Personal Lines Account Executive (Fredericton or Moncton)

Job description

**Fredericton or Moncton office**

We're growing!!

Wilson Insurance Ltd. is a work environment based on fostering a culture of excellence, collaboration, and continuous improvement to ensure the delivery of exceptional client experiences.

Do you have a great attitude, thrive in a fast-paced environment, and have strong communication skills?

If so, then we need to talk! This opportunity in our Personal Lines Home and Car division is designed with you in mind.

The Personal Lines Account Executive (AE) plays a lead role in generating new business for the organization as well as business retention.

This role involves building relationships with prospective clients, assessing their insurance needs, and offering a personalized insurance product such as auto, home, condo, renter and other personal coverage.

This individual is driven, self-motivated, has a strong sales aptitude, is client-focused, and passionate about building relationships to help clients achieve peace of mind with their insurance choices.

You would be responsible for:

· Meeting your annual sales target

· Assess and underwrite policies to meet the individual client needs

· Liaise with Underwriters and insurance partners

· Attend networking opportunities

· Continuous training and skills development while staying on top of industry trends

The ideal candidate for this position will possess the following:

· Bachelor's degree in a Business, or related field or college diploma in insurance brokerage (i.e. CAIB, CIP or RIBO) is preferred. A combination of education, skills and experience will be considered. 

· Level 1 Agent License or working toward.

· 3-5 years of Broker experience preferred.

· 3-5 years of experience in a sales role.

· Client-centric mindset with a passion for delivering exceptional service and solutions that meet clients’ evolving needs.

· Proven experience in personal insurance sales, with a track record of meeting sales targets, or other insurance experience where performance metrics were met or exceeded.

· Strong relationship-building skills with a proven track record of managing high-value client accounts.

· Excellent communication, presentation, and interpersonal skills.

· Ability to identify growth opportunities, develop sales strategies, and ensure consistent revenue generation.

· Proficiency with Microsoft Office Suite, insurance software and CRM systems (e.g., Applied EPIC).

· Highly organized with strong attention to detail, time management and multitasking skills with the ability to manage multiple accounts and sales cycles simultaneously.

· Ability to explain complex insurance products in an easy-to-understand manner.

· Strong analytical and decision-making abilities to support both strategic and day-to-day operations.

· Strong negotiation skills with the ability to address client concerns, handle objections, and secure favorable terms for both the client and the company.

· Self-motivated, with a strong drive to succeed in a competitive environment.

· Experience with various insurance carriers and personal lines products.

· Bilingualism in English and French is considered an asset.

Working Conditions

· Some travel is required.

· Networking at group insurance events is expected.

· Conducting presentations and meetings is required. (in person / virtual and formal /informal)

· Some overtime is expected due to the nature of the role. Regular office hours are 8am to 4:30pm AST.

· Remote/Hybrid work environment availability. Participation in regular in office environment required.

Work Location

· Fredericton or Moncton, in-office.

· Hybrid option within 12 months of employment.

Wilson Insurance offers a comprehensive benefits package and a great team environment.

For more information about Wilson Insurance, one of Atlantic Canada’s largest independent brokers, visit us at www.wilsoninsurance.ca.

Wilson Insurance offers a great team environment, a comprehensive benefits and compensation package, continuing education and support.

Interested? Please apply with a resume and cover letter, with a subject line: “Personal Lines Account Executive”.

We wish to thank all applicants for their interest but advise that only those selected for an interview will be contacted.

Job Types: Full-time, Permanent

Benefits:

• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• RRSP match
• Tuition reimbursement
• Vision care
• Wellness program

Schedule:

• Monday to Friday

Work Location: In person with hybrid option within 12 months

Application deadline: 2025-04-30

Job Type: Full-time

Benefits:

• Casual dress
• Company events
• Dental care
• Employee assistance program
• Extended health care
• Life insurance
• Paid time off
• RRSP match
• Vision care

Schedule:

• Monday to Friday

Education:

• Bachelor's Degree (preferred)

Experience:

• Broker: 3 years (preferred)

Licence/Certification:

• Level 1 Agent License or working toward (preferred)

Work Location: In person

Application deadline: 2025-04-30