Commercial Account Executive Job at Western Financial Group

Western Financial Group Pembroke, ON

We are one of Canada’s Top Employers, Join Us


As one of Canada's top insurance broker, Western creates security and provides customized insurance solutions to over 1 million Canadians.

For over a century, we've secured our neighbours' future by building enduring relationships and staying true to our Guiding Principles and customer-centric values.


Account Exectuive - Commercial Insurance


The key role of the Account Executive is to identify and generate new sales opportunities.

Use your Commercial Insurance expertise to manage a book of business, ensuring your clients have the coverage they need.

Every day you will be build lasting relationships with your customers, helping to protect what matters most to them.


Accountabilities


  • Meet and exceed sales and retention targets, acting as liaison between your clients and insurance providers
  • Develop and present innovative coverage solutions to support our clients needs
  • Prospect and up-sell when talking to public on all lines of business sold
  • Provide quality customer service to clients and promote cross-selling of Western Financial Group products
  • Liaise between client and external insurance companies to ensure fair and proper representation for both parties
  • Follow up on your current client accounts to ensure all outstanding activities are resolved
  • Remain current and develop expertise in assigned market and plan for breaking into new markets
  • Continuous self-development, through industry and community involvement, and industry related courses

Our Team Environment


Our customers come from all walks of life, and so do we. It's the unique contributions of all Western team members that drive our success. We hire talented people from a wide variety of backgrounds because we know that it makes our company stronger. If you share our values, you'll find a home among our 1,800+ family members.


Specifics


  • RIBO License required
  • 2 years Commercial Insurance Experience preferred
  • Strong problem-solving skills and the ability to adapt in the face of adversity
  • Must be passionate about helping people, self-driven, and determined to succeed
  • Demonstrated talent to grow and develop relationships with our existing clients, new clients, industry related associations and our community
  • Experience managing a book of business or relatable work experience
  • Capacity to provide exceptional customer service
  • Knowledge of the marketplace and community to maximize revenue

Your safety is our top priority. In accordance with Canadian Health Authority recommendations we have taken steps to ensure the safety of all employees working in our branch offices. Currently, our work environments may look different than usual, however we are committed to supporting our clients and the communities in which we operate.


Hours: Full Time 37.5 hrs/week

Location: Pembroke, ON / Hybrid

Requisition #: 79243


Western Financial Group – Top 100 Canadian Employer


Our people make us who we are and we’re thankful to have been recognized as a Top Employer across Canada! We are looking for great people who share our values and want to share their unique skills with us. Western is on a mission to exceed customer expectations, and that starts with our people. Would you like to be part of our story?


As one of Canada's top insurance broker, Western creates security and has provided customized insurance solutions to over 1 million Canadians. For over a century, we've secured our neighbours' future by staying true to our Guiding Principles of Truthfulness, Fairness, Value, and Loyalty.


Health & Wellness


At Western we take pride in providing programs that add value to our people’s lives – after all, they are our greatest asset! Eligible employees receive a competitive compensation package consisting of 3 weeks’ vacation, 14 paid wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.




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