POSITION OVERVIEW The Private Client Solutions Account Executive will leverage in-depth knowledge of insurance sales, services, and diverse product lines to deliver exceptional client experiences. With a natural curiosity, problem-solving skills, and a passion for client satisfaction, the Account Executive will excel in building and maintaining relationships, thriving both independently and as part of a team, utilizing outstanding communication skills to effectively connect with clients and colleagues.
This is a hybrid role with the flexibility to work out of our Acera Kelowna-Hardy location based on the needs of the role and/or as required be management.
Sales Execution
Collaborate with your team and commercial account executives to implement Navacord's service and sales strategies.
Coordinate sales efforts within your team to enhance client outcomes and optimize performance.
Account Management & Reporting
Manage a portfolio of existing house accounts, ensuring high levels of service and client satisfaction.
Enter opportunities into EPIC and provide weekly reports on sales efforts and progress.
Build and maintain a solid pipeline by qualifying leads and following up to expand your business portfolio.
Develop and execute an annual Sales Strategy Plan to guide your activities and achieve objectives.
Relationship Building & Networking
Stay updated with industry trends and peripheral business developments to maintain professional and technical knowledge.
Attend industry and broker functions as needed to enhance networking and industry awareness.
Marketing & Client Engagement
Manage accounts receivable, activities, and client responses in accordance with Navacord's policies and guidelines.
Provide market support to contribute to the overall success of the team.
Demonstrate computer proficiency and adaptability to a paperless work environment.
Administration & Technical Support
Provide technical assistance and support to colleagues with necessary information and resources.
Assist in formatting and preparing client documents, including letters, proposals, and emails.
Organize and store all correspondence and documents in EPIC to ensure accuracy and accessibility.
Prioritize tasks and manage multiple files simultaneously while meeting deadlines consistently.
Level 2 BC Insurance license is preferred.
Demonstrated organizational skills with the ability to manage multiple tasks and meet deadlines.
Navacord is deeply committed to fostering a workplace that embraces diversity, equity, and inclusion. We actively encourage women, Indigenous peoples, members of visible minorities, people with disabilities, and LGBTQ2+ persons to apply.
If you require accommodations during the recruitment process or in the workplace due to a disability or other needs, please let us know. We will work with you to ensure the necessary arrangements are in place to support.
Internal equity to ensure fairness across the organization and region/location is also considered.