Location(s):

Belleville to Kingston, Ontario Region

Reporting to:

President

Role:

Responsibilities:

- Overall responsible for sales production andretention on a book of business.
- Accountable to track personal progress against company sales plans
- In collaboration with the President, provide a strategic overview of the growth initiatives for the book
- Deliver industry leading client service
- Communicate with the President to ensure they remain fully informed of all significant sales issues
- Establish and maintain client relationships with ability to identify their needs and mitigate risks
- Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers,
claim submissions, and billing clarification
- Support, mentor and engage with the commercial account team assigned to assist on the book of business
- Maintain a robust work ethic with a total commitment to success each and every day




- Represent Whitley Newman Insurance and Financial Services professionally in the marketplace

Requirements:

- Minimum 5+ years of commercial insurance experience
- R.I.B.O and C.I.P designation required as well as C.A.I.B or at minimum working towards the designation
- Client development/relationship management experience
- Strong sales background with demonstrated business acumen
- University degree desired
- Superb interpersonal, communication, and effective problem-solving skills
- Ability to be a self starter with strong written and oral communication skills as well as organizational skills
- Advanced skills in Outlook, Excel, Word and EPIC

HOW TO APPLY

- Please submit cover letter and resume to [email protected]
- We are committed to providing accommodations for persons with disabilities. If you require accommodation, we will work with you to meet your needs.

📌 Account Executive Commercial Insurance (Canada)
🏢 Whitley Newman Insurance & Financial Services
📍 Canada