Personal Lines Account Executive
Job Born
Oakville, ON
5d ago

Job # j-5380

Personal Lines Account Executive

Position Summary & Objective :

The Personal Lines Account Executive will be responsible for achieving specific sales targets.

Principally to advise prospective clients on matters of coverage and pricing, to place the client’s

risks with the most suitable market on a timely basis and to ensure the accuracy and integrity of

documents and data according to the workflows of the brokerage.

Essential Functions :

  • Sales
  • Respond to request for quotes from internal staff, group members, and all other sources
  • Cross sell and upsell existing clients, seeking to further increase book size
  • Solicit additional business from existing client base, and gain referrals to new prospects
  • Round out accounts
  • Schedule meetings with qualified prospects
  • Present proposals to prospects, negotiate terms and ultimately close the sale
  • Assist clients and family members with new insurance requirements
  • Prepare all necessary new sales paperwork and submit to AA’s for processing
  • Proactively ask for referrals from existing clients
  • Develop COI’s and network in the community
  • Cross sell into existing commercial book
  • Identify potential Groups and market to these groups
  • Develop marketing plans to gain new customers
  • Skills & Qualifications :

    Education - University Degree, preferred

    Languages - Ability to speak French would be viewed as an asset

    License & Certification - RIBO License required, CAIB, CIP, & CRM is an asset

    Industry Experience - Minimum three years of industry experience

    Computer Skills - Proficiency in TAM, advanced MS Office & Excel skills

    Other Technical Skills - Working experience of Compuquote & Company

    Portals is a definite asset

    Compensation :

    Salary Range Guideline

    Vacation Days

    Personal Days & Birthday

    Group Benefits Plan

    Registered Retirement Savings & Pension Plan

    Education Reimbursement

    Please Quote Job # j-5380

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