
Associate Account Executive- Aviation
- Calgary, AB
- Permanent
- Full-time
- Act as a key member of the Client Service Team, providing primary client contact on routine account management matters
- Coordinating client information with Broking teams to initiate the insurance renewal process
- Serve as the internal central contact for all aspects of account activity
- Under the direction of the Account Executive, service existing client portfolios, attending to routine insurance issues and providing first response to client inquiries
- Assist with brokering large and/or complex accounts (working with the Account Executive and Broking Teams to identify coverage requirements, exposures, etc.)
- Service small to medium insurance accounts in the capacity of an Account Executive and/or Broker
- Build and maintain strong working relationships with key insurer partners to enhance placement strategy and market access.
- Serve as a subject matter expert for Aviation coverage lines, interpreting policy wordings and advising clients and colleagues.
- Ensure client electronic files are updated and maintained in accordance with compliance standards. This includes making requests for information directly to clients and handling any subsequent client inquiries
- Maintain account receivables
- Assist Account Executive with maintaining client service schedule (ie. prompting renewal meetings, deliverables and renewal timelines, relationship building events, etc.)
- Analyze client contracts to identify insurance obligations that are not met by existing insurance coverage
- Prepare, or assist with the preparation of the internal strategic broking and client renewal strategy agendas
- Provide training, guidance, and oversight to junior team members and other colleagues, sharing expertise and ensuring service consistency.
- Perform other duties as required.
- Meticulous attention to detail, strong organizational skills, and ability to prioritize multiple tasks
- 1-3 years Commercial Insurance experience, preferably with demonstrated commitment to continuous learning.
- Must hold or be willing to acquire a General Insurance License Level 2.
- Have good digital literacy and confirmed experience with Microsoft Office suite of products (Word, Excel, PowerPoint).
- Ability to work collaboratively as a key member of a team and independently with minimal direct supervision
- Dedication to continuous learning and demonstrated ability to learn quickly, including both self-directed learning and on the job training
- Post Secondary Education or equivalent years of confirmed experience.