Apply insurance sales expertise and client relationship skills as an Account Executive with Acera in Kelowna, working in a hybrid model.

The Private Client Solutions Account Executive manages existing accounts and develops current business. This role uses insurance product knowledge, EPIC, communication skills, and sales planning to support client satisfaction. You will collaborate with colleagues, commercial account executives, and insurance underwriters.

Key Responsibilities:

- Manage existing house accounts and maintain high service levels
- Build pipelines by qualifying leads and expanding business portfolios
- Enter opportunities into EPIC and submit weekly sales reports
- Develop annual Sales Strategy Plans to achieve objectives
- Prepare client proposals, correspondence, and supporting documentation

Requirements:

- Level 2 BC Insurance license preferred
- Proven ability to build and maintain client relationships
- Solid curiosity about clients' insurance needs
- Ability to work independently and collaboratively
- Excellent verbal and written communication skills

Bring insurance knowledge, account management, EPIC experience, and relationship-building skills to Acera's Private Client Solutions team.

📌 Private Client Insurance Account Executive (Kelowna)
🏢 Navacord
📍 Kelowna