VIP Personal Lines Account Executive reporting into our Personal Lines team in our Calgary office. This role carries both sales and service objectives. The object is to maintain existing clients as well as meet/exceed new business targets.
Responsibilities
- Service existing book of business within the VIP department
- Manage all aspects of assigned VIP book of personal lines clients, including reviewing, cross selling of products and remarketing.
- Manage and process renewals as well as prepare all client services documents (i.e.. Renewal Summaries, Proposals, Underwriting submissions)
- Maintain high levels of client retention.
- Attend external client meetings as required
- Respond to all customer and company inquiries by providing effective and efficient customer service to verbal and written enquiries.
- Work with existing Commercial producers to find new business opportunities – not limited to individual polices – could be Group opportunities
- Work closely with the Commercial team to align on best client experience for both CL an VIP clients where needed
- Quote and sell received referred business
- Manage existing and new center of influences
- Follow Corporate policies and procedures
- Follow up on account receivable
- Maintain continuing education credits for licensing
- All other miscellaneous duties and special projects as required
Who You Are
- You have a Level I Insurance License, preferably Level 2;
- R.I.B.O (Ont) – level 1 and/or level 2
- Personal Insurance Lines experience;
- CAIB, CIP, FCIP or CRM designation would be considered an asset;
- You are a self-starter, who is highly organized with exceptional attention to detail;
- You have excellent verbal and written communication skills;
- You have Intermediate computer skills including Microsoft Office Suite and Applied Epic;
- You have a friendly professional demeanor with a good sense of business acumen;
- You have a natural ability to thrive in a team environment and work well with others;
- You are driven to success and can represent our brand in all insurance interactions.
- Excellent organizational Skills
- Comfortable multi-tasking and prioritizing tasks without guidance
- Punctual with strong attendance history
What We Offer
- Competitive salary and benefits programs;
- Professional development training/courses;
- A great collaborative work environment;
- A newly renovated office space with gourmet kitchen;
- On-site gym facility
- A positive and supportive setting which encourages the health and wellness of our team.
