Ready for
Takeoff

The Opportunity:

Analytical.  Resourceful.  Multitasker.  If these are some of the words other people use to describe you, then we want to talk to you today.   As a Commercial Account Manager, your technical prowess will be heavily relied in your role as the “go-to” technical resource for our valued clients.  Your key day-to-day activities would typically include:

• Developing underwriting data directly with potential and existing clients.
• Hybrid position – Meet with clients and the brokerage team virtually in most cases and occasionally in-person.
• Identify risks and design comprehensive insurance programs in alignment with client objectives
• Prepare submissions to be presented to the Marketing Broker
• Review quotes and coverages in collaboration with the Marketing Broker, Client Executive and the client to determine best strategy to align with client objectives
• Working with the Marketing Broker, prepare proposals, review terms, analyze wordings, and discuss the results of the Marketing effort
• In collaboration with the Client Executive, present proposals, review terms, and provide expert advise directly to the client.
• Issue invoices, Cover Notes and other deliverables as required.
• Managing daily administration of client accounts (data entry into the BMS, correspondence, contract compliance, wordings review, policy documentation issuance)

Must haves:

• Level II British Columbia Insurance License.
• A minimum of 5 years commercial broking experience.
• Broad knowledge of all lines of insurance coverage.
• Superior written and verbal communication skills.
• Strong negotiation skills.
• Ability to prioritize tasks and handle multiple files simultaneously.
• Comfortable working in a fast paced, paper-light environment
• Very comfortable with technology.
• Intermediate-level MS Word and Excel skills
• Ability to work independently from wherever you have internet connection

Nice to haves:

• Have developed specialized knowledge and experience in niche market segments
• Vertafore SigXP experience
• PolicyWorks
• Salesforce, HubSpot or other CRM systems experience

Educational Requirements

• CAIB or CIP (or working towards)
• Graduates of BCIT’s General Insurance & Risk Management Program or similar post-secondary insurance program preferred

Interested candidates please contact  Ricardo de Guzman at 604-282-7719 ext 101 or click the “Apply Now” button to submit your resume online.

The Opportunity:

Commercial Client Executives to service all regions of British Columbia.
Partnering with the right brokerage can open the door to unlimited income potential.  If you’re not already earning over $250,000 / year in commissions, let us show you how – not by working harder, but by working smarter.

Driven.  Entrepreneurial.  Well-connected.  If these are some of the words other people use to describe you, then we want to talk to you today.  We’re looking for true insurance professionals looking to build their book of business with one of the top Commercial Lines-focused brokerages in Canada.  With unparalleled market access not only in Canada but worldwide through our partnership in Assurex Global, joining the team at Excel means joining the largest independent insurance broker group on the planet.  With training and sales support custom-tailored to your specific needs, together we’ll elevate your book of business to heights you never dreamed possible.  Partnership Track opportunities available to the right individuals.

About You

You are an experienced insurance professional with a minimum of 5 years in commercial insurance.  Connecting with people and building new relationships is your strength.  You also have an understanding that in your role as a Producer, you get paid for what you know and life-long learning is key to your continued success.

Must haves:

• Level II British Columbia Insurance Licence.
• A minimum of 5 years commercial broking experience.
• Broad knowledge of all lines of insurance coverage.
• Superior written and verbal communication skills.
• Strong negotiation skills.
• Ability to prioritize tasks and handle multiple files simultaneously.
• Comfortable working in a fast paced, paper-light environment
• Very comfortable with technology.
• Intermediate-level MS Word and Excel skills
• Gregarious personality and sense of humour
• Ability to work independently from wherever you have internet connection – from home, at the office, at Starbucks or on the golf course

Nice to haves:

• Have developed specialized knowledge and experience in niche market segments
• Vertafore SigXP experience
• PolicyWorks
• Salesforce or other CRM systems experience
• Influencer status on social media platforms

Educational Requirements

• CAIB or CIP (or working towards)
• Graduates of BCIT’s General Insurance & Risk Management Program or similar post-secondary insurance program preferred

Interested candidates please contact  Ricardo de Guzman at 604-282-7719 ext 101 or click the “Apply Now” button to submit your resume online.