Client Executive, Personal Insurance

Job summary

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

Job details

The Client Executive provides expert insurance advice and customized coverage solutions to new and existing clients while meeting individual and department sales targets. They are responsible for preparing documentation, managing underwriter relationships, and resolving client concerns with professional service. Candidates must hold a RIBO license in good standing and possess approximately two years of personal lines insurance experience. Strong sales passion, excellent communication skills, and proficiency with major domestic personal lines markets are required.

What you’ll do

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

Requirements

Candidates must hold a RIBO license in good standing and possess approximately two years of personal lines insurance experience. Strong sales passion, excellent communication skills, and proficiency with major domestic personal lines markets are required.

Benefits

• Annual bonus plan
• Matching RRSP plan
• Referral commission plan
• Health care spending account
• Continuing education support
• Reimbursement of license fees
• Professional membership dues reimbursement

Listed skills

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

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Personal insurance
• Sales
• Client experience
• Underwriting
• Applied rating services
• Documentation
• 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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