We are currently looking for an Account Executive to join our Personal Lines team in our Calgary office. Our ideal candidate will have at least 3 years of experience in VIP Personal Lines and have their Insurance License Level 2.
Responsibilities:
- You will engage verbally and electronically with our clients to determine their needs, provide expert advice, and ensure the best coverage for them;
- Experience with supporting high net worth VIP clientele.
- Experience with Auto, Home, boat, recreational, and umbrella policies
- You will develop new business opportunities;
- You will manage all aspects of an existing book of personal lines clients, including reviewing, cross selling of products and remarketing;
- You will respond to all customer and company inquiries by providing effective and efficient customer service to verbal and written enquiries;
- You will manage and process renewals on a timely basis and maintain high levels of client retention.
- All other duties as required.
- You have a Level 2 Insurance License;
- Personal Insurance Lines experience;
- Proficient in EPIC and Insurer Portals.
- RIBO license is an asset and will be required to obtain;
- CAIB, CIP, FCIP or CRM designation would be considered an asset;
- You are a self-starter who is highly organized with exceptional attention to detail;
- You have excellent verbal and written communication skills;
- You have Intermediate computers skills, including Microsoft Office Suite and Applied EPIC;
- You have a friendly professional demeanor with a good sense of business acumen;
- You have a natural ability to thrive in a team environment and work well with others;
- You are driven to success and can represent our brand in all insurance interactions.
- Excellent organizational skills
- Comfortable multi-tasking and prioritizing without guidance
- Punctual with strong attendance history.
