Commercial Account Executive Role
We are seeking a highly skilled Commercial Account Executive to join our team. This role requires strong problem-solving skills, a positive attitude, and the ability to prioritize multiple tasks in a fast-paced environment.
The successful candidate will collaborate with account producers and marketers to understand client needs and recommend solutions for placement, terms, and conditions.
* Maintain maximum retention of existing business through exceptional client service
* Attend client meetings and respond promptly to emails and telephone calls
* Prepare client documents, including renewal summaries, proposals, and underwriting submissions
* Monitor abeyances and update spreadsheets such as statements of values and contractors equipment schedules
* Liaise with the placement team on placements, renewals, and midterm policy changes
You will work closely with a diverse team of experienced professionals who are committed to delivering exceptional results. We offer a competitive salary and benefits package, professional development training, and a collaborative work environment.
Requirements:
* Level 2 Insurance License
* Minimum 5 years account management experience and strong knowledge of commercial lines insurance
* CAIB, CIP, FCIP, or CRM designation and university/college education considered an asset
* Self-starter with excellent verbal and written communication skills
* Intermediate computer skills, including Microsoft Office Suite and Applied Epic