Job Description
Our Client is looking for a Commercial Lines Account Executive (Commercial AE). A sucessful candidate is responsible for generating leads, developing new commercial insurance opportunities, and producing profitable business accounts that contribute to the brokerage’s overall growth. They will manage the sales cycle from prospecting and needs analysis through quoting, presentations, and closing, while working closely with Account Managers, management, insurers, and the broader support team. Responsibilities include meeting sales targets, conducting gap analyses, advising clients on coverage and exclusions, supporting renewals and retention, identifying cross-sell and upsell opportunities, and maintaining accurate prospect and client documentation.
Skills and Requirements
Active RIBO licence in good standing
Minimum 2 years of commercial insurance experience, ideally in a sales or business development capacity
Strong sales, prospecting, negotiation, and relationship-building skills
Ability to generate new business through cold calling, networking, referrals, and inbound leads
Working knowledge of commercial insurance wordings, coverages, exclusions, and underwriting requirements
Ability to assess client needs, identify exposures, perform coverage gap analysis, and recommend appropriate insurance solutions
Strong written and verbal communication skills with a focus on delivering an exceptional client experience
Highly organized with excellent time management, attention to detail, and ability to meet deadlines
Strong computer skills, including Microsoft Word, Excel, and Outlook
Self-motivated,
adaptable, solution-oriented, and comfortable working in a fast-paced, target-driven workplace
Previous experience specifically in a commercial insurance sales/producer role
CIP or CAIB designation, or enrollment/willingness to pursue one
Previous experience using a CRM or brokerage management system
Experience with front-line underwriting and commercial risk analysis
Experience quoting small commercial risks through insurer/company portals
Experience with renewal strategy, remarketing, cross-selling, and upselling
Established networking and business-development skills within the commercial insurance market
Experience collaborating with Account Managers, insurer underwriters, and brokerage management
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to
[email protected].
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📌 Commercial Lines Account Executive (Ontario)
🏢 Insight Global
📍 Ontario