Account Executive-Private Client

Responsibilities

• Developing and implementing a marketing strategy to grow and manage a Personal insurance book of business, maintaining a sales pipeline and developing new business opportunities
• Ensuring clients have the necessary coverage in place, quoting and binding coverage, and cross‑ and up‑selling additional coverage where possible
• Selling brokerage services to achieve target revenue and activity quotas
• Conducting regular review meetings with existing clients to service and identify opportunities for new prospecting activities
• Maintaining a highly technical and service‑oriented relationship with clients & underwriters
• Developing and maintaining relationships with insurers to ensure clients receive favourable pricing and claims handling and to develop new products
• Attending client (prospective & existing), insurer, and industry functions to build networks and identify new business streams
• Referring...