Management | Account Executive, Commercial Insurance - FT

Megson FitzPatrick is looking for an Account Executive to generate proactive commercial new business for Megson FitzPatrick, primarily of larger corporate clients in mid-Vancouver Island. Working as part of the Commercial Team, the Account Executive will maintain a commercial book of business including identified niches.

Main Responsibilities:

• Pro-actively pursue commercial insurance opportunities, and generate leads;
• Network to build solid relationships with senior executives and decision makers;
• Customize insurance policies to meet client needs as well as help clients develop risk management plans to reduce insurance exposures;
• Provide excellent service to your clients;
• Meet/exceed established sales goals;
• Build and maintain long-term relationships with clients;
• Manage a book of corporate clients with annual trade-off as determined the Director of Sales;
• Develop risk management strategies for identified clients;
• Collection of AR.

Location and Status:

• Nanaimo, BC
• Permanent full-time employment (35 hrs/week)
• Base Salary + Commission

Qualifications:

• Minimum level 2 general insurance license;
• CAIB/CIP/FCIP/CRM Designation or close to completion;
• Minimum of 5 years in Commercial Insurance;
• Undergraduate degree;
• A network that you can leverage;
• Goal oriented with a proven track record of meeting or exceeding sales goal;
• Competitive spirit;
• The ability to “put yourself out there” and make connections;
• Memberships in various associations or boards;
• Entrepreneurial spirit and thinking;
• Understanding of contemporary business challenges;
• Your own reliable transportation.

Values & Competencies:

• A self-starter;
• Professional;
• Motivated;
• Articulate;
• A Great relationship builder;
• Competitive;
• Great listener.