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CMB Insurance Brokers

Mango - PL Account Executive

Edmonton, AB, Canada

Full-time

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Job details

Job type: Full-time
Posting language: English
Posted: Apr 10, 2025

Original job description

Mango Insurance is one of the fastest-growing insurance brokers in Canada consistently for the past three years. Currently operating in Alberta and Ontario, we will be opening offices in Manitoba and Texas before the end of 2026. Mango Insurance works with leading insurance companies and, unlike brokers who have access to few insurers, this ensures that the customers get the best coverage and price for risk transfers to insurers. Our team of experienced risk consultants designs a balanced portfolio that includes risk mitigation and risk retention strategies.

As a Personal Lines Sales Executive, you will help our company succeed and grow by selling all Personal Lines products to Homeowner clients and potential clients. You are responsible for ensuring that all our clients have the best coverage at the best price and for helping anticipate their future insurance needs. The Personal Lines Sales Executive will be responsible for growing a portfolio of personal insurance clients. Day-to-day tasks include providing tailored insurance solutions, educating clients on product offerings, quoting policies, negotiating with insurance carriers, and maintaining long-term client relationships. The role also involves cross-selling additional services and ensuring client satisfaction.

Sales 

Grow a Book of Business specific to the Homeowners Personal Lines Insurance Department – Including Auto of Homeowners
Cross-sell or up-sell other products and services the brokerage offers to new and existing clients
Adhere to, meet, and exceed performance metrics identified by the brokerage

Process

Maintain positive and proactive relationships with all stakeholders in the process
Follow all Mango procedures, forms, checklists and workbooks as outlined in the Mango Process, including pre-renewal activities, customer updates, coverage review checklists, marketing and renewal presentations, completed on time as per company policy.
Build marketing relationships with Mango designated underwriters, maintaining positive and proactive relationships with underwriting, always putting the client’s needs first.

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More about this job

Responsibilities

The Account Executive at Mango Insurance will sell personal lines products, mainly to homeowners, and build a client portfolio. They will quote policies, negotiate with insurers, cross-sell other products and keep client relationships strong.

Requirements

Candidates need sales experience and a fit for personal insurance products, with the ability to meet performance targets. The posting asks for a proactive, client-first approach and good relationships with underwriters.

Skills

Insurance quoting
Homeowners insurance
Auto insurance
Personal lines products
Cross-selling
Upselling
Negotiation
Underwriter relations
Renewal management
Prospecting
Needs analysis
Coverage review
Sales performance management
Customer education

Keywords

Personal Lines
Homeowners insurance
Auto insurance
Insurance broker
Insurance sales
Account Executive
Cross-selling
Upselling
Insurance quoting
Carrier negotiation
Underwriting relationships
Client portfolio
Risk consultant
Renewals
Insurance Sales Agent
Business development

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