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Insurance client executive

5 months ago


Ottawa, United States David Franck Insurance Agency Inc. Full time
Job DescriptionJob Description

Job Summary:

The Insurance Client Executive is a leadership position responsible for the strategic direction, growth, and overall management of an insurance agency. This role involves driving sales performance, ensuring regulatory compliance, fostering a customer-centric culture, and leading a team of insurance professionals. The Insurance Client Executive will play a key role in business development, client relationship management, and community engagement, positioning the agency as a trusted provider of insurance solutions.


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Life Insurance

Career Growth Opportunities

Disability Insurance

Retirement Plan

Parental Leave

Flexible Schedule

Health Insurance

Hands on Training

Evenings Off

Tuition Reimbursement

Dental Insurance

Vision Insurance

Mon-Fri Schedule


Responsibilities

Key Responsibilities:


Strategic Leadership:

Develop and implement the agencys long-term strategic plan.

Set clear goals and objectives aligned with the company's vision and mission.

Monitor industry trends and adjust strategies to maintain competitive advantage.


Sales and Business Development:

Lead and drive the agencys sales efforts to achieve and exceed targets.

Identify and capitalize on new business opportunities in various insurance lines.

Build and maintain strong relationships with key clients and business partners.


Client Relationship Management:

Ensure exceptional customer service standards are maintained.

Conduct regular client meetings and policy reviews to assess and fulfill insurance needs.

Address and resolve escalated client issues promptly and professionally.


Operations Management:

Oversee day-to-day operations, ensuring efficiency and adherence to company policies.

Manage and mentor agency staff, fostering a positive and productive work environment.

Implement and monitor performance metrics, providing feedback and support for improvement.


Compliance and Risk Management:

Ensure the agency complies with all relevant regulations and company policies.

Conduct regular audits and reviews to maintain operational excellence.

Implement risk management strategies to protect clients and the agency.


Marketing and Community Engagement:

Develop and execute marketing strategies to promote the agency and its services.

Engage in community activities and events to enhance the agencys presence and reputation.

Utilize digital marketing tools and social media to reach a broader audience.


Financial Management:

Prepare and manage the agencys budget, ensuring financial targets are met.

Monitor financial performance, including revenue, expenses, and profitability.

Implement cost-effective measures to optimize financial performance.


Training and Development:

Provide ongoing training and development opportunities for staff.

Support staff in obtaining and maintaining necessary insurance licenses.

Foster a culture of continuous learning and professional growth.


Requirements

Qualifications:

Education: Bachelors degree in Business, Finance, Marketing, or a related field is preferred.

Experience: Extensive experience in insurance sales, management, or a related field. Proven leadership experience is essential.

Licensing: Must hold or be willing to obtain relevant state insurance licenses (Property & Casualty, Life & Health).

Skills: Strong leadership, communication, and interpersonal skills. Excellent sales and negotiation abilities. Proficient in business and financial management.

Attributes: Entrepreneurial mindset, self-motivated, and driven to succeed. Ability to build and maintain relationships with clients and the community. Committed to providing high-quality customer service.

Technical Skills: Proficiency with insurance software and CRM systems. Basic understanding of digital marketing and social media platforms.