Account Executive II

November 26 2024
Industries Bank, Insurance, Financial services
Categories Bank, Insurance, Financial services,
Kitchener, ON • Full time

Come start your career with us! Here at BrokerLink, we are committed to the growth and development of our employees. We offer a competitive compensation package, rewarding work and a casual `dress for your day` environment. We are proud to say that BrokerLink has become one of Canada's largest and most reliable insurance brokerages that is passionate about taking care of our customers and ensuring we are there when they need us the most.

The Position:
We have an opening for an Account Executive II to join our Commercial Insurance team working from one of our offices within our Western region. Individuals in this role are responsible for all sales and service of an assigned book of business; develop and maintain prospect list through direct solicitation. They are accountable for decisions made on all aspects of prospecting, as well as selling and servicing clients as per performance standards. They may also advise clients on claims or loss settlements.


What you will be doing:

  • Develops and maintains a prospect list through direct solicitation (through solicitation of expiry dates and/or other methods as determined by BrokerLink); contact prospects regularly; conducts regular meeting with clients, maintains client relationships, and visits client sites as required
  • Reviews and analyzes existing commercial accounts to identify inadequately protected exposures; contacts commercial accounts prior to the renewal (within time frames required by Brokerlink) and recommends necessary or desirable changes in coverage.
  • Obtains all information required for a complete submission and prepares a proposal subject to BrokerLink guidelines; in the absence of a Commercial lines Marketer or Account Manager, responsible to place the account. Ensures all information is collected and documented in order to ensure client is properly serviced. Maintain good quality in the book of business by adhering to underwriting rules and good business practices.
  • Responsible for all Account Receivable activities. As required at renewal prepares proposal, arranges for replacement of account, arranges all payment terms for new business sales, and collects premiums or down payment as per BrokerLink guidelines
  • Develops and maintains a positive, cooperative, professional image with clients, community profiles, company personnel and other staff members, conducts business in such a manner as to enhance the professional reputation of BrokerLink.
  • Keeps abreast of markets, products and pricing issues, and shares information with BrokerLink
  • Coordinates with and advises the Account Manager on any claim or loss settlement and assists clients in documenting claims and in dealing with adjusters as necessary
  • Participates in BrokerLink sales initiatives. Proactively contribute to the effectiveness and work quality of the department and to BrokerLink as a whole; accept and adapt to changing requirements with respect to workflows and other job related matters



What you bring to the table:

  • High degree of professionalism, diplomacy and integrity
  • Excellent customer service and sales skills
  • Excellent communication; capacity to coach support staff
  • Able to work in a fast-paced environment, under pressure and deadlines.
  • Able to work both individually/entrepreneurial, as well as in a team environment
  • Excellent Organizational and Time Management skills; multi-tasking
  • Post-Secondary Education or equivalent
  • 5-7+ years Industry, Sales and Customer Service experience
  • RIBO/AIC Level 1 and 2
  • Commitment to continual learning: CIP, CAIB 1 & 2 CAIB 3 & 4 or working towards completion
  • Experience with: Office Suite; TAM; CompuQuote, SAVERS, Policy Works

What's in it for you:

  • Commitment to your growth and development
  • Flexibility in how and where you work
  • A competitive compensation package
  • Flexible health and dental benefits package
  • An ESPP with a company matching component
  • A casual 'dress for your day' environment
  • Be a part of a company that is one of Canada's best employers (Named by Kincentric in 2021)

We thank all applicants for their interest, but only those selected for an interview will be contacted.

BrokerLink is committed to providing an accessible environment. Accommodations are available on request for candidates taking part in the selection process

At BrokerLink, we know there is more to your decision about where you work than just the work itself. We know that helping our people achieve their career goals in a culture that offers growth and balance is what sets us apart. Our commitment to our employees is to offer workplace benefits that set the standard for them and their families. Along with a professional and fulfilling work environment, we provide competitive compensation, comprehensive benefit programs and a commitment to ongoing professional development.

Our values help guide us and our commitment to excel in all aspects of our business. Joining our team means you will have the opportunity to live our values.

Discover more about BrokerLink! Visit our new dedicated Webpage.

At BrokerLink, we value diversity and are committed to creating an inclusive workplace that inspires each of us to be the best we can be. Join our team and make a difference!

Apply now!

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