property & Casualty team to grow our client base, maintain valued relationships, and deliver exceptional service to TIPI-IMI clients. You’ll regularly meet with clients in their communities or workplaces, supporting them throughout the insurance cycle, from applications to claims advocacy.
Job Duties and Tasks
Business Development
- Partner with TIPI Property and Casualty team to pursue and secure new business opportunities
- Strengthen relationships to support client retention and satisfaction
- Cross-sell insurance products and services across the TIPI Group of Companies
- Promote value-added coverage options such as Errors & Omissions (E&O) Insurance, Directors & Officers (D&O), Cyber Insurance, etc.
Client Service
- Present quotes, explain coverage options, and assist with policy binding
- Handle client inquiries and provide professional, timely support
- Act as a client advocate during claims and throughout the policy lifecycle
- Educate clients on their insurance policies and coverage details
- Manage key documents like Certificates of Insurance (COIs) and invoices
Administrative
- Gather and verify detailed insurance application data, including building specs, photos, and permits
- Maintain accurate records of insured properties and policy information
Your Skills
- Effective Communicator
- Highly knowledgeable of Indigenous Culture and Communities
- Knowledge in the P&C Insurance Industry
- A relationship-builder with a passion for supporting Indigenous Communities
Your Ideal Qualifications
- Minimum 5 years’ experience in commercial insurance
- CAIB or CIP designation and Level 2 Insurance Broker License required. Level 1 license holders may be considered if willing to upgrade within 3 months.
- Valid Driver’s License required
- Familiarity with Statement of Values (SOVs) and insurance documentation
- Proficient in Microsoft Office and the EPIC Broker Management System
As an Indigenous owned organization, we strive to create a welcoming environment for all, and to continue creating opportunities for Indigenous persons within our industries. Preference may be given to qualified Indigenous candidates. Please self declare on your application.
About TIPI Group of Companies
Named as one of the Top Benefits Administration Services Provider in Canada 2024 - Manage HR Magazine
TIPI Insurance Partners and TIPI-IMI Insurance Partners, as part of the TIPI Group of Companies, provide insurance services to more than 300 Indigenous communities from across Northwestern Ontario, Manitoba, Saskatchewan, Alberta, and British Columbia. We are a leader in providing innovative solutions suited to each community in which we work. We have the knowledge to provide communities with the technical advice they need, while using experience and market relationships to develop new products and to provide competitive solutions.
We are adept to dealing with the unique, unusual and unexpected. We are steadfast in our commitment to closing the cap, creating opportunities, building capacity and serving as a catalyst for economic reconciliation.