Client Executive, Personal Insurance

Job summary

The Client Executive provides expert insurance advice and customized coverage solutions to prospects while meeting individual and department sales targets. They are responsible for preparing documentation, maintaining underwriter relationships, and resolving client concerns with professional service.

Job details

The Client Executive provides expert insurance advice and customized coverage solutions to prospects while meeting individual and department sales targets. They are responsible for preparing documentation, maintaining underwriter relationships, and resolving client concerns with professional service. Candidates must hold an AB Gen 1 License and have approximately 2 years of experience in Personal Lines insurance. Strong interpersonal skills, proficiency with major domestic insurance markets, and the ability to work in a fast-paced, sales-focused environment are required.

What you’ll do

The Client Executive provides expert insurance advice and customized coverage solutions to prospects while meeting individual and department sales targets. They are responsible for preparing documentation, maintaining underwriter relationships, and resolving client concerns with professional service.

Requirements

Candidates must hold an AB Gen 1 License and have approximately 2 years of experience in Personal Lines insurance. Strong interpersonal skills, proficiency with major domestic insurance markets, and the ability to work in a fast-paced, sales-focused environment are required.

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
• Time management · Preferred
• Communication Skills · Preferred
• Teamwork · Preferred
• Multi-Tasking · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Personal insurance
• Sales
• Client experience
• Insurance documentation
• Underwriting
• Applied rating services
• Analytical skills
• Organizational skills
• Time management
• Communication skills
• Teamwork
• Multi-tasking
• Computer skills
• EPIC fluency

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support

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