Required Skills & Experience
-Active RIBO licence in good standing -Minimum 2 years of commercial insurance experience, ideally in a sales or business development capacity -Strong sales, prospecting, negotiation, and relationship-building skills -Ability to generate new business through cold calling, networking, referrals, and inbound leads -Working knowledge of commercial insurance wordings, coverages, exclusions, and underwriting requirements -Ability to assess client needs, identify exposures, perform coverage gap analysis, and recommend appropriate insurance solutions -Strong written and verbal communication skills with a focus on delivering an exceptional client experience -Highly organized with excellent time management, attention to detail, and ability to meet deadlines -Strong computer skills, including Microsoft Word, Excel, and Outlook -Self-motivated, adaptable, solution-oriented, and comfortable working in a fast-paced, target-driven environment
Nice to Have Skills & Experience
-Previous experience specifically in a commercial insurance sales/producer role -CIP or CAIB designation, or enrollment/willingness to pursue one -Previous experience using a CRM or brokerage management system -Experience with front-line underwriting and commercial risk analysis -Experience quoting small commercial risks through insurer/company portals -Experience with renewal strategy, remarketing, cross-selling, and upselling -Established networking and business-development skills within the commercial insurance market -Experience collaborating with Account Managers, insurer underwriters, and brokerage management
Job Description
Our Client is looking for a Commercial Lines Account Executive (Commercial AE). A sucessful candidate is responsible for generating leads, developing new commercial insurance opportunities, and producing profitable business accounts that contribute to the brokerage’s overall growth. They will manage the sales cycle from prospecting and needs analysis through quoting, presentations, and closing, while working closely with Account Managers, management, insurers, and the broader support team. Responsibilities include meeting sales targets, conducting gap analyses, advising clients on coverage and exclusions, supporting renewals and retention, identifying cross-sell and upsell opportunities, and maintaining accurate prospect and client documentation.
AI: Artificial intelligence tools are used to assist in screening and assessing applicants for this position.
Vacancy: This posting is for a currently vacant role, and the successful candidate will be hired into an existing open position.
