Our client is looking for a dynamic Commercial Insurance Sales Executive to drive new business growth and foster lasting client relationships. This role involves identifying potential clients, presenting tailored insurance solutions, and ensuring successful policy sales. A strong understanding of insurance products and providers is essential, along with excellent administrative skills to manage policy documentation and client records effectively.

Key Responsibilities:

Client Acquisition & Business Development:
Proactively source and develop a client base through networking and referrals.
Assess client needs via consultations and risk analysis.
Present tailored insurance solutions, explaining benefits, features, and costs.
Secure new business by closing sales and finalizing policy agreements.

Client Relationship Management & Retention:
Build and maintain strong client relationships to ensure policy retention.
Provide exceptional customer service by addressing queries, policy updates, and renewals.
Keep clients informed about policy changes, claims processes, and new offerings.

Regulatory Compliance & Industry Standards:
Uphold Treating Customers Fairly (TCF) principles in all client interactions.
Ensure all advice and solutions align with individual client needs.
Maintain compliance with industry regulations, including FAIS requirements.

Administrative & Process Management:
Accurately complete and maintain policy documentation and client records.
Ensure policies, claims, and premium adjustments are processed correctly and on time.
Work closely with underwriting, finance, and compliance teams to streamline operations.

Product & Market Knowledge:
Stay informed about commercial and personal insurance products and market trends.
Maintain an in-depth understanding of insurer offerings and competitor products.
Identify opportunities for product innovation and improvements.

Qualifications:
Short-term Insurance Qualification
Regulatory Exam (RE5) certification
Product-Specific Training & Class of Business (Commercial & Personal Lines)
Continuous Professional Development (CPD) compliance

Experience:
Minimum 8 years in the insurance industry
At least 5 years dealing with commercial, transport, and personal lines clients
Core Competencies & Skills:
Strong sales and business development abilities
Excellent communication and client engagement skills
High-level administrative and record-keeping proficiency
Strong analytical and decision-making capabilities
Advanced Microsoft Office skills (Word & Excel)
In-depth knowledge of insurance products, providers, and industry regulations

This role is ideal for a results-driven individual with a passion for sales, client service, and insurance solutions. If you thrive in a fast-paced, client-focused environment and have a solid track record in commercial insurance sales, we’d love to hear from you!