Account Executive, Personal Lines

Job Overview

We are currently looking for an Account Executive to join our Personal Lines team in our Calgary office. Our ideal candidate will have at least 3 years of experience in VIP Personal Lines and have their Insurance License Level 2.

Responsibilities

• You will engage verbally and electronically with our clients to determine their needs, provide expert advice, and ensure the best coverage for them;
• Experience with supporting high net worth VIP clientele.
• Experience with Auto, Home, boat, recreational, and umbrella policies
• You will develop new business opportunities;
• You will manage all aspects of an existing book of personal lines clients, including reviewing, cross selling of products and remarketing;
• You will respond to all customer and company inquiries by providing effective and efficient customer service to verbal and written enquiries;
• You will manage and process renewals on a timely basis and maintain high levels of client retention.
• All other duties as required.

Who You Are

• You have a Level 2 Insurance License;
• Personal Insurance Lines experience;
• Proficient in EPIC and Insurer Portals.
• RIBO license is an asset and will be required to obtain;
• CAIB, CIP, FCIP or CRM designation would be considered an asset;
• You are a self-starter who is highly organized with exceptional attention to detail;
• You have excellent verbal and written communication skills;
• You have Intermediate computers skills, including Microsoft Office Suite and Applied EPIC;
• You have a friendly professional demeanor with a good sense of business acumen;
• You have a natural ability to thrive in a team environment and work well with others;
• You are driven to success and can represent our brand in all insurance interactions.
• Excellent organizational skills
• Comfortable multi-tasking and prioritizing without guidance
• Punctual with strong attendance history.

We encourage applications from all qualified candidates. Please forward your resume and cover letter to Roni Furgeson: rfurgeson@wmbeck.com.