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Added 2 mins ago
IC
VP, Operations and Deployment
Ivy Charging Network
Toronto, ON
- Full-time
Ivy is looking for a senior infrastructure and operations executive to lead the next stage of its growth. The VP, Operations and Deployment will be accountable for delivering Ivy’s capital…
Added 17 mins ago
District Manager (Edmonton)
Dollarama
Edmonton, AB
…ensuring that sales targets are met for the territory. He/She will lead store managers and indirectly a team of approximately ten (10) or more employees for each…
Added 17 mins ago
Ent Level Mechanical Eng
Magellan
Winnipeg, MB
…position reports directly to the site Space Systems Business Unit Lead. The successful applicant will work in a team environment supporting Space Business products and assist the systems…
Added 17 mins ago
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General Manager
Chipotle
Edmonton, AB
- Full-time
Food served fast does not have to be a typical fast-food experience. Chipotle has always done things differently, both in and out of our restaurants. We are changing the face of fast food,…
Added 17 mins ago
PC
Senior Specialist - Project Manager
Parkland Corporation
Calgary, AB
- Full-time
At Sunoco, we take great pride in what we do and wholeheartedly believe our employees drive success for our company and our customers. We are always looking for the best and brightest…
Added 17 mins ago
TH
Assistant Store Manager
The Home Depot
Brantford, ON
- Full-time
Assistant Store Managers (ASMs) are responsible for providing Customers with a convenient and enjoyable shopping experience. They work to create an inviting shopping environment for…
Added 17 mins ago
Process Improvement Coordinator
Hydro One Networks Inc
Toronto, ON
…across Ontario. Today, we’re focused on providing exceptional customer service and ensuring we are building safe communities where we live, work and…
Added 17 mins ago
Head of Trading
Pembina Pipeline Corporation
Calgary, AB
…environment that provides employees with a positive and engaging work experience where they are recognized and empowered. Learn more about our values and…
Added 17 mins ago
Project Engineer- Centre Of Excellence
Aecon
Cambridge, ON
Integrity. We lead by example, with humility and courage.
Added 17 mins ago
SH
Supervised Practice Intern (SPEP)
Southlake Health Community
Newmarket, ON · Southlake Health
- Full-time
If you are ready to embrace this exciting challenge and contribute to the success of Southlake Health, we encourage you to apply and be part of our dedicated team, making a difference in…
Added 17 mins ago
SH
Respiratory Therapy Educator - Full Time
Southlake Health Community
Newmarket, ON · Southlake Health
- Full-time
If you are ready to embrace this exciting challenge and contribute to the success of Southlake Health, we encourage you to apply and be part of our dedicated team, making a difference in…
Added 17 mins ago
SH
Registered Nurse - Clinical Resource Team (CRT)
Southlake Health Community
Newmarket, ON · Southlake Health
- Part-time
If you are ready to embrace this exciting challenge and contribute to the success of Southlake Health, we encourage you to apply and be part of our dedicated team, making a difference in…
Added 17 mins ago
CB
Full time Baker
COBS Bread
Peterborough, ON
- Full-time
work as part of a small team, providing an exception product and customer experience
Added 17 mins ago
FR
Senior Facilities Manager
Foresight Recruitment Group
Montreal, QC
- $130,000 to $150,000 CAD / year
- Full-time
…priorities in view. Strong relationships, sound judgment and a customer-focused approach will be central to your…
Added 17 mins ago
SC
Food Safety Program Manager
Sysco Canada Inc.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…distribution facilities worldwide and serves more than 700,000 customer locations. Sysco has 27 Specialty Meat and Seafood operating companies across Canada and the United States that focus…
Added 32 mins ago
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Customer Success Manager
Skydio
Remote, Canada
- Full-time
- Remote
We are looking for a motivated Customer Success Manager with a deep sense of ownership to lead and drive all aspects of implementation, usage and adoption, retention and expansion of our…
Added 32 mins ago
ZB
Master Data Governance Lead Analyst
Zimmer Biomet Canada, Inc
Mississauga, ON
- Other
…organization's operations, across four master-data domains: Material, Customer, Supplier, and Finance. The role supports end users in North America, South America, Europe, and Asia, with…
Added 32 mins ago
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Senior Project Manager - Industrial Water
Veolia | Water Tech
Oakville, ON
- Full-time
…projects. In this role, the PM is responsible for the overall success of projects in the Industrial Market…
Added 32 mins ago
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Coordonateur·trice au succès client / Customer Success Coordinator
Fundica
Montreal, QC
- Full-time
…and French) early-career professional to join our team as a Customer Success Coordinator. You will be responsible for understanding our clients' needs, managing their onboarding and…
Added 32 mins ago
R
Senior Sales Manager
RocketRez
Canada
- Full-time
This is a hands-on leadership role. You'll stay actively involved in customer conversations and strategic deals, while carrying a defined personal quota. Your success will be measured by…
Added 32 mins ago
CI
Director of Marketing, Defence
Calian in Space & Technology
Ottawa, ON
- Full-time
Lead marketing strategies for key defence trade shows, conferences, demonstrations, customer engagements, and industry events.
Added 32 mins ago
VB
Accounts Receivable Manager
Vaco by Highspring
Toronto, ON · North York, ON
- $110,000 to $130,000 CAD / year
- Full-time
Leading a team of Revenue & AR and Collections Specialists, the successful candidate will partner closely with Sales, Customer Success, Legal, and Finance to resolve complex billing and…
Added 32 mins ago
WS
Outside Sale Representative (Remote with Travel)
Waste Solutions
Hamilton, ON
- Full-time
…results you drive, we’d like to talk to you. You don’t need experience selling waste or recycling services. We’ll teach you the industry. What we can’t teach is the drive to build a…
Added 32 mins ago
LU
Director, Talent , Human Resources & Organizational Development
Laurentian University/Université Laurentienne
Sudbury, ON
- Temporary
Drives high-performance service delivery and fosters a culture of continuous improvement, customer service excellence, and collaboration across the team and the university.
Added 32 mins ago
O
National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
Performance Metric Architecture: Experience building and managing customer success operational KPIs, delivery dashboards, and performance review cadences.

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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