Job description:
Commercial Insurance Account Executive
About Tabone Insurance Brokers Inc.
At Tabone Insurance Brokers Inc., we are committed to providing exceptional insurance solutions, expert advice, and personalized service. As a trusted insurance partner, we empower businesses to protect what matters most while building long-term relationships founded on professionalism, integrity, and results.
About the Role
We are seeking a motivated and client-focused Commercial Account Executive to join our growing team. This is a relationship-driven role focused on retaining, growing, and developing a commercial insurance portfolio. As a trusted advisor to business clients, you will identify coverage needs, deliver tailored insurance solutions, and uncover opportunities to expand accounts through cross-selling and upselling.
The ideal candidate is a sales-minded insurance professional who excels at building strong client relationships, driving organic growth, and providing exceptional service throughout the client lifecycle.
Key Responsibilities
- Manage and grow an assigned portfolio of commercial insurance clients.
- Develop strong client relationships through proactive communication and ongoing account management.
- Conduct coverage reviews and identify opportunities to enhance clients’ insurance programs.
- Generate new revenue through cross-selling, upselling, and referral opportunities.
- Present renewal strategies and coverage recommendations to clients.
- Prepare and deliver quotations, proposals, and insurance solutions tailored to client needs.
- Remarket accounts as required to ensure competitive terms and coverage.
- Respond promptly to client and insurer inquiries while maintaining a high level of service.
- Prepare submissions for new business and renewal opportunities.
- Quote and onboard new commercial clients, completing applications and required documentation.
- Issue binders, certificates, and confirmations of coverage as required.
- Assist clients with policy changes, endorsements, billing inquiries, and financing arrangements.
- Support clients through the claims process, acting as an advocate and trusted resource.
- Maintain accurate client records and documentation.
- Stay informed on insurance products, market trends, carrier offerings, and industry developments.
- Collaborate with internal team members to deliver outstanding client experiences.
- Ensure compliance with brokerage procedures, regulatory requirements, and service standards.
Qualifications
- Valid RIBO Licence required.
- CAIB or CIP designation (or equivalent) completed or actively pursuing.
- Proven ability to build and maintain strong client relationships.
- Strong sales aptitude with experience identifying growth opportunities within existing accounts.
- Excellent communication, presentation, and negotiation skills.
- Highly organized with the ability to manage competing priorities effectively.
- Customer-focused mindset with a passion for delivering value and solutions.
- Ability to thrive in a fast-paced, results-oriented environment.
- Professional demeanor and commitment to service excellence.
- Proficiency with Microsoft Office (Word, Outlook) and brokerage management systems.
What Success Looks Like
- High client retention and satisfaction levels.
- High Commission
- Consistent growth through account rounding and cross-selling initiatives.
- Strong relationships with clients and insurance carrier partners.
- Effective management of renewals and new business opportunities.
- Trusted advisor status with clients, resulting in referrals and long-term partnerships.
Why Join Tabone Insurance Brokers Inc.?
At Tabone Insurance Brokers Inc., you'll join a collaborative team that values client relationships, professional development, and business growth. This is an excellent opportunity for a driven insurance professional looking to combine service excellence with a sales-focused approach to build a rewarding and successful career.
