Account Executive – Personal & Commercial Lines

Compensation: Base Salary + Commission

Position Overview

We are seeking an experienced, sales-driven Account Executive to join an established insurance brokerage. The successful candidate will be responsible for generating new business, developing long-term client relationships, and providing comprehensive insurance solutions across Personal and Commercial Lines.

This position combines business development, insurance sales, and account servicing, with a strong focus on revenue growth and client retention.

Key Responsibilities

Business Development & Sales

• Prospect and generate new business through networking, social media, and cold calling

• Develop and maintain relationships with prospective and existing clients

• Prepare and present insurance proposals, quotes, and coverage recommendations

• Quote new Personal Lines and Individual Commercial Auto business using Applied Rating Systems

• Prepare Commercial Lines new business submissions using Policy Works

• Identify opportunities to expand existing client relationships and generate additional revenue

Account Management & Client Service

• Manage client inquiries, applications, policy changes, and endorsements

• Review renewals and remarket policies when appropriate

• Review client contracts and leases to ensure insurance coverage requirements are met

• Work closely with Account Managers and underwriters to secure appropriate coverage

• Maintain accurate client records, policy documentation, and correspondence in brokerage management systems

• Maintain regular contact with existing clients to address changing insurance needs

Claims & Insurance Market Coordination

• Report new claims to insurers and assist clients throughout the claims process

• Liaise with insurance adjusters and provide guidance regarding claims documentation

• Review policy wording and explain coverage options to clients

• Research insurance products and market options to meet client requirements

• Conduct client site visits when required

Qualifications & Experience

• 3–5 years of relevant insurance industry experience

• Valid RIBO licence required

• Strong knowledge of Personal and Commercial Lines insurance products and markets

• Previous insurance sales and business development experience preferred

• Experience quoting Personal Lines and Individual Commercial Auto insurance

• Knowledge of commercial insurance submissions, renewals, and policy servicing

• Familiarity with Power Broker, Policy Works, and Applied Rating Systems

• Ability to interpret insurance policies, contracts, leases, and underwriting guidelines

• Excellent communication, sales, and relationship-building skills

• Strong organizational, analytical, and problem-solving abilities

• CAIB, CIP, or other insurance designations considered an asset

Compensation & Work Environment

• Base salary plus commission

• Office-based environment with occasional local travel to client locations

• Opportunity to develop new business while maintaining long-term client relationships

Interested in Learning More?

If you're an experienced insurance professional with a passion for sales, business development, and building strong client relationships, I would love to hear from you.

Call or text me at 416-834-9711