Posted: Jan 5, 2023
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Management | Account Executive, Commercial Insurance - FT

Megson FitzPatrick - Victoria, BC
Full-time
Application Deadline: Feb 5, 2023

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.