Client Executive – Professional Services Unit (Job ID: 20240331)

Role Description

As a Client Executive at PRL, a typical day might include the following:

• Managing an existing portfolio of clients, providing high-quality service and advice, including risk identification, review and placement of insurance policies;
• Developing and nurturing key relationships with clients, showing a high level of attention to detail required in solving complex risk issues;
• Developing risk mitigation strategies for each client through insurance solutions;
• Building and maintaining relationships with professional counterparts at client organizations;
• Initiating key strategic tools: (i.e. benchmarking reports; loss history/coverage analysis);
• Developing new business with an active approach in target industry(ies);
• Developing and managing sales funnel in conjunction with annual sales target of the firm;
• Cross selling PRL services;
• Maintaining a fluency in the Company’s various service offerings and market trends to enrich work performed and develop sales capabilities;
• Hosting client and insurer meetings in conjunction with specialist brokers and client service teams;
• Striving to provide market-leading service and solutions for all clients;
• Managing the efficient and timely collection of all receivables;
• Conducting policy reviews (2nd review);
• Coordinating, training and supervising the activities of other team members;
• Communicating with team members’ regarding performance, task accomplishment, and direction;
• Leading and mentoring junior brokers and staff;
• Supporting a team approach to provide our clients with favourable claims management solutions;
• Training new hires with respect to set standard procedures, product knowledge, insurer’s target classes; and
•  Provides assistance to less experienced staff when required.

This job might be right for you if you:

• Has at least 10+ years of insurance brokering or underwriting experience;
• Possess a valid RIBO (Registered Insurance Brokers of Ontario) license;
•  Possesses a CIP or CAIB designation;
•  Thrive on paying attention to details, and work well under the pressure of deadlines and multiple priorities;
• Are focused and motivated to execute your responsibilities in an efficient, accurate, complete and timely manner;
•  Have excellent oral and written communication skills;
•  Are a driven and enthusiastic learner who’s always looking to improve and develop;
•  Enjoy collaborating and working closely with teams; and
•  Are committed to attaining or exceeding client expectations.

If this opportunity is right for you, please submit your resume and cover letter by email to careers@purvesredmond.com and reference the Job ID above in the title. We would like to thank all applicants for their interest but only those selected for an interview will be contacted.

At PRL, we are an equal employment opportunity employer based on job-related skills and experience. If you require any accommodation during the hiring process or upon hire, please inform Human Resources and we will provide suitable accommodation that takes into account the applicant’s accessibility.