Advisor, Programs

THE ROLE

The Account Executive is responsible for managing a portfolio of clients. Account Executives are expert advisors responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business. In addition, The Account Executive is responsible for the input of new business and marketing documents as well as other administrative duties as required to enhance the team’s overall effectiveness.

As an Account Executive, you are a Captain. You are a problem solver who likes change and innovation while controlling the big picture. You are;

• Venturesome, a risk-taker who is confident and a self-starter;
• Independent and strong willed, connecting easily with others;
• A natural leader, inspiring and challenging those around you;
• Assertive, results oriented, diplomatic and impatient.

WHAT YOU’LL DO:

• Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service;
• Works closely with the team on all aspects of client service, marketing, and renewal while adhering to Navacord’s best practices and standard procedures;
• Responsible to delegate, develop, and coach the Account Assistant’s work to ensure timelines are being met and to review accuracy of documentation;
• Manage account documentation (i.e., routine inquires, quotes, cover notes, statement of values, insurance contracts, endorsements, cancellations, etc.);
• Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements;
• Ensure EPIC workflows are followed including maintaining and updating custom forms;
• Ensure accurate and timely servicing and billing of accounts;
• Actively develop an increased knowledge of related insurance products and client needs;
• Participate in training and professional development courses to enhance skills and industry knowledge;
• Other duties as required.

WHAT WE REQUIRE:

• Demonstrated breadth across commercial insurance and depth with policy wordings and coverages within key industry sectors;
• Level II license or equivalent and relevant industry experience required; preferred an academic background consisting of post secondary education, certificates, industry programs, such as CIP, CRM and CAIB or working towards;
• Solid mentorship skills and teaming capability; the ability to lead and motivate, delegate, and rally colleagues;
• A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience;
• Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability;
• Advanced skills in Microsoft Office Suite and internal Broker Management Systems (EPIC).