Group & VIP Personal Lines Account Executive / Team Lead

Aplin

$80K — $100K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • RIBO License
  • 5-7+ years in insurance brokerage, focusing on personal lines and high-net-worth accounts
  • Experience quoting with carriers like Chubb, Ovation, and Prestige
  • Proven leadership skills for managing an independent team
  • Familiar with Power Broker software (asset)
  • Strong multitasking and business growth skills
  • Flexibility to occasionally travel to meet clients

Responsibilities

  • Liaise with high-net-worth clients for quotes and communication with premium carriers
  • Manage group insurance quotes for existing clients, coordinating with producers
  • Lead and mentor a team of 5 experienced account managers and CSR's
  • Assist in recruiting and training new team members
  • Collaborate on high-net-worth submissions and renewals
  • Oversee team workflow and address operational challenges

Benefits

  • Commission on new and renewal friends & family business
  • Generous employer-covered health & dental plan
  • Annual salary reviews
  • Flexible vacation time based on experience
Full Job Description
We are recruiting an experienced Personal Lines broker with expertise in Group quoting and exposure to servicing VIP clientele as well. In this role you will deal with generating new business out of existing accounts, manage day to day people management for a team of 5 experienced Account Managers, and help out producers with submissions for VIP/High-net-worth clientele.

If you are in the Markham area, and are interested in a role where you will wear multiple hats, our client with a 40+ year history, is waiting to hear from you!

Compensation
  • $80,000 to $100,000 in base salary depending on experience

Benefits & Perks
  • Commission on new and renewal friends & family business (expected to be done outside of core working hours)
  • Generous employer covered health & dental plan
  • Annual salary reviews
  • Flexible vacation time based on experience
Responsibilities
  • Serve as theliaison for high-net-worth clients, handling quotes and communication with premium carriers such as Chubb, Ovation, and Prestige
  • Manage group insurance quotes for existing clients and new prospects, including coordinating with producers for high-end markets
  • Lead and support a team of 5 experiencedaccount managers and CSR's, ensuring smooth operations, tracking attendance, and providing mentorship
  • Assist with recruiting and training new team members
  • Collaborate with producers to handle high-net-worth submissions, renewals, and cross-selling opportunities
  • Oversee team workflow, address operational issues, and communicate managerial updates
Qualifications
  • RIBO License
  • 5-7+ years' experience in an insurance brokerage setting with strong experience in sales and service for personal lines and High-net-worth accountrisks
  • Experience quoting for multiple carriers including Chubb, Ovation, and Prestige.
  • Leadership skills to support an experienced, independent team
  • Familiarity with Power Broker is an asset
  • Ability to manage multiple priorities and drive business growth
  • Willingness to work in an office environment with some flexibility for traveling occasionally


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