Equipment Finance Sales Executive working closely with Regional Bank for optimal customer relationships and equipment financing. Prepare industry updates and generate new business while managing a high - quality financing portfolio.
About the role
- Account Executive responsible for sales, prospecting, and servicing commercial insurance policies. Maintaining customer relationships and supporting claims processes with a focus on excellent service.
Responsibilities
- Sell commercial insurance policies
- Develop and maintain a prospect list
- Build and maintain excellent customer relationships, including visiting customer sites
- Keep abreast of market knowledge, products, and pricing issues and opportunities
- Prepare proposals, and arrange for account placement with the insurance carriers
- Gather and document relevant information to ensure the customer receives the appropriate coverage's and service
- Maintain good quality in the book of business by adhering to underwriting rules and good business practices
- Arrange payment terms for new business sales and the timely collection of payments
- Support customers with the claims process
- Travel in and out of town
Requirements
- High school and/or post-secondary education
- Valid Ontario Driver’s License
- RIBO License is required
- Ideally have one or more of CIP, FCIP, CAIB or CCIB
- Exposure to Epic is an asset
- Minimum of 5 years’ commercial insurance sales experience
- Excellent customer service and sales skills
- Exceptional interpersonal and communication skills
Benefits
- Employee Share Purchase Plan (ESPP) – with BrokerLink matching a portion of employee contributions
- Group RRSP that provides flexibility and long-term security for our employees beyond their careers
- Flexible work arrangements
- Multiple benefits offered to support physical and mental wellbeing, Wellness account and much more
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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