Account Executive (Bilingual) – Private Client

Location: Hybrid in Ottawa- Current Vacancy

Join Halpenny – Proudly Independent and Canadian Owned

At Halpenny Insurance Brokers, we've been helping clients protect what matters most since 1912. As Ottawa's largest independent, Canadian owned insurance brokerage, we combine the strength and stability of an established national organization with the personalized service and local expertise our clients value.

Are you a bilingual insurance professional who thrives on building relationships, winning new business, and delivering exceptional service to affluent clients? If so, we'd love to hear from you.

We're growing and looking for a Bilingual Private Client Account Executive who is dynamic and results driven. As the Account Executive you will be responsible for hunting new business and managing a small, dedicated book of High-Net Worth and VIP clients.

About the Role

This role is ideal for a self-motivated "go-getter" who thrives on building an organic sales pipeline while delivering proactive, high-touch account management, renewals, and cross-sell services. In addition to generating sales, you will act as a trusted advisor, leveraging industry knowledge to provide a best-in-class client experience through customized insurance solutions for a portfolio of High-Net Worth and VIP clientele.

Key Responsibilities

New Business & Pipeline Development (80%)

- Proactively Hunt for Business: Build and manage a robust pipeline through aggressive prospecting, cold outreach, community involvement, and networking.
- Convert Warm Opportunities: Capitalize on an internal pipeline of group,



and substantial Commercial Lines cross-sell referrals (including premium first-responder group programs).
- Quote & Close Deals: Identify prospect needs, utilize Applied Rating Services or Company Portals to secure competitive terms and close value-driven sales.

Account Management and Client Care (20%)
- Manage a small portfolio of primarily French speaking personal insurance clients
- Build solid client relationships and provide professional insurance advice tailored to individual needs
- Support policy renewals, endorsements, and claims inquiries
- Promote client retention through proactive account management and exceptional service
- Maintain accurate client records and documentation in compliance with regulatory requirements
- Collaborate with insurance carriers and internal teams to deliver effective client solutions

What You'll Bring

Required Qualifications

- Valid RIBO licence
- Fluency in both French and English (written and verbal)
- Experience using insurance broker management systems and related technologies
- 3+ years of Personal Lines experience within an insurance brokerage or financial services setting.
- A relentless drive for results, a competitive spirit, and a proven track record of prospecting and winning new business.




- Extensive knowledge of Major Domestic Personal Lines Markets.
- Superb verbal and written communication skills. Strong attention to detail with the ability to self-manage, multitask, and stay focused on priorities in a fast-paced environment.

Preferred Qualifications

- Experience managing a book of business centered around high net worth clients
- Post-secondary education in business, insurance, or a related field

Why Join Halpenny?

- Competitive base and commission combination totaling 85,000 (with uncapped commissions the earning potential could exceed this amount)
- Hybrid work options in Ottawa or Toronto, with remote opportunities elsewhere in Canada
- Comprehensive health and dental benefits and a Wellness Spending Account
- Group RRSP with employer matching
- On-demand learning through IBO and professional development opportunities
- Flexible personal days for illness, emergencies, or family needs
- Collaborative, inclusive, and supportive workplace culture
- Career growth opportunities across our Private Client, Commercial Insurance, and Employee Benefits divisions

Interested in joining our team? Apply Today Please submit your resume and a brief cover letter outlining your qualifications and interest in the role to: [email protected]

Halpenny is committed to equal opportunity employment. Accommodations are available upon request for applicants with disabilities throughout the recruitment and selection process.

Halpenny may use AI as part of the recruitment process.

We thank all applicants for their interest. Only those selected for an interview will be contacted.

📌 Account Executive (Bilingual) - Private Client (Ottawa)
🏢 Halpenny
📍 Ottawa