Client Executive, Commercial SME
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Key skills for this role
Role Overview
Join NFP’s Business Insurance division as a Client Executive serving Alberta clients.
Develop new commercial lines relationships for the Small Market Business Team using insurance industry knowledge and experience.
The business line is Small Market Commercial.
Key Skills for This Role
Full Job Posting
About the Role
Join NFP’s Business Insurance division as a Client Executive serving Alberta clients.
Develop new commercial lines relationships for the Small Market Business Team using insurance industry knowledge and experience.
The business line is Small Market Commercial.
Work Arrangement
- This is a full-time, permanent position with 35 hours per week.
- The role uses a hybrid setting at the Calgary, Alberta office.
Responsibilities
- Quote commercial leads on the day received or by the next business day.
- Develop market submissions with commercial lines underwriting staff and close sales.
- Transfer ongoing service responsibilities to Account Managers while supporting appropriate post-sale requests.
- Create cross-selling opportunities across commercial lines and achieve sales and department targets.
- Maintain underwriter relationships, resolve client concerns, and represent the brokerage at industry functions.
- Use IRCA, ARS, and company portals to quote prospects and stay current on industry and underwriting changes.
Requirements
- Valid AB General 1 licence is required; additional licensing is an asset.
- Typically three or more years of commercial or personal lines sales experience.
- Knowledge of small-market business risks and technical knowledge of IRCA.
- Proven insurance sales record and strong property and casualty solution development skills.
- Strong analytical, organizational, prioritization, communication, collaboration, and client-service skills.
- Microsoft Office proficiency is expected; Salesforce, other CRM platforms, and Applied EPIC experience are assets.
About NFP
NFP is an Aon company providing consultative insurance and risk solutions through a global team across Canadian, U.K., and U.S. offices.
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