
Client Executive
- Montreal, QC
- Permanent
- Full-time
- Maintain and expand low-risk accounts from a small book of business and assist senior level colleagues with maintaining and expanding large or complex accounts to refine and develop technical and managerial sales skills as well as gain exposure
- Collaborate with senior level colleagues and project specialists to identify key decision makers, account needs and underlying risks to determine potential services, products and combinations that will best serve and address client business objectives, business compliance so as to expand accounts
- Conduct research and analysis to target new buyer hubs and gain insight to expansion opportunities strategizing internal offerings and market trends to ideally institutionalize accounts within the business
- Analyzes and conceptualizes collected project, account and/or market quantitative and qualitative data into a viable offering for proposal work for personal or superior colleagues' accounts
- Assists in developing custom solutions to address account and/or prospective account needs for a complex account and effectively presents or assists with presentations for all solutions to senior colleagues or accounts/prospects
- Work to ensure all managed accounts are in good standing and address escalated issues or concerns in a timely and effective manner so as to ensure operational excellence and relationship satisfaction
- Nourish and grow professional network within client organizations
- 8+ years of commercial insurance experience with a minimum of 3 years in a Client Executive type role managing a book of business
- Applicable Insurance Broker Provincial Licensing
- Post-secondary education or equivalent work experience within an insurance and risk consulting environment, preferably including one or more insurance related designations or degrees
- Ability to lead
- Ability to manage
- Ability to drive growth
- We help you be your best through professional development opportunities, interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.