Personal Insurance VIP Account Executive
Jones DesLauriers Insurance Management Inc
2375 Skymark Ave, Mississauga, ON, CA
6d ago

REPORTING TO : Vice President, Personal Operations, Personal Insurance

POSITION SUMMARY : Jones DesLauriers is hiring an Personal Insurance VIP Account Executive and will report to the Vice President, Personal Operations, Personal Insurance.

The successful incumbent will be responsible for achieving business growth on an existing book of business and retaining an existing book of business.

RESPONSIBILITIES :

  • Overall responsible for sales production, quoting, setting up new clients on BMS, retention, and servicing new business written
  • Develop and Implement new business from leads or personal high net work connections
  • Work closely with commercial Account Executive / Producer to obtain leads
  • Mailings to clients of existing VIP commercial clients introducing VIP services
  • Meeting with prospective clients when necessary
  • Accounts receivable collection and file maintenance in accordance with corporate policy
  • Accountable to track personal progress against company sales plans
  • Collaboration with Vice President Personal Operations to provide a strategic overview of the growth initiatives for your book
  • Communicate with Vice President Personal Operations to ensure they remain informed of all significant sales issues
  • Establish and maintain client relationships with ability to identify their needs and mitigate risks
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
  • Maintain a strong work ethic with a total commitment to success each and every day
  • Represent JDIMI professionally in the marketplace
  • REQUIREMENTS :

  • Minimum 10+ years insurance experience
  • R.I.B.O and C.I.P designation required as well as C.A.I.B or at minimum working towards the designation
  • Client development / relationship management experience
  • Strong sales background with demonstrated business acumen
  • University degree desired
  • Superb interpersonal, communication, and effective problem solving skills
  • Ability to be a self-starter with strong written and oral communication skills as well as organizational skills
  • Advanced skills in Outlook, Excel, Word and EPIC
  • Qualified candidates are invited to email their resume and cover letter to : careers jdimi.com

    We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.

    The benefit of working with Jones DesLauriers is more direct involvement with the senior broker responsible for the account the perceived advantage that a large global broker has in obtaining favourable pricing is largely unfounded.

    This letter confirms the excellent service recently provided by Michelle Thorpe and the JDI team. They have consistently advocated for this and have earned my trust.

    Words cannot adequately describe their dedication to ensuring all stake holders (namely the adjuster and insurer) within the process are accountable to the best interest of the client (me).

    Business hours do not exist in disasters the JDI team was available and on call 24 / 7 as required. I am also tremendously grateful for the excellent policy designed by JDI.

    As a result of this, my focus has been getting the business up and running without added stress of an under insured or poorly written policy.

    We appreciate their ability to find solutions and make recommendations based on our own corporate philosophy and attitudes.

    Like Menkes, they are a recognized leader in their industry and we value their contribution to the smooth operation of our company.

    Jones DesLauriers has been our insurance broker in excess of eight (8) years Their representatives are very knowledgeable and understanding of our insurance requirements and are very responsive on a timely basis.

    They provide feedback and recommendations on the most cost effective way to protect our investments.

    We have spoken to six clients of Jones DesLauriers as part of reference checks All referred to specific things that Jones DesLauriers had done in terms of solving an issue that precipitated their move to Jones or in identifying other beneficial changes to their program that had not previously been identified.

    We would not hesitate to recommend Jones DesLauriers to other companies that are interested in working with a brokerage that truly understands their business and addresses their needs in a timely and professional manner.

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