Position: Commercial Lines Account Executive Category:

Sales / Business Development


Branch Name: Mississauga Dress Code:
Branch Phone: (905) 5688828 Job ID: 5499
Pay Info: Order Type: DH

Job Summary
This position involves working as a Commercial Account Executive on a diverse commercial insurance book of business in both servicing and marketing existing accounts as well as new business accounts. The book of business consists mainly of Construction, Realty and Manufacturing and range from mid to large-size accounts. They are part of a team whose core objective is to service commercial clients’ needs and exceed their expectations.

Essential Duties & Responsibilities

• Management of mid to large size commercial accounts

• Negotiate coverages, rates and premiums with underwriters and clients

• Market new and existing business

• Prepare renewal reviews including Outstanding Recommendations, Claims Review, and Additional Coverage(s)
• Review client risk and preparing comprehensive coverages for specific client needs
• Review leases in order to issue appropriate Tenant Certificate

• Work closely with claims department to monitor losses and develop risk management techniques for clients
• Attend client meetings and inspections when required
• Manage own abeyances

• Manage accounts receivable

• Perform other related duties and projects, as required


• Post-secondary education or equivalent insurance designations

• Minimum of three (3) years of experience in commercial lines within a Brokerage and/or Insurance company
• RIBO License

An Asset:
• Knowledge of construction insurance
• CIP and/or CAIB designation
• Familiarity with The Agency Manager (TAM), and/or Compu-quote

Core Competencies

• Effective verbal and written communication skills

• Excellent organizational and time management skills

• Self-motivation with ability to problem-solve with limited supervision

• Flexibility to work in a fast-paced and dynamic environment with changing priorities

• Ability to work independently and as a team member

• Technically proficient in Microsoft Office programs: Outlook, Word, Excel and PowerPoint

• Accurate data entry skills

• Attention to detail

• Maintain strict confidentiality

• Demonstrate a strong work ethic

• Be honest and trustworthy

• Be respectful of clients, co-workers and Management