Full-Time Personal Lines Account Executive – High Net Worth
Job Description
Our client is one of Canada’s leading independent insurance brokerages. They have unique commercial insurance expertise in several industry niche markets, as well as private client insurance and corporate group benefits consulting. Our client proudly employs some of the best insurance professionals in the business. The team consists of a dynamic group of individuals, including some of the brightest minds in risk management.
Position Summary & Objective:
• The Personal Lines Account Executive will be responsible for achieving specific sales targets. Principally to advise prospective clients on matters of coverage and pricing, to place the client’s risks with the most suitable market on a timely basis and to ensure the accuracy and integrity of documents and data according to the workflows of the brokerage.
Essential Functions:
Sales
• Develop centers of influence (COI’s) and network in the community
• Cross sell into existing commercial book
• Respond to request for quotes from internal staff, group members, and all other sources
• Cross sell and upsell existing clients, seeking to further increase book size
• Solicit additional business from existing client base, and gain referrals to new prospects
• Round out accounts
• Schedule meetings with “qualified” prospects
• Present proposals to prospects, negotiate terms and ultimately close the sale
• Assist clients and family members with new insurance requirements
• Prepare all necessary new sales paperwork and submit to AA’s for processing
• Proactively ask for referrals from existing clients
• Participating in identifying potential Groups and market to these groups
• Participate in developing marketing plans to gain new customers
Documentation
• Confirm all client and prospect files in the BMS are current and up to date
• Guarantee all client correspondence is attached to the BMS according to department standards
. Ensure activities in BMS are added and updated according to department standards
Additional Duties:
• If required, attend onsite appraisals
• Order report such as MVR, AutoPlus and HITS
• Send COC’s and binders when required
• Deliver client documents when necessary
• Maintain an ongoing working knowledge of all available carriers and products
• Actively participate in continued learning programs or training
• Attend company functions
• Correspond with underwriters
• Attend client meetings with Commercial Account Executives
Performance Expectations:
• Adherence to department workflows, department service standards to clients, employees & vendors Core Competency
How to Apply
Insurance Career Network is a recruitment firm focused exclusively on the insurance industry. Our relationships, knowledge and leading experience enable us to connect leading insurers, brokerage firm and independent adjusting firms with the most talented candidates for each role. Since 1991, we have been building and nurturing relationships and with over 13,000 registered candidates, we can tap into our highly technical experience for our clients. Our recruiters come directly from insurance related positions and bring a wealth of knowledge to each recruitment assignment. TO APPLY: Register and submit your resume through this site or email your resume to monica@insurancecareernet.com or call Monica for more information 416 703-5120 x201.61 total views, 1 today
