Overview
Personal Lines – Account Executive Jobs in Woodstock – Ontario at BDO Recruitment Services – Canada
Title: Personal Lines – Account Executive
Company: BDO Recruitment Services – Canada
Location: Woodstock – Ontario
Category: Insurance, Sales
Nicol Insurance is seeking an individual who is
results-driven
, success-oriented, to grow an existing book of business through referrals of existing clients and their own personal connections. If you are motivated by the opportunity to increase annual income through sales this might be the right fit for you. Each file is managed by a team, one team member manages service-related initiatives, while the other will be expected to manage all aspects related to sales.
You will
proactively contact clients in order to generate new business, manage existing client needs and uphold high levels of retention.
The candidate would start by working with the team learning the industry and Nicol Insurance values and procedures, with the end objective to transition into the sales role to grow the book of business by writing new policies.
At Nicol Insurance, we take pride in providing outstanding service and assistance to our clients that goes beyond selling insurance products. As a result, Nicol Insurance is both recognized and distinguished as a top performer amongst our clients.
If you possess strong customer service skills, have a positive personality, are adaptable and driven to perform, and have a track record of understanding and exceeding client expectations, then we would like to meet you.
RESPONSIBILITIES:
Develop leads, identify client needs and sell appropriate products and services
Identify cross-sell and up-sell opportunities
Provide quotes and quote comparisons for existing and potential new clients
Manage relationships with existing clients
Manage renewal reviews and recommendations
Ensure retention targets are met
Manage the quality and timeliness of all policy documentation
Ensure compliance to established policies and procedures
Ensure prompt responses to all client inquiries
Utilize digital broker management system and company portals as required
Support your service team member as necessary
EXPERIENCE AND
QUALIFICATIONS:
High School Diploma or GED
Microsoft Office 365
Windows Operating System
Strong computer skills or ability to learn and navigate computer programs
Verbal and written
communication skills
Professional, enthusiastic, and personable
Adaptable and able to acquire new skills on an ongoing basis
Proactive and self-motivated with the ability to prioritize multiple tasks
Ability to
work well individually and as part of a team
Exceptional
customer relationship
management skills
Broker’s Licence is considered an asset
Customer service experience is considered an asset
SALARY AND
BENEFITS:
Salary plus bonus based on sales and retention
Bi-weekly pay structure
Internal rewards program
Employee benefit program
Training opportunities
Strong management support
Familial atmosphere and happy
team environment
Flexible hours
to accommodate work, life and family balance
Social functions spanning all 5 Nicol Insurance offices
What you might want to know about us:
“We’re That Local” means we, the team members of Nicol Insurance, live and work in the communities we serve. Our clients regard us like family or friends, because we are right …
