Advisor, Programs

Job summary

The Account Executive manages a portfolio of clients, providing expert advice on insurance products and risk management. They are responsible for leading the team, delegating tasks, and ensuring accurate documentation and billing for all client accounts.

Job details

Navacord is one of Canada’s largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations across Canada, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients. Navacord invests time to understand our clients, reducing their total cost of risk, and helping them build stronger organizations. THE ROLE The Account Executive is responsible for managing a portfolio of clients. Account Executives are expert advisors responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business. In addition, The Account Executive is responsible for the input of new business and marketing documents as well as other administrative duties as required to enhance the team’s overall effectiveness. As an Account Executive, you are a Captain. You are a problem solver who likes change and innovation while controlling the big picture. You are; Venturesome, a risk-taker who is confident and a self-starter; Independent and strong willed, connecting easily with others; A natural leader, inspiring and challenging those around you; Assertive, results oriented, diplomatic and impatient. WHAT YOU’LL DO: Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service; Works closely with the team on all aspects of client service, marketing, and renewal while adhering to Navacord’s best practices and standard procedures; Responsible to delegate, develop, and coach the Account Assistant’s work to ensure timelines are being met and to review accuracy of documentation; Manage account documentation (i.e., routine inquires, quotes, cover notes, statement of values, insurance contracts, endorsements, cancellations, etc.); Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements; Ensure EPIC workflows are followed including maintaining and updating custom forms; Ensure accurate and timely servicing and billing of accounts; Actively develop an increased knowledge of related insurance products and client needs; Participate in training and professional development courses to enhance skills and industry knowledge; Other duties as required. WHAT WE REQUIRE: Demonstrated breadth across commercial insurance and depth with policy wordings and coverages within key industry sectors; Level II license or equivalent and relevant industry experience required; preferred an academic background consisting of post secondary education, certificates, industry programs, such as CIP, CRM and CAIB or working towards; Solid mentorship skills and teaming capability; the ability to lead and motivate, delegate, and rally colleagues; A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience; Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability; Advanced skills in Microsoft Office Suite and internal Broker Management Systems (EPIC). Navacord is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.

What you’ll do

The Account Executive manages a portfolio of clients, providing expert advice on insurance products and risk management. They are responsible for leading the team, delegating tasks, and ensuring accurate documentation and billing for all client accounts.

Requirements

Candidates must have a Level II insurance license and extensive experience with commercial insurance policy wordings. A post-secondary education and professional designations such as CIP, CRM, or CAIB are preferred.

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• Mentorship · Preferred
• adaptability · Preferred
• Leadership · Preferred
• Risk Management · Preferred
• Decision Making · Preferred
• Communication · Preferred
• Critical Thinking · Preferred
• Client Relationship Management · Preferred
• Microsoft Office Suite · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Commercial insurance
• Policy wordings
• Risk management
• Client relationship management
• Mentorship
• Leadership
• Critical thinking
• Problem solving
• Decision making
• Communication
• Adaptability
• Microsoft Office Suite
• EPIC
• Customer service
• Business acumen
• Self-Starter
• Professionalism
• Workflow Management
• Diplomacy
• Administrative Functions
• Assertiveness
• Billing
• Customer Relationship Management
• Business Acumen
• Decision Making
• Customer Service
• Critical Thinking
• Marketing
• Innovation
• Problem Solving
• Risk Management
• Microsoft Office
• Teamwork

Job areas

• Finance & Accounting
• Management & Leadership
• Customer Service & Support
• Administrative
• Program Advisor
• Insurance Customer Service Representative
• Insurance Representatives
• Customer Service Representatives

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