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 sales targets. They are responsible for preparing documentation, managing underwriter relationships, and resolving client concerns with professional expertise.

Job details

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

What you’ll do

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

Requirements

Candidates must hold a valid RIBO license and possess approximately two years of experience in personal lines insurance. Strong communication, organizational skills, and proficiency with major domestic personal lines markets are essential 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

• Time management · Preferred
• interpersonal skills · Preferred
• Sales · Preferred
• Communication · 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
• Interpersonal skills
• Communication
• Multi-tasking
• EPIC fluency

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support

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