Are you an experienced insurance professional with a strong track record of managing complex commercial accounts and delivering tailored risk solutions? Our client is looking for a Senior Account Executive to join a collaborative and client-focused team supporting mid-market to large commercial clients across a range of industries.
This role is ideal for someone who excels at building long-term client relationships, navigating the intricacies of commercial property and casualty programs, and driving retention and growth through strategic insight and exceptional service.
Key Responsibilities:
Client Leadership & Relationship Management
- Serve as the lead advisor and primary contact for a portfolio of mid-sized to large commercial clients.
- Build trusted relationships by understanding each client's risk profile, business goals, and industry-specific exposures.
- Lead the development and execution of strategic service plans, ensuring timely delivery and client satisfaction.
- Maintain a high client retention rate through proactive communication, policy stewardship, and renewal planning.
Program Design & Market Strategy
- Analyze client operations, existing insurance programs, and risk exposures to identify coverage needs and improvements.
- Design and negotiate complex insurance solutions with insurers and wholesale markets, including layered or specialty placements when necessary.
- Collaborate with marketing, claims, and risk control teams to provide holistic and value-driven service.
Business Development & Revenue Growth
- Identify cross-sell, up-sell, and referral opportunities within the existing book.
- Partner with producers and senior leadership to support new business presentations and onboarding of high-value clients.
- Contribute to the strategic growth of the firm's commercial practice by deepening relationships and expanding service offerings.
Team Collaboration & Leadership
- Guide internal service teams to ensure accuracy, responsiveness, and alignment with client expectations.
- Act as a mentor to junior team members, sharing technical knowledge and best practices.
- Represent clients during key insurer negotiations, claims reviews, or renewal discussions.
Compliance & Operational Excellence
- Maintain up-to-date records and documentation in accordance with internal and regulatory standards.
- Stay informed on market trends, underwriting changes, and evolving industry risks.
- Participate in process improvements, training initiatives, and departmental planning efforts.
Qualifications:
- 5-10+ years of experience in commercial property and casualty insurance, with increasing responsibility.
- Proven ability to manage complex accounts and navigate nuanced insurance placements.
- Valid Level 2 license (or provincial equivalent); CAIB, CIP, or CRM designation is a strong asset.
- Strong business acumen, negotiation skills, and a client-centric approach to service.
- Effective communicator with the ability to build rapport and credibility with clients, underwriters, and internal teams.
- Proficient in Microsoft Office and brokerage management systems (e.g., Epic, TAM, Power Broker).
What You Bring:
- A strategic mindset with an ability to anticipate client needs and recommend innovative solutions.
- Confidence in leading high-stakes conversations and delivering presentations to executives or decision-makers.
- A collaborative spirit combined with a high degree of autonomy and accountability.
- Enthusiasm for contributing to a culture of service excellence and professional growth
Compensation and Benefits:
- The salary range is negotiable, based on applicant's education, experience, skills and abilities.
- Comprehensive benefits package
Candidates must be eligible to work in Canada. Only candidates selected to move forward in the hiring process will be contacted.