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Added 5 mins ago
Jr Underwriter Auto CI, IRCA
Aviva
Markham, ON
·Develop and maintain excellent broker relationships and management of assigned broker portfolio
Added 5 mins ago
HI
Personal Insurance Advisor
HUB International
Red Deer, AB
- Part-time
Maintain accurate and up-to-date client records and policy documentation in the broker management system
Added 20 mins ago
C
Product Manager – Dealer Trust & Access
CARFAX
Canada
- Full-time
Own the room in stakeholder and cross-functional meetings - surface issues, broker decisions, and drive to alignment without escalating to leadership for direction
Added 20 mins ago
R
Manager, Business Management & Optimization
RBC
Toronto, ON
- Full-time
RBC Investor Services delivers critical services to the Investment Management and Broker/Dealer industries, including Trusteeship, Recordkeeping, Fund Accounting, and operational support…
Added 50 mins ago
B
Senior Business Development Manager
BMO
Toronto, ON · BMOPLACE
- Full-time
…Toronto Ontario this position is excellent for an experienced broker channel relationship…
Added 50 mins ago
B
Business Development Manager
BMO
Toronto, ON · BMOPLACE
- Full-time
…the Greater Toronto Region this position is excellent for a broker channel relationship…
Added 1 hour ago
Product Specialist (QC) - 12 month contract
CAA Club Group
Quebec, QC
Develop and maintain an effective communication process in conjunction with various departments, including up-dated product information on intranet, internet, and broker portal/resource site
Added 1 hour ago
W
Account Executive, Private Client Solutions
Waypoint
Kelowna, BC
- $70,000 to $80,000 CAD / year
- Full-time
Attend industry and broker functions as needed to enhance networking and industry awareness.
Added 1 hour ago
SL
Administrative Assistant
Seven Lending
Surrey, BC
- Full-time
Added 1 hour ago
I
Directeur de comptes, Développement des affaires
Intact
Calgary, AB
- Full-time
Implement business development activities adapted to the respective realities of the brokers (segmentation and broker profile), then adapt his/her approach and strategies accordingly.
Added 1 hour ago
TR
Leasing Manager, Retail
Taylor Ryan Executive Search Partners
Vancouver, BC
- $90,000 to $110,000 CAD / year
- Full-time
…opportunities, supporting negotiations, developing tenant and broker relationships, and contributing to the overall leasing…
Added 2 hours ago
HI
Insurance Advisor, Mobile Auto
HUB International
Richmond, BC
- Full-time
We are BC’s largest Insurance Broker and looking for individuals to grow with us! A career at HUB means your career opportunities are endless. From auto, personal or commercial lines,…
Added 2 hours ago
V
Technical and Regulatory Specialist
Veolia
Ottawa, ON
- Full-time
Disposal Broker Pricing: Maintain waste disposal pricing including sourcing and updating rates as required by the branches. Identify materials that lack pricing and source both outlets, as…
Added 2 hours ago
P
Manager, Processing
Premier
London, ON
- Full-time
· Work closely with Underwriters to align processing support with underwriting priorities and broker needs.
Added 2 hours ago
S
Sr. CRM Account Executive
ServiceNow
Montreal, QC
- Full-time
…fraud and disputes management to decedent, trade exceptions, broker/dealer servicing, etc - to execute uniform information, predictive AI, and unmatched operational…
Added 2 hours ago
A
New Accounts Administrator
Aviso
Toronto, ON
- $46,000 to $55,000 CAD / year
- Full-time
Added 2 hours ago
V|
Technical and Regulatory Specialist
Veolia | North America
Ottawa, ON
- Full-time
Disposal Broker Pricing: Maintain waste disposal pricing including sourcing and updating rates as required by the branches. Identify materials that lack pricing and source both outlets, as…
Added 2 hours ago
SI
Sales Producers – Commercial & Personal Lines
StoneRidge Insurance Brokers
Vancouver, BC
- Full-time
Strong communication, organizational, and problem-solving skills, with proficiency in Microsoft Office and broker management systems
Added 3 hours ago
Claims Assistant
Munich Re
Toronto, ON
Added 3 hours ago
NC
Client Manager, Personal Insurance
NFP Corp
Hamilton, ON · London, ON · Markdale, ON · Markham, ON · Mississauga, ON · Oshawa, ON · Ottawa, ON · Sudbury, ON · Timmins, ON · Windsor, ON
- Full-time
Excellent computer skills expected including fluency in Broker management systems – EPIC & ARS fluency are an asset
Added 3 hours ago
B
Customs Clerk
Berendsen
Oakville, ON
- Part-time
Added 3 hours ago
DI
AVP, Broker Marketing
Definity Insurance Company
Toronto, ON
- Full-time
Definity Insurance is building a modern marketing organization that strengthens our brand, deepens broker relationships, and supports profitable growth.
Added 3 hours ago
S
Risk Evaluator Specialist
SGI
Regina, SK · Saskatoon, SK
- Full-time
Manages Commercial Express valuation and 3rd Party Vendor RCT review and draft program, including broker portal tool settings.
Added 3 hours ago
MB
Senior Product Manager
Martyn Bassett Associates
Mississauga, ON
- Full-time
Added 4 hours ago
IF
Business Development, Account Manager
Intact FC
Calgary, AB
- Full-time
Implement business development activities adapted to the respective realities of the brokers (segmentation and broker profile), then adapt his/her approach and strategies accordingly.

Waypoint

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 2, 2026
Posting language: English
Posted: Nov 2, 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 existing client 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 operations.

Requirements

A Level 2 British Columbia insurance license is preferred, along with the ability to build and maintain relationships and understand clients’ insurance needs. Candidates should have strong communication and organizational skills, be able to manage multiple deadlines, and work effectively both independently and as part of a team.

Skills

Insurance Sales
Account Management
Client Relationship Building
Client Retention
Sales Strategy
Lead Qualification
Pipeline Management
Insurance Product Knowledge
Written Communication
Verbal Communication
Teamwork
Independent Work
Organization
Time Management
Microsoft and Computer Proficiency
Document Management

Visa sponsorship

Not detected in the job text

Keywords

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

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