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Added 4 mins ago
EP
Industrial Sales Representative
East Penn Canada: Backup Power Division
Mississauga, ON
- Full-time
…and consumer markets, creating ongoing demand and long‑term account relationships. We support our sales professionals with strong products, meaningful partnerships, and the structure needed…
Added 19 mins ago
P
National Account Manager - Digital Commerce eGrocery
PepsiCo
Mississauga, ON
- Full-time
…our grocery customers, leading the development of these key customer relationships and business operations across 1PEP. Success in this role will be measured by the ability to drive both…
Added 19 mins ago
EI
Territory Representative, Hospitality Sales & Service
Ecolab Inc.
Corner Brook, NL
- Full-time
Our Institutional team enhances customer success in sectors like hospitality, foodservice, long-term care, commercial, education, and government by focusing on satisfied guests, protected…
Added 49 mins ago
J
Therapeutic Specialist, Neuroscience
Jobgether
Canada
- Full-time
…Greater Toronto Area territory, you will develop strategic account plans and translate brand priorities into effective field execution. Working closely with internal colleagues and…
Added 49 mins ago
M
Azure Digital Solution Area Specialist- Oil & Gas
Microsoft
Calgary, AB · Vancouver, BC · Goodwood, ON
- Full-time
…one that is deeply connected to our partners and driven by customer success. By uniting our Small Medium Business, Corporate, Strategy, and Partner teams, we are unlocking the largest…
Added 49 mins ago
C
Bilingual Sales Associate, Apartments.com - Montréal, Québec
CoStar
Montreal, QC
- Full-time
…credibility, proudly represent our brand, and achieve career success. In addition, you will learn marketable skills in digital marketing and sales from working closely with talented and…
Added 1 hour ago
J
Therapeutic Specialist, Neuroscience
Jobgether
Canada
- Full-time
…Greater Toronto Area territory, you will develop strategic account plans and translate brand priorities into effective field execution. Working closely with internal colleagues and…
Added 1 hour ago
TS
Client Delivery Manager
Turnberry Solutions
Saint-Paul, NB · St.-Paul, NB
- Full-time
The role sits at the intersection of people management, talent assessment, client delivery, and account operations. Success requires an individual who can build meaningful relationships,…
Added 1 hour ago
MR
Senior Accounts Receivable & Collections Specialist
MoveSmart Rentals
NS · Cape Breton, NS
- $30,000 to $40,000 CAD / year
- Full-time
You are comfortable being accountable for collection performance, aging reduction, forecast accuracy, and the quality of customer account management.
Added 1 hour ago
MR
Senior Accounts Receivable & Collections Specialist
MoveSmart Rentals
Brandon, MB
- $30,000 to $40,000 CAD / year
- Full-time
You are comfortable being accountable for collection performance, aging reduction, forecast accuracy, and the quality of customer account management.
Added 1 hour ago
T
Représentant Du Service à La Clientèle
TEKsystems
Montreal, QC
- $24 to $25 CAD / hour
- Contract
Contribute to team success by supporting colleagues in meeting client needs.
Added 1 hour ago
I
English Copywriter, Digital Communications
Intact
Montreal, QC
- Part-time
Multiple benefits offered to support physical and mental wellbeing, including telemedicine, Wellness account and much more
Added 1 hour ago
CC
Global Account Manager
Cogent Communications
Toronto, ON · North York, ON
- Full-time
…connections at highly competitive prices. Cogent also offers superior customer support by virtue of its end-to-end control of service delivery and network monitoring. Structured tenure pay…
Added 1 hour ago
EL
Head of AI Product – Trust Intelligence
EnStream LP
Toronto, ON
- Full-time
Set product success metrics with Data Science, covering both model performance (precision, recall, false positives, drift, coverage) and customer value (fraud reduction, conversion impact,…
Added 1 hour ago
MR
Senior Accounts Receivable & Collections Specialist
MoveSmart Rentals
BC · Capital, BC
- $30,000 to $40,000 CAD / year
- Full-time
You are comfortable being accountable for collection performance, aging reduction, forecast accuracy, and the quality of customer account management.
Added 1 hour ago
TW
Senior Financial Advisor
Thrive Wealth Management
Regina, SK
- Full-time
…performance excellence, and our employees champion each member’s success, ultimately contributing to a thriving…
Added 1 hour ago
Accounts Receivable Specialist II
Conexiom
Canada
Deep understanding of invoicing, AR processes, and customer account management - you can spot billing errors and discrepancies quickly.
Added 2 hours ago
KE
Labourer
KBL Environmental Ltd.
Whitehorse, YT
- Full-time
At KBL, we do things differently. As Western Canada’s largest environmental waste management company - born in the North and built on resilience - we’ve grown by trusting our people,…
Added 2 hours ago
D
Technical Account Manager (TAM)
DINGO
BC · British Columbia, Canada
- Full-time
Experience managing customer relationships, engaging stakeholders or working in a technical advisory, customer success or account management capacity.
Added 2 hours ago
KE
Labourer
KBL Environmental Ltd.
Yellowknife, NT
- Full-time
At KBL, we do things differently. As Western Canada’s largest environmental waste management company - born in the North and built on resilience - we’ve grown by trusting our people,…
Added 2 hours ago
E
Customer Account Manager
EconoLease
Toronto, ON · Scarborough, ON
- $65,000 to $80,000 CAD / year
- Full-time
Minimum of 3 years of experience in inside sales, account management, or customer-facing roles; experience in finance, leasing, payments, equipment, or other B2B industries is an asset
Added 2 hours ago
(CAN) Stock Unloader Associate - PART TIME
Walmart Canada
Brantford, ON
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…
Added 2 hours ago
CC
Senior Financial Advisor
Conexus Credit Union
Regina, SK
- Full-time
…performance excellence, and our employees champion each member’s success, ultimately contributing to a thriving…
Added 2 hours ago
E
Customer Account Manager
EconoLease
Vancouver, BC
- $65,000 to $80,000 CAD / year
- Full-time
Minimum of 3 years of experience in inside sales, account management, or customer-facing roles; experience in finance, leasing, payments, equipment, or other B2B industries is an asset
Added 2 hours ago
WC
Stock Unloader Associate
Walmart Canada
Regina, SK
- Full-time
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…

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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