Commercial Lines Account Executive / Producer
Platinum Insurance Inc. - Red Deer, AB

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Platinum Insurance is looking for an energetic, self-motivated individual to come join our team in Red Deer! We are specifically seeking Account Executives or Sales Representatives who have a large network of potential clients or those already experienced/knowledgeable in Commercial Insurance Sales.

Roles & Responsibilities

  • Prospecting and building a potential client base
  • Effectively managing customer expectations
  • Discussing & Explaining coverage to clients
  • Accounts receivable follow-up
  • New business and renewal sales presentations
  • Closing the sale - up selling/ cross selling
  • Preparing marketing submissions, proposals and summaries of insurance
  • Answer customer inquiries
  • Checking policies, endorsements and other documents for accuracy
  • Issuing certificated of insurance and motor vehicle liability slips
  • Reviewing payments
  • Reviewing and analyzing claims and discussing with clients
  • Commit to having fun in collaborative team environment

Required Skills

  • Driven to achieve sales results
  • Demonstrated ability to build strong customer relationships
  • Knowledge of commercial insurance; training available
  • Strong commitment to personal growth and development
  • The ability to work independently and in a team environment

Required Experience

  • Level 2 license with 3-5 years insurance experience is preferred; however we are willing to train candidates with lesser experience provided they display the characteristics and skills required above