At HIROC an Account Executive’s primary responsibility is for client (Subscriber) service and retention, promotion of HIROC resources to both existing and potential Subscribers, underwriting and policy?file maintenance. Our Subscribers are primarily based in Manitoba and Saskatchewan.
REPORTING TO: Acting Manager, Western Region
STATUS: Full Time
University or College Education Has met the requirements for a Level 2 license in Manitoba and can be licensed in Western Provinces and Territories Insurance designation such as CAIB or CIP would be an asset Risk Management Designation such as CRM would be an asset
Minimum of 3 years in a Client facing role with a focus on Commercial Liability, Professional Liability and Property Insurance. Experience with Policy systems, invoicing and maintenance of electronic files is required.
SKILLS AND ATTRIBUTES REQUIRED:
Customer service oriented with superior knowledge of General Insurance
Ability to maintain a high level of accuracy and confidentiality
Highly developed presentation skills
Ability to work independently as well as in a team
Exceptional time management and organizational skills
Outstanding verbal and written communication skills
Advanced computer proficiency with special emphasis on the Microsoft Office suite of tools
Self motivating, enjoys challenges and problem solving
Experience in a supervisory and training role would be an asset
DUTIES AND RESPONSIBILITIES:
Respond to a wide range of queries from Subscribers with a particular focus on Liability insurance including medical malpractice, directors and officers, environmental and General Liability as well as Property, boiler & machinery. Analyze and advise on compliance with insurance and indemnity clauses in various contracts and agreements and when advisable, make recommendations for changes.
Assist Insurance Operations and Brokerage Department with renewal and midterm processes as required, including collection of underwriting information and review/follow up.
Conduct and coordinate Subscriber meetings and presentations at various levels in the Subscriber’s organization.
Coordinate Subscriber service and activity when required with other departments and staff.
Occasionally meet with vendors such as Regional Adjusters on specific claims and Insurance Representatives for onsite presentations.
Look and follow up actively on opportunities to contact prospective new Subscribers and develop business opportunities with existing Subscribers.Review and assess new applications before submitting to underwriters and upon receiving terms.Gather and provide additional information as required by Underwriters.
Develop and present a New Business Proposal or respond to an RFP.
Accountable for Subscriber file maintenance, keeping up to date records and complete utilization of diary system.
Policy system maintenance and document issuance including amalgamations, surveys, new Subscribers, endorsements, third party certificates, coverage, premium and account summaries, invoicing etc…
Production of various correspondence, documents, reports, custom presentations, loss runs, account summaries, and account reconciliations as required (internal and external).
Maintain environmental awareness of Subscriber issues and concerns, monitor trends and communicate with colleagues for ongoing awareness of Subscriber needs.
Assist in the development and training of staff as requested.
Work with internal resources to develop or refine processes and reports that will promote efficiency and Subscriber service.
Participate in corporate projects and initiatives as requested and Department meetings, corporate training, performance review process and objective setting
Participate at key conferences as required.
HOURS OF WORK: Monday to Friday 8:30 am to 4:30 pm
May be required to attend off hours functions/meetings
WORKING CONDITIONS: Normal working conditions in an office setting. Some overnight travel is required mostly in Manitoba and Saskatchewan to service Subscribers. Travel to Head Office may be required for training period and up to four times a year.
In order be considered for this position; please include a current résumé or detailed qualifications summary with your application. Only those selected for an interview will be contacted.