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Account Executive

  • Woodbridge, ON, Canada

Full-time

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Job details

Job type
Full-time
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Posting language
English
Posted

Original job description

Company Description All-Risks Insurance Brokers Limited is a full-service brokerage providing property, casualty, life, health, and investment products to residents of Ontario. Founded in 1954 and incorporated in 1963, the organization has grown by maintaining an innovative, client-focused approach to insurance. All-Risks works with multiple reputable and financially secure insurance companies, offering customers choice in a friendly and professional environment. The company prioritizes personalized service over call center models, ensuring clients speak with familiar team members who understand their needs. All-Risks continues to pursue strategic growth while preserving a supportive, people-centered culture that blends the advantages of a large organization with the personal attention of a smaller firm.

Role Description The Account Executive is a full-time role based in Woodbridge, ON with a hybrid work arrangement that allows some work from home. This role is responsible for managing a portfolio of personal and/or commercial insurance clients, including policy placement, renewals, endorsements, and ongoing account maintenance. The Account Executive will respond to client inquiries, provide coverage advice, prepare quotes, and liaise with insurers to secure appropriate terms and pricing. Day-to-day tasks include reviewing client risk profiles, ensuring accurate documentation, processing changes, and following up to confirm client satisfaction. The role also involves identifying opportunities for cross-selling or upselling coverage, supporting claims inquiries, and collaborating with internal team members to deliver timely, high-quality service.

Qualifications

  • Demonstrated knowledge of property, casualty, life, and health insurance products, with the ability to explain coverage options clearly to clients.
  • Experience in client relationship management, including handling inquiries, resolving issues, and maintaining long-term accounts in a professional manner.
  • Strong organizational and time-management abilities to manage multiple client files, deadlines, and follow-ups with attention to detail.
  • Proficiency with insurance brokerage management systems and common office software (e.g., CRM tools, Microsoft Office or similar).
  • Effective verbal and written communication skills, including the ability to prepare clear quotes, proposals, and correspondence.
  • Proven capability to work both in-office and remotely, maintaining productivity, confidentiality, and adherence to company processes.
  • Relevant insurance licensing for Ontario (e.g., RIBO or equivalent) or eligibility to obtain licensing within a specified timeframe.
  • Previous experience in an insurance brokerage or related financial services environment is an asset, as is knowledge of the Ontario insurance market.
More about this job

Responsibilities

Manage personal and/or commercial insurance accounts, including policy placement, renewals, endorsements, client inquiries, coverage advice, quotes, and ongoing account maintenance. Coordinate with insurers and internal teams, support claims inquiries, ensure accurate documentation and follow-up, and identify opportunities to cross-sell or upsell coverage.

Requirements

Candidates should have knowledge of insurance products and experience managing client relationships, resolving issues, and maintaining accounts. Strong organization, communication, and time-management skills, proficiency with brokerage systems and office software, the ability to work productively in-office and remotely, and an Ontario insurance license or eligibility to obtain one are required; brokerage or financial services experience and Ontario market knowledge are assets.

Skills

  • Insurance Product Knowledge
  • Policy Placement
  • Policy Renewals
  • Endorsements
  • Coverage Advice
  • Quote Preparation
  • Insurer Liaison
  • Risk Profile Review
  • Account Maintenance
  • Cross-Selling
  • Claims Support
  • Time Management
  • Attention to Detail
  • RIBO Licensing

Visa sponsorship

Not detected in the job text

Categories

  • Customer Service & Support
  • Sales
  • Finance & Accounting

Keywords

  • Property Insurance
  • Casualty Insurance
  • Life Insurance
  • Health Insurance
  • Personal Insurance
  • Commercial Insurance
  • Insurance Brokerage
  • Policy Placement
  • Policy Renewals
  • Endorsements
  • Coverage Advice
  • Insurance Quotes
  • Risk Profiles
  • Account Maintenance
  • Cross-Selling
  • Upselling
  • Claims Support
  • CRM Tools
  • Microsoft Office
  • RIBO License
  • Ontario Insurance Market
  • Confidentiality

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