
Commercial Account Executive and Team Leader
- Montreal, QC
- Permanent
- Full-time
- Achieve established sales and service objectives;
- Serve, retain, and grow the business portfolio;
- Analyze client needs by informing them about various products and services;
- Maintain good relationships and excellent communication with different departments within the company to effectively respond to client needs (e.g., claims, accounting, etc.);
- Increase growth opportunities by recommending different products/services when appropriate;
- Update client records in the management system;
- Resolve client issues/concerns within the assigned authority;
- Diligently review accounts receivable;
- Be available to support team members as needed;
- May be required to process certain documents, such as letters and cover notes
- Support the unit director in their functions;
- Respond to questions and requests from team members;
- Maintain relationships with insurers to understand their service offerings, new products, etc;
- Organize monthly or bi-monthly team meetings;
- Address client complaints as needed;
- Assist team members in client relations, as needed
- Five (5) + years of relevant experience in commercial property and casualty insurance ;
- AMF license in commercial insurance or desire to obtain one;
- French / English bilingualism required due to frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces and/or internationally.
- Strong interpersonal and teamwork skills;
- Demonstrated exceptional customer service;
- Proficiency in MS Office software.
- DEC in a relevant field or equivalent years of work experience in a relevant industry.
- Knowledge of Epic system management is an asset