27 Oct
|
ecl.vincere.io
|
Canada
27 Oct
ecl.vincere.io
Canada
Commercial Account Executive
About Our Client
Our client is a well-established insurance brokerage with over five decades of experience delivering trusted risk management and insurance solutions to businesses and individuals. Known for its client-first philosophy and strong industry relationships, the organization has built a reputation for combining deep technical expertise with a personalized approach to service.
With a legacy of steady growth and a strong foundation in community values, the company is currently expanding its presence across Western Canada. This growth presents a unique opportunity for entrepreneurial insurance professionals who are eager to help shape the next chapter of the organization’s regional expansion.
Employees benefit from a collaborative culture where expertise is valued, innovation is encouraged, and professional development is supported. This role offers the chance to build meaningful client relationships, contribute to business growth, and play a key role in introducing a highly respected brokerage model to recent markets.
Key Responsibilities
As the Commercial Account Executive , you will drive business growth by developing new client relationships and delivering tailored insurance solutions that protect and support commercial operations. Your responsibilities will include:
Business Development & Client Acquisition:
- Develop and maintain a strong pipeline of prospective commercial clients through networking, referrals, and targeted outreach.
- Identify client needs and present customized insurance strategies that align with their risk exposures and business objectives.
Sales & Portfolio Management:
- Manage the full sales cycle from prospecting and proposal development through negotiation and policy binding.
- Maintain and grow a portfolio of commercial clients by providing ongoing support, coverage reviews, and renewal strategies.
Client Relationship Management:
- Build trusted, long-term relationships with business owners and key stakeholders by providing responsive and knowledgeable service.
- Act as a strategic advisor to clients by proactively identifying coverage gaps and recommending appropriate solutions.
Internal & Carrier Collaboration:
- Partner closely with underwriting, service, and administrative teams to deliver seamless client experiences.
- Work with insurance carrier partners to negotiate competitive terms and ensure optimal coverage solutions for clients.
Market Awareness & Industry Knowledge:
- Stay informed on insurance market conditions, regulatory changes, and emerging industry trends.
- Continuously develop product knowledge to effectively position solutions and strengthen advisory capabilities.
Qualifications
To succeed in this role, candidates should demonstrate the following:
Education & Experience:
- A background in insurance, business, or a related field is considered an asset.
- 3+ years of experience in commercial insurance sales, account management, or a related client-facing role.
Technical Skills:
- Active Level 2 insurance licence in British Columbia or Alberta (or willingness to obtain).
- Proficiency with CRM systems and Microsoft Office; experience with Applied EPIC is considered an asset.
Key Competencies:
- Strong relationship-building, communication, and negotiation skills.
- A results-driven mindset with the ability to develop new business opportunities.
- Excellent organizational skills with the ability to manage multiple priorities.
- A collaborative and proactive approach to client service and teamwork.
We are proud to apply principles of diversity, equity, and inclusion in all our recruitment practices, ensuring eq
📌 Commercial Account Executive (Canada)
🏢 ecl.vincere.io
📍 Canada