Account Executive selling Claio.ai’s AI tools for dental clinics across British Columbia and Alberta. Owning full - cycle sales, clinic visits, demos, and territory growth.
About the role
- Account Executive selling commercial insurance and growing a client book across Northern Ontario. Building customer relationships, placing coverage, and supporting claims with BrokerLink.
Responsibilities
- Sell commercial insurance policies and drive new business growth for the book
- Develop and maintain a prospect list
- Execute sales planning and business development activities
- Build and maintain strong customer relationships, including visiting customer sites
- Prepare proposals and coordinate account placement with insurers
- Leverage broad market access and internal specialty resources
- Keep abreast of market knowledge, products, pricing issues, and placement opportunities
- Gather and document relevant information to ensure appropriate coverage and service
- Maintain book quality by adhering to underwriting rules and sound business practices
- Arrange payment terms for new business
- Support timely collection of payments
- Support customers through the claims process with claims advocacy support when needed
- Travel in and out of town as required
- Act as a key liaison between customers and insurance carriers, including when claims arise
Requirements
- High school and/or post-secondary education
- Valid Ontario Driver’s License
- RIBO License (required)
- CIP, FCIP, CAIB and/or CCIB (preferred)
- Exposure to Epic (asset)
- Minimum 5 years of commercial insurance sales experience
- Excellent customer service and sales skills
- Exceptional interpersonal and communication skills
- Candidates must be eligible to work in Canada from the anticipated start date and throughout employment
- Candidates are solely responsible for maintaining work eligibility in Canada
Benefits
- Employee Share Purchase Plan (ESPP) with BrokerLink matching a portion of employee contributions
- Group RRSP
- Flexible work arrangements
- Multiple benefits supporting physical and mental wellbeing
- Wellness account
- Competitive benefits, rewards, and recognition programs
- Bonus opportunities
- Share purchase opportunities
- Elite performer recognition
- Technical and sales training
- Resources supporting sales planning and business development
- Dedicated Account Managers and National Broking team support
- Claims advocacy and risk management support
- Access to independent business interruption specialists
- Preferred vendor networks
- Broad market access
- Advanced broker- and customer-facing tools and digital solutions
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