Account Executive, Private Client Services

Talent Acquisition Team at Westland Insurance. Text reply only. • Burlington, ON

3d • CA$64,000 - CA$80,000 • Hybrid

About The Position

Westland Insurance Group Ltd has an exciting opportunity for an Account Executive, Private Client Services to join our team at our office in Burlington, ON. You will be responsible for developing and maintaining strong relationships with high-net-worth individuals and key clients understanding their unique needs and delivering customized insurance solutions. As an Account Executive, Private Client Services, you’ll thrive in a supportive and collaborative team environment to achieve shared goals and drive business success.

Requirements

• 3-5+ years experience in high-net-worth or private client services, or 10+ years of experience in Personal Lines insurance, with a willingness to learn private client services
• Insurance Broker Level 2 License

Nice To Haves

• Attention to detail with strong analytical, organizational and time management skills
• Friendly and professional demeanour exhibiting a high degree of initiative
• Working towards or completion of the CAIB / CIP designation

Responsibilities

• Manage a designated portfolio of high-net-worth personal insurance clients, ensuring personalized service, retention, and long-term satisfaction.
• Deliver extraordinary value to our clients by assessing client exposures, advising on tailored insurance solutions, and clearly communicating why recommended coverage is the best fit.
• Drive revenue growth by achieving new business targets, identifying upselling and cross-selling opportunities.
• Collaborate closely with internal departments to deliver cohesive and comprehensive service to shared clients.
• Respond promptly and professionally to client inquiries related to coverage, billing, claims and other service needs, maintaining high service standards and quick turnaround times.
• Identify and cultivate new business through strategic networking, community involvement, and generating internal referrals.
• Continuously upgrade product and market knowledge to stay informed of evolving insurance solutions and provide expert-level advice to clients.
• Engage in networking events, industry conferences, and client seminars to boost your professional presence and expertise.
• Drive sales results by expanding existing insurance programs and exceeding sales targets by developing and implementing strategic sales plans.
• Motivated to succeed and grow a book of business utilizing proven ability to attract and retain high net worth clientele.

Benefits

• Financial assistance is available for approved work-related training/development courses leading to certification
• Programs that offer professional development, including seminars and conferences
• An open, flexible and welcoming workplace
• Plenty of opportunities to grow and learn
• Autonomy to drive your own success
• Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds
• A total rewards program that takes care of your financial, physical, and mental health
• Flexible paid Values Days to celebrate days important to you
• Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed