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Advisor, Personal Insurance (New Business)
Navacord
BC · British Columbia, Canada
- $45,000 to $70,000 CAD / year
- Full-time
Added 10 mins ago
LD
Specialist, Production
Loblaw Digital
Toronto, ON
- Full-time
…through our Blue Culture. We offer our colleagues progressive careers, comprehensive training, flexibility, and other competitive benefits – these are some of the many reasons why we are…
Added 10 mins ago
WO
Registered Nurse - Hemodialysis
William Osler Health System
Toronto, ON · Etobicoke, ON
- Part-time
At Osler, we invest in careers that go beyond where health care professionals like you can achieve their goals and find deep personal and professional fulfillment.
Added 10 mins ago
GO
Client Services Officer A
Government of Newfoundland and Labrador
NL · Newfoundland and Labrador, Canada
- $31.37 to $34.89 CAD / hour
- Full-time
Build Careers. Strengthen Communities. Make a Difference.
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LD
Journeyman Welder
Loraas Disposal North
Saskatoon, SK
- Full-time
…to make a bigger and better impact on their communities and careers every…
Added 10 mins ago
FG
Lead Software Architect
FDM Group
Montreal, QC
- Contract
With 35+ years of experience, we coach, mentor, and launch fresh thinkers from diverse backgrounds into world-class careers. Partnering with top global companies, we deliver the right…
Added 10 mins ago
WO
Registered Nurse - Hemodialysis
William Osler Health System
Toronto, ON · Etobicoke, ON
- Part-time
At Osler, we invest in careers that go beyond where health care professionals like you can achieve their goals and find deep personal and professional fulfillment.
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CNC Programmer / Operator – 5-Axis Router
Career360 | Careers & Hiring
Strathroy, ON
- $25 to $40 CAD / hour
- Full-time
Added 10 mins ago
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Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
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Registered Practical Nurse - Med/Surg
Stevenson Memorial Hospital
Alliston, ON
- Full-time
…recommend applying directly through our Stevenson Memorial Hospital careers…
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Preventative Maintenance Lube Technician
Waste Connections of Canada
London, ON
- Full-time
…to make a bigger and better impact on their communities and careers every…
Added 10 mins ago
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Registered Practical Nurse - Med/Surg
Stevenson Memorial Hospital
Alliston, ON
- Part-time
…recommend applying directly through our Stevenson Memorial Hospital careers…
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Unit Assistant, Emergency
Stevenson Memorial Hospital
Alliston, ON
- Internship
…recommend applying directly through our Stevenson Memorial Hospital careers…
Added 10 mins ago
SM
Registered Practical Nurse - Med/Surg
Stevenson Memorial Hospital
Alliston, ON
- Part-time
…recommend applying directly through our Stevenson Memorial Hospital careers…
Added 10 mins ago
SM
Registered Nurse - Med/Surg
Stevenson Memorial Hospital
Alliston, ON
- Internship
…recommend applying directly through our Stevenson Memorial Hospital careers…
Added 10 mins ago
SM
Registered Nurse - Med/Surg
Stevenson Memorial Hospital
Alliston, ON
- Internship
…recommend applying directly through our Stevenson Memorial Hospital careers…
Added 10 mins ago
SM
Registered Practical Nurse - Med/Surg
Stevenson Memorial Hospital
Alliston, ON
- Part-time
…recommend applying directly through our Stevenson Memorial Hospital careers…
Added 10 mins ago
MO
Talent Acquisition Coordinator
March of Dimes Canada
Toronto, ON
- $45,000 to $55,000 CAD / year
- Full-time
Learn more about why we’re a great employer at marchofdimes.ca/careers.
Added 10 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Added 10 mins ago
SM
Registered Practical Nurse - Med/Surg
Stevenson Memorial Hospital
Alliston, ON
- Full-time
…recommend applying directly through our Stevenson Memorial Hospital careers…
Added 10 mins ago
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Facilities Management Coordinator
BC Hydro
Vancouver, BC
- $86,000 to $92,600 CAD / year
- Temporary
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Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Added 10 mins ago
SM
Registered Respiratory Therapist
Stevenson Memorial Hospital
Alliston, ON
- Internship
Added 10 mins ago
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Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Added 10 mins ago
FG
Senior Business Analyst
FDM Group
Montreal, QC
- Contract
With 35+ years of experience, we coach, mentor, and launch fresh thinkers from diverse backgrounds into world-class careers. Partnering with top global companies, we deliver the right…

Navacord

Account Executive, Private Client Solutions

Kelowna, BC, Canada

$70,000 to $80,000 CAD / year · Full-time

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Job details

Pay: $70,000 to $80,000 CAD / year
Job type: Full-time
Apply by: Dec 6, 2026
Posting language: English
Posted: Nov 6, 2026

Original job description

POSITION OVERVIEW

The Private Client Solutions Account Executive will leverage in-depth knowledge of insurance sales, services, and diverse product lines to deliver exceptional client experiences. With a natural curiosity, problem-solving skills, and a passion for client satisfaction, the Account Executive will excel in building and maintaining relationships, thriving both independently and as part of a team, utilizing outstanding communication skills to effectively connect with clients and colleagues.

This is a hybrid role with the flexibility to work out of our Acera Kelowna-Hardy location based on the needs of the role and/or as required be management.

RESPONSIBILITIES:

Sales Execution

Collaborate with your team and commercial account executives to implement Navacord's service and sales strategies.
Take ownership of meeting targets for new business, client retention, execution, and profitability.
Coordinate sales efforts within your team to enhance client outcomes and optimize performance.

Account Management & Reporting

Manage a portfolio of existing house accounts, ensuring high levels of service and client satisfaction.
Enter opportunities into EPIC and provide weekly reports on sales efforts and progress.
Build and maintain a strong pipeline by qualifying leads and following up to expand your business portfolio.
Develop and execute an annual Sales Strategy Plan to guide your activities and achieve objectives.

Relationship Building & Networking

Stay updated with industry trends and peripheral business developments to maintain professional and technical knowledge.
Foster and maintain strong relationships with high-value insurance underwriters through effective correspondence.
Attend industry and broker functions as needed to enhance networking and industry awareness.

Marketing & Client Engagement

Manage accounts receivable, activities, and client responses in accordance with Navacord's policies and guidelines.
Provide market support to contribute to the overall success of the team.
Contribute to the preparation of client proposals and other documentation as required.
Demonstrate computer proficiency and adaptability to a paperless work environment.
Embrace flexibility and willingness to handle various duties as needed.

Administration & Technical Support

Provide technical assistance and support to colleagues with necessary information and resources.
Assist in formatting and preparing client documents, including letters, proposals, and emails.
Organize and store all correspondence and documents in EPIC to ensure accuracy and accessibility.
Prioritize tasks and manage multiple files simultaneously while meeting deadlines consistently.

Additional duties and responsibilities may be added during the course of employment.

Requirements:

Level 2 BC Insurance license is preferred.
Proven ability to build and maintain relationships effectively.
Strong curiosity and understanding of clients' insurance needs.
Ability to work collaboratively within a team as well as independently with self-motivation.
Excellent verbal and written communication skills.
Demonstrated organizational skills with the ability to manage multiple tasks and meet deadlines.

Navacord is deeply committed to fostering a workplace that embraces diversity, equity, and inclusion. We honour and respect the unique backgrounds, experiences, and perspectives of all individuals. We actively encourage women, Indigenous peoples, members of visible minorities, people with disabilities, and LGBTQ2+ persons to apply.

If you require accommodations during the recruitment process or in the workplace due to a disability or other needs, please let us know. We will work with you to ensure the necessary arrangements are in place to support.

The salary range for this role is $70,000 to $80,000 per year. Compensation is determined by a combination of factors including a candidate’s experience, job-specific knowledge, and skills. Internal equity to ensure fairness across the organization and region/location is also considered.

Qualified candidates are invited to email their resume and cover letter to: bc.careers@navacord.com

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More about this job

Responsibilities

Manage a portfolio of existing accounts, develop new business, and meet sales, retention, execution, and profitability targets. Build client and underwriter relationships, maintain sales records and reports in EPIC, and support proposals, documentation, and team service delivery.

Requirements

A Level 2 BC Insurance license is preferred, along with the ability to build relationships and understand clients’ insurance needs. Candidates should have strong written and verbal communication, organizational and multitasking skills, and the ability to work independently and collaboratively.

Skills

Insurance Sales
Account Management
Client Relationship Building
Sales Strategy
Lead Qualification
Pipeline Management
Client Retention
Communication
Teamwork
Organization
Time Management
Insurance Needs Assessment
Proposal Preparation
Reporting
EPIC

Visa sponsorship

Not detected in the job text

Keywords

Insurance Sales
Private Client Solutions
Account Executive
Account Management
Client Retention
New Business
Sales Strategy
Sales Pipeline
Lead Qualification
Insurance Underwriters
Insurance Products
Level 2 BC Insurance License
EPIC
Accounts Receivable
Client Proposals
Market Support
Sales Reporting
Client Service
Networking
Paperless Work Environment

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