5-7 years of experience in commercial insurance with a focus on policy wordings and coverages.
Level II license or equivalent; relevant industry certifications preferred (CIP, CRM, CAIB).
Strong mentorship and leadership skills with a proven ability to motivate and delegate.
Excellent diplomatic skills and business acumen focused on customer service.
Proficient in analysis, problem-solving, and critical thinking.
Advanced proficiency in Microsoft Office Suite and Broker Management Systems (EPIC).
Responsibilities
Lead by example and uphold company values while fostering business relationships.
Collaborate with the team on client service, marketing, and renewals following best practices.
Delegate tasks and mentor the Account Assistant to ensure timely and accurate work.
Manage comprehensive account documentation including inquiries, quotes, and contracts.
Analyze client coverage and risk to tailor product/service offerings.
Ensure adherence to EPIC workflows and maintain custom forms.
Guarantee accurate and timely account servicing and billing.
Benefits
Opportunities for professional development and training.
Supportive team environment that encourages innovation and change.
Access to a diverse portfolio of clients and industry sectors.
Potential for career advancement within the organization.
Full Job Description
THE ROLE
The Account Executive is responsible for managing a portfolio of clients. Account Executives are expert advisors responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business. In addition, The Account Executive is responsible for the input of new business and marketing documents as well as other administrative duties as required to enhance the team's overall effectiveness.
As an Account Executive, you are a Captain. You are a problem solver who likes change and innovation while controlling the big picture. You are;
Venturesome, a risk-taker who is confident and a self-starter;
Independent and strong willed, connecting easily with others;
A natural leader, inspiring and challenging those around you;
Assertive, results oriented, diplomatic and impatient.
WHAT YOU'LL DO:
Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service;
Works closely with the team on all aspects of client service, marketing, and renewal while adhering to Navacord's best practices and standard procedures;
Responsible to delegate, develop, and coach the Account Assistant's work to ensure timelines are being met and to review accuracy of documentation;
Review client's current coverage and exposures, loss experience and analyze risk to determine the product/service requirements;
Ensure EPIC workflows are followed including maintaining and updating custom forms;
Ensure accurate and timely servicing and billing of accounts;
Actively develop an increased knowledge of related insurance products and client needs;
Participate in training and professional development courses to enhance skills and industry knowledge;
Other duties as required.
WHAT WE REQUIRE:
Demonstrated breadth across commercial insurance and depth with policy wordings and coverages within key industry sectors;
Level II license or equivalent and relevant industry experience required; preferred an academic background consisting of post secondary education, certificates, industry programs, such as CIP, CRM and CAIB or working towards;
Solid mentorship skills and teaming capability; the ability to lead and motivate, delegate, and rally colleagues;
A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience;
Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability;
Advanced skills in Microsoft Office Suite and internal Broker Management Systems (EPIC).
