Commercial Insurance Account Executive

Job description:

Commercial Insurance Account Executive

About Tabone Insurance Brokers Inc.

At Tabone Insurance Brokers Inc., we are committed to providing exceptional insurance solutions, expert advice, and personalized service. As a trusted insurance partner, we empower businesses to protect what matters most while building long-term relationships founded on professionalism, integrity, and results.

About the Role

We are seeking a motivated and client-focused Commercial Account Executive to join our growing team. This is a relationship-driven role focused on retaining, growing, and developing a commercial insurance portfolio. As a trusted advisor to business clients, you will identify coverage needs, deliver tailored insurance solutions, and uncover opportunities to expand accounts through cross-selling and upselling.

The ideal candidate is a sales-minded insurance professional who excels at building strong client relationships, driving organic growth, and providing exceptional service throughout the client lifecycle.

Key Responsibilities

• Manage and grow an assigned portfolio of commercial insurance clients.
• Develop strong client relationships through proactive communication and ongoing account management.
• Conduct coverage reviews and identify opportunities to enhance clients’ insurance programs.
• Generate new revenue through cross-selling, upselling, and referral opportunities.
• Present renewal strategies and coverage recommendations to clients.
• Prepare and deliver quotations, proposals, and insurance solutions tailored to client needs.
• Remarket accounts as required to ensure competitive terms and coverage.
• Respond promptly to client and insurer inquiries while maintaining a high level of service.
• Prepare submissions for new business and renewal opportunities.
• Quote and onboard new commercial clients, completing applications and required documentation.
• Issue binders, certificates, and confirmations of coverage as required.
• Assist clients with policy changes, endorsements, billing inquiries, and financing arrangements.
• Support clients through the claims process, acting as an advocate and trusted resource.
• Maintain accurate client records and documentation.
• Stay informed on insurance products, market trends, carrier offerings, and industry developments.
• Collaborate with internal team members to deliver outstanding client experiences.
• Ensure compliance with brokerage procedures, regulatory requirements, and service standards.

Qualifications

• Valid RIBO Licence required.
• CAIB or CIP designation (or equivalent) completed or actively pursuing.
• Proven ability to build and maintain strong client relationships.
• Strong sales aptitude with experience identifying growth opportunities within existing accounts.
• Excellent communication, presentation, and negotiation skills.
• Highly organized with the ability to manage competing priorities effectively.
• Customer-focused mindset with a passion for delivering value and solutions.
• Ability to thrive in a fast-paced, results-oriented environment.
• Professional demeanor and commitment to service excellence.
• Proficiency with Microsoft Office (Word, Outlook) and brokerage management systems.

What Success Looks Like

• High client retention and satisfaction levels.
• High Commission
• Consistent growth through account rounding and cross-selling initiatives.
• Strong relationships with clients and insurance carrier partners.
• Effective management of renewals and new business opportunities.
• Trusted advisor status with clients, resulting in referrals and long-term partnerships.

Why Join Tabone Insurance Brokers Inc.?

At Tabone Insurance Brokers Inc., you'll join a collaborative team that values client relationships, professional development, and business growth. This is an excellent opportunity for a driven insurance professional looking to combine service excellence with a sales-focused approach to build a rewarding and successful career.