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Added 13 mins ago
Optician / Retail Partner Ownership - Regina South, SK
Specsavers
Regina, SK
Access comprehensive support - Benefit from backend support like marketing, supply chain, finance, operations, and administration so you can focus on what you do best
Added 13 mins ago
F
Webber - Seasonal Traffic Control Technician - Gormley - Infrastructure Management
Ferrovial
Richmond Hill, ON · ON · CAN - Webber - Infra - York
- Full-time
Assist with the administration of third party claims by gathering documentation, paperwork and other relevant information.
Added 13 mins ago
Administrative Clerk
City of Edmonton
AB
Coordinate day-to-day office operations such as telecommunications, supply ordering, corporate procurement card administration, and onboarding logistics for new hires
Added 13 mins ago
SV
Registered Practical Nurse - Retirement - Permanent Full Time
Schlegel Villages
Burlington, ON
- Full-time
Deliver safe administration of medication and treatments with a focus on accuracy, quality and meeting our residents’ quality of life requests.
Added 13 mins ago
SP
Resident Manager
Sifton Properties Limited
London, ON
- Full-time
…ensuring residents receive consistent, exceptional customer service in keeping with the Mission of Sifton Properties Limited. This is a full-time, live-in position that includes working…
Added 13 mins ago
MI
Senior Associate Director, Fund Accounting
MUFG Investor Services
Halifax, NS
- Full-time
…provide clients access to a range of leading solutions from fund administration, middle-office outsourcing, custody, foreign exchange, trustee services and depository to securities lending…
Added 13 mins ago
NA
Administration/Waiting List Manager - General Surgery
NHS Ayrshire & Arran
Saskatoon, SK
- Full-time
As an Administration/Waiting List Manager within NHS Greater Glasgow and Clyde, you will play a pivotal role in ensuring patients receive timely, high-quality care by effectively managing…
Added 13 mins ago
NS
Administration/Waiting List Manager - General Surgery
NHS Scotland
Saskatoon, SK
- Full-time
As an Administration/Waiting List Manager within NHS Greater Glasgow and Clyde, you will play a pivotal role in ensuring patients receive timely, high-quality care by effectively managing…
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26-171 Deputy Director of Finance (RFT)
City of Maple Ridge
Maple Ridge, BC
- Full-time
…development, and promotes consistent, responsive, and high-quality service…
Added 13 mins ago
AT
Office Clerk - Fixed Term
Armour Transportation Systems
Winsloe, PE · South Winsloe, PE
- Full-time
…communication, you’ll play a key role in delivering exceptional service to our customers and helping our drivers stay on the move. If you thrive in a dynamic setting and enjoy keeping…
Added 13 mins ago
MC
BDC REPRESENTITIVE
Mercedes-Benz Country Hills
Calgary, AB
- Full-time
Join the team at Mercedes-Benz Country Hills, where luxury, professionalism, and exceptional guest service are at the core of everything we do. We are currently seeking a Full-Time BDC…
Added 13 mins ago
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Advanced Care Paramedic
Calian in Space & Technology
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- Full-time
Assist with calls for police and or paramedic service where opioids/addiction are involved.
Added 13 mins ago
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Director, Talent , Human Resources & Organizational Development
Laurentian University/Université Laurentienne
Sudbury, ON
- Temporary
The Director, Talent participates in the governance and administration of Human Resources policies, systems, and performance management frameworks. Utilizing data analytics and Key…
Added 13 mins ago
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National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
…consignment and sales volume and (2) drive revenue expansion through service penetration. This will be achieved by demonstrating to the client that OPENLANE is meeting and exceeding the…
Added 27 mins ago
Licensed Practical Nurse - casual
Optima Living
Okotoks, AB
Participates in the development of resident personal care or service plans under the direction of the Director of Care or designate.
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Licensed Practical Nurse - Part Time 0.5 Day
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- Part-time
Participates in the development of resident personal care or service plans under the direction of the Clinical Lead or designate.
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Licensed Practical Nurse - Part Time 0.5 Day
Optima Living
Calgary, AB
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Participates in the development of resident personal care or service plans under the direction of the Clinical Lead or designate.
Added 27 mins ago
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Health Care Aide - Part Time 0.5 Day
Optima Living
Calgary, AB
- Part-time
Supports the development of resident personal care or service plans.
Added 27 mins ago
Licensed Practical Nurse (PWLST) - Casual
Connecting Care (2000) Inc.
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…As key leaders in the Community, LPNs will work closely with service areas, the General Manager, Supervisors, and Health Services partners to promote well-being through a person-directed…
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Health Care Aide (PWLST)
Connecting Care (2000) Inc.
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Complete daily required documentation in charts, electronic health record, wound care binders, medication administration assistance, and bath temperature sheets and other care tracking…
Added 27 mins ago
Manager, Payroll & Benefits
YMCA of Northeastern Ontario
Sudbury, ON · Greater Sudbury, ON
The role ensures accurate, timely payroll and benefits administration, supports employees throughout onboarding and offboarding, and provides the Controller with documented assurance over…
Added 27 mins ago
Assistant
Richardson Wealth Ltd
Montreal, QC
…support to the Investment Advisor(s), ensuring high-level client service, and effective functioning of the team through administration-related…
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Southbridge Healthcare LP
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…operations within the home. This includes accurate financial administration, payroll, resident billing, and trust account management, as well as providing leadership in financial management…
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ASSISTANT.E GÉRANT.E
Boutique La Vie En Rose
Saint-Sauveur, QC
…fonctionnement de la boutique et t’assurer que ton équipe offre un service à la clientèle remarquable. Lorsque tu remplaceras le ou la gérant.e, tu seras responsable d’atteindre les…
Added 27 mins ago
ASSISTANT.E GÉRANT.E
Boutique La Vie En Rose
Ste.-Foy, QC · SAINTE-FOY, QC
…fonctionnement de la boutique et t’assurer que ton équipe offre un service à la clientèle remarquable. Lorsque tu remplaceras le ou la gérant.e, tu seras responsable d’atteindre les…

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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