Account Executive - Commercial Ops General

Job content

Westland Insurance Group Ltd has an exciting opportunity for a Commercial Account Executive at our Lethbridge, ABoffice. You will be responsible for maintaining and growing a book of business and acting as an advisor to foster valued relationships with our commercial clients. Are you a results driven person who also loves providing exceptional client service? If so, you will love working for Westland!

What we offer:

• A highly customer centric organization and position focused on service first
• High-growth company environment with great opportunity for personal development
• Competitive Base salary + Commission
• Comprehensive medical and dental benefits
• Diverse mix of staff and demonstrated work/life balance
• Career growth opportunities and continuing education programs

The Opportunity:

As Commercial Account Executive you will represent Westland Insurance Group Ltd. and be responsible for maintaining and growing a book of business. This includes fostering valued relationships with existing and potential commercial clients and providing professional insurance services and advice to commercial clients. You will leverage your experience in sales and commercial insurance to deliver innovative and effective insurance solutions to clients. You will be essential in helping achieve Westland’s organic growth strategy.

In this role you’ll:

• Grow a book of business and ensures retention of existing commercial insurance accounts through superior client service and effective management of client expectations
• Review client / prospect exposures, loss experience and current coverage, and analyze the risk to determine the product / service requirements
• Market to insurers and negotiate best terms and conditions on behalf of clients; prepare marketing submissions, proposals and summaries of insurance
• Perform all duties related to management of commercial relationships; engages with clients to determine and fulfill their insurance needs; provides expert advice to ensure their best insurance coverage and protection; and provides claims and customer service support as required
• Cross-sell and expand existing insurance programs with clients; develop and manage client relationships in order to increase sales and cultivate new business opportunities; identify specific client / prospect needs and develop innovative and cost effective solutions.
• Meet with / contact prospective clients and develop positive business relationships; maintain strong client relationships through proactive contact via phone, letter, email and in-person
• Develops strong working relationships with all functions within the company to improve client service and increase cross-selling opportunities
• Maintain detailed records of actions, recommendations, and declined coverage; checks policies, endorsements and other documents for accuracy
• Manage all account collection activities, including A/R follow up, reviewing payments, etc.
• Participate in professional development activities / courses
  
  

Here’s what you bring:

• Insurance Broker Level 2 License
• Working towards or completion of CAIB / CIP designation
• Minimum 5 years’ Commercial Lines experience
• Previous sales experience
• Deep understanding and knowledge of Commercial Lines
• Customer Service Champion
• Strong communication and interpersonal skills
• Strong attention to detail and accuracy
• Excellent organizational skills and the ability to juggle multiple priorities
• Ability to develop and maintain effective relationships with internal and external clients
• Strong computer skills and proficiency in MS Office
• Proven track record of managing and growing a book of business
• Ability to work collaboratively as part of a team and independently with limited supervision