Account Executive, Commercial Lines

Role Overview

• New Business Development
• Prospect for and develop new commercial insurance relationships through outbound activity and referral channels
• Promote awareness of HUB's products and services to both prospective and existing clients
• Provide input into strategic and tactical sales planning and contribute to a positive, collaborative sales culture
• Share successes and support the development of Commercial Multiline Account Executives where applicable
• Existing Client Management
• Build and maintain strong client relationships, managing renewals from information gathering through to final terms review
• Mine the book of business for cross-sell and upsell opportunities, including coverage extensions, higher limits, lower deductibles, and referrals into Personal Lines, Life and Group Benefits, Private Client Services, and Auto
• Collaborate with Commercial Account Associates and Marketing to negotiate favourable renewal terms for clients
• Advocate on behalf of clients in the event of a claim and support them through to resolution
• Manage accounts receivable for your assigned book, ensuring payment arrangements are confirmed within 45 days
• Operations and Compliance
• Maintain current knowledge of commercial insurance products, procedures, and market restrictions
• Use CRM, BMS, and scorecards as required
• Attend sales meetings and support the Chief Sales Officer and VP Sales in assessing and improving sales program effectiveness
• Perform other duties as assigned

Requirements

• Level 2 insurance license is required
• Minimum 2 years of commercial insurance experience is preferred
• University degree in Sales, Marketing, or a related field is an asset
• Strong working knowledge of commercial property, liability, and habitational insurance principles and practices
• Proven ability to build and maintain lasting relationships with clients and business partners
• Skilled at identifying client needs, developing proposals, and delivering solutions
• Effective negotiator with strong communication skills, both written and verbal
• Confident presenter with the ability to coordinate and deliver client-facing demonstrations
• Proficient in MS Office and broker management software
• Comfortable with travel and in-person client visits, with flexibility for after-hours availability when required.

Benefits

• Excellent compensation, benefits, RRSP match, referral incentives, and company perks
• Work flexibility
• Paid educational training and vast learning opportunities
• Room for advancement and growth within the organization
• Paid day off for your birthday – we want to celebrate you!