Commercial Account Executive

Princeton Holdings Limited•North Dumfries, ON

12d•Hybrid

About The Position

Reporting to the Senior Vice President of Commercial Mid-Market, the Commercial Account Executive will be responsible for the retention and growth of a designated book of business as well as new business sales including professional insurance services and recommendations. As a Commercial Account Executive, you will be a key contributor to Cowan’s growth strategy and its strong sales culture, through the prospecting of new clients in Mid-Market Commercial Insurance, by organically growing a book of business and by promoting multi-line sales. You will provide exceptional insurance advice to clients, be able to identify and define insurance needs, work effectively with our insurance markets and our commercial lines team.

Requirements

Minimum of 3 years proven Commercial lines sales experience in Mid-Market Commercial Insurance
You have a track record of building and growing a profitable insurance portfolio
Business minded with a passion for technical excellence
Registered Insurance Brokers of Ontario Licence is required or willing to obtain
You are a results driven individual with a strong desire to win business and build relationships
You love networking in community and industry association events
Strong interpersonal skills and excellent communication skills, written and oral
High level of self-motivation, with the ability to perform effectively, with minimal supervision
Highly developed client management skills

Nice To Haves

CAIB or CIP designation (or working towards designation) would be an asset

Responsibilities

Proactively sourcing new business, managing clients and ultimately growing a solid client base
Develop and build relationships with new and existing clients as well as internal and external referral sources and centers-of-influence
Maintain an active sales funnel
Responsible for overall client satisfaction by identifying problems, summarize and develop strategic solutions
Coordinate service delivery within the organization to ensure exceptional client satisfaction
Ensure high level of client satisfaction and exceptional service delivery through education on products, processes, and services and communication
Manage communications for major account level changes with team or clients
Collaborate with Broking team on insurance policy placement for new business and for renewals
Manage complex issues (conflicting data, client objections, industry trends, carrier issues, etc.) and work to offer solutions to both internal and external stakeholders
Communicate with teams to confirm service delivery requirements and manage client expectations
Monitor internal performance to ensure clients’ needs are met in accordance with firm guidelines
Prepare sales presentations or proposals to explain product specifications
Partner with other teams to ensure client needs are met and that actions are compliant