Première détection par notre source: à l’instant
Experienced Account Executive
@ Peake & Richmond Ltd. - Insurance Specialists
West Vancouver, Colombie-Britannique
En bref
Peake & Richmond Ltd. - Insurance Specialists is hiring a full-time, on-site Experienced Account Executive in West Vancouver, BC, to manage and grow a portfolio of personal and/or commercial insurance clients. The work covers coverage advice, quotes, renewals, endorsements, claims support and cross-selling. Several years of insurance account, broker or sales experience are expected, along with a Level 2 General Insurance License, CAIB or CIP or willingness to obtain one.
Responsabilités :
- Advise clients on personal and/or commercial coverage options
- Prepare quotes and process renewals, endorsements and policy changes
- Respond to client inquiries and support claims reporting
- Identify cross-selling and up-selling opportunities
- Maintain documentation in the agency management system
Résumé des exigences :
- Several years of insurance account executive, account manager or broker experience
- Level 2 General Insurance License, CAIB or CIP, or willingness to obtain
- Strong client service and relationship management skills
- Insurance technical knowledge of personal and/or commercial lines
- Sales and business development experience
- Proficiency with insurance management systems
Outils et compétences
Source et dates
Type de source non vérifié · apify-linkedin
- Date publiée par l’employeur
- Non fourni
- Première détection par notre source
- 2026-11-14
- Mise à jour du dossier source
- 2026-11-14
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Ventes |
| Heures par semaine | 40 (estimé) |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Permis et certifications | Level 2 General Insurance License, CAIB, CIP |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Peake & Richmond Ltd. - Insurance Specialists
Role Description The Experienced Account Executive is a full-time, on-site role based in West Vancouver, BC, responsible for managing and growing a portfolio of personal and/or commercial insurance clients. Day-to-day, the role includes advising clients on coverage options, preparing quotes, processing renewals and endorsements, and handling policy changes promptly and accurately. The Account Executive will respond to client inquiries, support claims reporting and follow-up, and collaborate with underwriters and insurers to secure suitable terms and pricing. The role also involves identifying opportunities for cross-selling and up-selling, maintaining detailed documentation in the agency management system, and contributing to continuous improvement in client service standards.
Qualifications
- Strong client service and relationship management skills, including active listening, clear communication, and a solutions-focused approach.
- Sales and business development capabilities, with experience in prospecting, cross-selling, and maintaining a profitable book of business.
- Insurance technical knowledge, such as familiarity with personal and/or commercial lines products, policy wording, underwriting practices, and claims processes.
- Administrative and organizational skills, including accuracy in documentation, proficiency with insurance management systems, and effective time management.
- Professional communication skills, both written and verbal, with the ability to explain coverage in accessible terms and negotiate with markets when needed.
- Relevant licensing or designation (e.g., Level 2 General Insurance License, CAIB or CIP) or eligibility/willingness to obtain required credentials.
- Several years of experience in an insurance account executive, account manager, or broker role, preferably within a brokerage environment.
- Demonstrated ability to work collaboratively with colleagues while taking initiative and ownership of client outcomes.
- Comfort working on-site in West Vancouver, BC, and engaging with local clients and community stakeholders.
Journal
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