Commercial Account Executive
HUB International
full-time
Posted on:
Location Type: Office
Location: Kamloops • Canada
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About the role
- Effectively managing customer expectations
- Answer telephones and assist clients with questions regarding their coverage
- Communicate with company personnel regarding the client’s needs and/or problems
- Understand agency rating system and company rating systems and websites
- Negotiate with the underwriters from other insurance companies on rates and coverage
- Follow-up on requested changes, renewals, etc. with insurance companies
- Reviewing and analyzing claims and discussing with clients
- Discussing & Explaining coverage to clients
- Accounts receivable follow-up
- New business and renewal sales presentations
- Closing the deal - up selling/ cross selling
- Prospecting for new business usually $20,000 to $100,000 premium
- Preparing marketing submissions, proposals and summaries of insurance
- Responsible for checking the accuracy of policies, endorsement, audits, etc. received from the insurance companies
- Issuing certificated of insurance and motor vehicle liability slips
- Reviewing payments
- Other miscellaneous duties as required
Requirements
- Level 2 General Insurance License
- Driven to achieve sales results
- Demonstrated ability to build strong customer relationships
- Thorough knowledge of commercial insurance
- Strong commitment to personal growth and development
- Excellent presentation and communication skills are a must
- Strong organization skills
Benefits
- Extended health benefits
- Disability insurance
- RRSP matching
- Paid-time-off benefits
- Eligible bonuses
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
commercial insuranceclaims analysisnegotiationsales presentationsupsellingcross sellingpolicy accuracy checkingmarketing submissionsaccounts receivable follow-upcustomer service
Soft Skills
customer relationship buildingcommunicationorganizationpresentationpersonal growthsales drivenproblem solvingclient managementattention to detailfollow-up
Certifications
Level 2 General Insurance License