Opens an external site
- Employment type
- Full-time
- Experience level
- Mid-level · 2+ years
- Minimum education
- Professional degree
- Apply by
- Sep 1, 2027
- Posting language
- English
- Working hours
- 35 hours per week
Job summary
The Client Executive is responsible for initiating and developing new commercial lines relationships while managing the sales process for small market business clients. They will also collaborate with underwriting staff to develop submissions and ensure high-quality service delivery to clients.
Job details
The Client Executive is responsible for initiating and developing new commercial lines relationships while managing the sales process for small market business clients. They will also collaborate with underwriting staff to develop submissions and ensure high-quality service delivery to clients. Candidates must hold a valid AB General 1 license and possess at least 3 years of commercial or personal lines sales experience. Strong technical proficiency in insurance software and excellent interpersonal communication skills are required for this role.
What you’ll do
The Client Executive is responsible for initiating and developing new commercial lines relationships while managing the sales process for small market business clients. They will also collaborate with underwriting staff to develop submissions and ensure high-quality service delivery to clients.
Requirements
Candidates must hold a valid AB General 1 license and possess at least 3 years of commercial or personal lines sales experience. Strong technical proficiency in insurance software and excellent interpersonal communication skills are required for this role.
Benefits
- Annual bonus plan
- Matching RRSP plan
- Referral commission plan
- Health care spending account
- Continuing education support
- License fee reimbursement
- Professional membership dues reimbursement
Listed skills
- Sales · Preferred
- Microsoft Office · Preferred
- Communication Skills · Preferred
- Client Relationship Management · Preferred
- Salesforce · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Commercial insurance
- Sales
- Lead management
- Underwriting
- Client relationship management
- Cross-selling
- Analytical skills
- Organizational skills
- Communication skills
- Emotional intelligence
- Applied EPIC
- Salesforce
- Microsoft Office
- Risk assessment
- Insurance licensing
Job areas
- Sales
- Finance & Accounting
- Customer Service & Support
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