Associate client executive
Apply nowResponsibilities
- Analyze customer/prospect losses and coverage to determine product/service needs ;
- Communicate customer needs and underwriting instructions to insurers ;
- Maintain a quality service plan and ensure accuracy of documentation ;
- Organize follow-up meetings with customers ;
- Generate additional sales from existing customers and referrals ;
- Manage billing and collection for each customer ;
- Collaborate with all company functions to improve service and cross-selling ;
- Use internal resources to offer the best solutions to customers/prospects ;
- Participate in professional development activities ;
- Comply with quality service standards.
Requirements
- AMF license in commercial property and casualty insurance OR willingness to obtain it within the first 3 months ;
- 3 to 5 years' experience in commercial insurance ;
- Bilingualism French/English required (45% of customer base is English-speaking) ;
- Strong business acumen with knowledge of general functions, finance and issues ;
- Problem-solving skills ;
- Proficiency in Office suite ;
- Customer service experience ;
- Commitment to exceptional customer service.
Advantages
- Complete insurance coverage from day one ;
- RRSP ;
- Stock purchase plan ;
- Vacation + flexible days.