Personal Account Executive – Edmonton

Do you know that regular people don’t speak insurance?

Access Insurance Group does insurance differently by hiring individuals that understand people as much as they understand insurance.

We have an opening in our Edmonton office with our Personal Lines New Business Team for just this type of person. The ideal candidate will be sales-driven with a desire to make insurance simple, clear and easy for our clients.

In addition to offering a comprehensive benefits package and a competitive salary with compensation incentives, we’re also a fun-loving group with a family-like atmosphere.

What You’ll Be Responsible For

  • Handle customer inquiries effectively
  • Advise on insurance matters, assess customer needs, and recommend appropriate coverage
  • Respond to incoming requests for insurance quotations in a prompt and professional manner
  • Sell new policies to new customers by phone, e-mail, or in-person
  • Generate increased sales by cross-selling all other insurance requirements
  • Meet or exceed production targets
  • Contact Underwriters to discuss guidelines and policy limitations
  • Maintain an up-to-date knowledge of company underwriting guidelines
  • Prepare documentation for insurers, complete applications for new customers, and issue insurance certificates
  • Follow Access Insurance Group workflows and procedures
  • Provide friendly, professional service at all times

What Certificates, Licenses and/or Education You Have

  • High-school diploma
  • AIC Level 1 license (working towards Level 2)
  • Active pursuit of a Professional Designation (CAIB, CIP)

What You’re Great At

  • Microsoft, Word, Excel, Outlook, Applied Systems (EPIC & Rating Services)
  • Crossing t’s and dotting i’s
  • Typing
  • Selling
  • Communicating (verbal and written)
  • Working in a fast-paced environment
  • Organizing
  • Multi-tasking
  • Time management
  • Working under pressure and meeting deadlines
  • Interpersonal skills and ability to collaborate with team members for problem-solving
  • Being professional

Licensed brokers meeting the above criteria are encouraged to submit resumes to erinaw@accessinsurancegroup.com. Short listed applicants will be contacted for interviews.