Account Executive
Core
A sales and account management role focused on acquiring new business and managing an existing portfolio of professional and financial insurance clients.
Role type
Account Executive (Commercial Insurance)
Builds
Bespoke risk management solutions and insurance coverage for professional and financial services sectors.
Domain
Insurance / Risk Management
Deliverable
client delivery
Required skills
commercial insurance sales, portfolio management, business development, strategic planning, client relationship management, market strategy, quoting and binding, cross-selling, Microsoft Office proficiency
Preferred skills
EPIC broker management system experience, CAIB/CIP/CRM designations, post-secondary degree
Responsibilities
Create and execute targeted marketing strategies to acquire new business, oversee a diverse book of business ensuring optimal coverage, cultivate partnerships with clients and insurers, formulate annual business plans, provide guidance to support staff, manage administrative duties including file maintenance and reporting
Seniority
Mid-Senior level (5+ years experience required)
