Experienced Account Executive
- BC, Canada
- West Vancouver, BC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Company Description Peake & Richmond Ltd. – Insurance Specialists has been serving the North Shore community for over 60 years, offering comprehensive insurance solutions backed by some of the largest and most secure markets available. The firm is dedicated to delivering attentive, high-quality customer service and building long-term relationships with clients. Its mission is to provide clients with confidence that their most valued assets are protected by the best possible coverage. Clients are supported by experienced, knowledgeable insurance professionals who focus on tailored advice and reliable protection.
Role Description The Experienced Account Executive is a full-time, on-site role based in West Vancouver, BC, responsible for managing and growing a portfolio of personal and/or commercial insurance clients. Day-to-day, the role includes advising clients on coverage options, preparing quotes, processing renewals and endorsements, and handling policy changes promptly and accurately. The Account Executive will respond to client inquiries, support claims reporting and follow-up, and collaborate with underwriters and insurers to secure suitable terms and pricing. The role also involves identifying opportunities for cross-selling and up-selling, maintaining detailed documentation in the agency management system, and contributing to continuous improvement in client service standards.
Qualifications
Role Description The Experienced Account Executive is a full-time, on-site role based in West Vancouver, BC, responsible for managing and growing a portfolio of personal and/or commercial insurance clients. Day-to-day, the role includes advising clients on coverage options, preparing quotes, processing renewals and endorsements, and handling policy changes promptly and accurately. The Account Executive will respond to client inquiries, support claims reporting and follow-up, and collaborate with underwriters and insurers to secure suitable terms and pricing. The role also involves identifying opportunities for cross-selling and up-selling, maintaining detailed documentation in the agency management system, and contributing to continuous improvement in client service standards.
Qualifications
- Strong client service and relationship management skills, including active listening, clear communication, and a solutions-focused approach.
- Sales and business development capabilities, with experience in prospecting, cross-selling, and maintaining a profitable book of business.
- Insurance technical knowledge, such as familiarity with personal and/or commercial lines products, policy wording, underwriting practices, and claims processes.
- Administrative and organizational skills, including accuracy in documentation, proficiency with insurance management systems, and effective time management.
- Professional communication skills, both written and verbal, with the ability to explain coverage in accessible terms and negotiate with markets when needed.
- Relevant licensing or designation (e.g., Level 2 General Insurance License, CAIB or CIP) or eligibility/willingness to obtain required credentials.
- Several years of experience in an insurance account executive, account manager, or broker role, preferably within a brokerage environment.
- Demonstrated ability to work collaboratively with colleagues while taking initiative and ownership of client outcomes.
- Comfort working on-site in West Vancouver, BC, and engaging with local clients and community stakeholders.
More about this job
Responsibilities
Manage and grow a portfolio of personal and/or commercial insurance clients by advising on coverage, preparing quotes, processing renewals and policy changes, and responding to inquiries. Support claims reporting, work with insurers and underwriters to secure suitable terms, identify sales opportunities, and maintain accurate client records while improving service standards.
Requirements
Several years of experience as an insurance account executive, account manager, or broker - preferably in a brokerage - are expected, along with strong client service, sales, insurance technical, administrative, and communication skills. A relevant credential such as a Level 2 General Insurance License, CAIB, or CIP is relevant, or candidates must be eligible and willing to obtain required credentials.
Skills
- Client Service
- Relationship Management
- Insurance Sales
- Business Development
- Prospecting
- Cross-Selling
- Personal Insurance
- Commercial Insurance
- Policy Administration
- Underwriting
- Claims Support
- Negotiation
- Documentation
- Time Management
- Communication
- Insurance Management Systems
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Insurance Brokerage
- Personal Insurance
- Commercial Insurance
- Account Executive
- Account Management
- Client Portfolio
- Coverage Options
- Insurance Quotes
- Policy Renewals
- Endorsements
- Policy Changes
- Claims Reporting
- Underwriting Practices
- Insurance Markets
- Cross-Selling
- Up-Selling
- Book Of Business
- Agency Management System
- Level 2 General Insurance License
- CAIB
- CIP
- Client Service
- Relationship Management
- Business Development
- Policy Wording