Account Executive, Personal Lines

Job summary

Generate new business revenue by identifying sales opportunities, meeting sales targets, and delivering tailored personal insurance solutions. Guide clients through the binding process, identify upselling and cross-selling opportunities, and uphold service standards while following underwriting requirements.

Job details

Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. We believe that every candidate brings something special to the table, including you! We currently have an existing vacancy within our organization, so, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview As the Personal Lines, Account Executive, reporting to the AVP of Sales, you will be driving new business revenue growth, through the delivery of comprehensive Personal Insurance solutions to Gallagher clientele. Are you a driven sales hunter? Do you feel most at home in a pay-for-performance environment? Do you possess a strong background in Personal Lines Home and Auto Broking? The Personal Lines Account Executive might be a phenomenal next step in your career! Work Environment Hybrid (Agile) – We at Gallagher enjoy the benefits of working remotely while also collaborating and interacting with each other in the office. This position can be based out of Gallagher's office in Markham, Mississauga or Stoney Creek. How You'll Make An Impact Generate new business income, identify upselling and cross-selling opportunities and act as a concierge to our clients throughout the binding process. Achieve sales targets; you will work on planning and prioritizing sales activities (quoting, call), fully utilizing Gallagher lead systems. Deliver clients tailored insurance solutions, while ensuring underwriting frameworks are adhered to. Ensure Gallagher's world-class quality of service standard is always upheld with clients. About You Your success in sales is driven by a client-centric problem solving approach, meaning you consistently deliver solutions that grant clients peace of mind. Strong communication and interpersonal skills enable you to develop deep relationships with clients and build synergy with colleagues quickly. People love working with you, and you with them! Being in a fast-paced, dynamic environment brings out the best in you. You are always able to prioritize effectively which allows you to exceed client expectations every time Highly tech-savvy, with the ability to learn new systems, tools and processes with ease. 2+ years Personal Lines Experience, preferably in a broking environment. Active and in good standing of RIBO license is required. Insurance designations recognized in other Canadian provinces are considered an asset. Knowledge of EPIC considered an asset. Compensation And Benefits At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page. Competitive compensation Comprehensive benefits programs designed to support your well-being Career development opportunities and ongoing learning A collaborative, people-first culture with accessible leadership The opportunity to do meaningful work with global reach and local impact At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles. Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)

What you’ll do

Generate new business revenue by identifying sales opportunities, meeting sales targets, and delivering tailored personal insurance solutions. Guide clients through the binding process, identify upselling and cross-selling opportunities, and uphold service standards while following underwriting requirements.

Requirements

Requires at least two years of Personal Lines experience, preferably in a broking environment, and an active RIBO license in good standing. Strong sales, client service, communication, prioritization, and technology skills are expected; insurance designations from other Canadian provinces and EPIC knowledge are assets.

Benefits

• Comprehensive Benefits Programs
• Career Development Opportunities
• Ongoing Learning

Listed skills

• interpersonal skills · Preferred
• Sales · Preferred
• Communication · Preferred
• Prioritization · Preferred
• Upselling · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Personal Lines Insurance
• Home and Auto Insurance Broking
• New Business Development
• Sales
• Upselling
• Cross-Selling
• Client Relationship Management
• Insurance Quoting
• Insurance Binding
• Underwriting Compliance
• Communication
• Interpersonal Skills
• Prioritization
• Technology Proficiency
• RIBO Licensing
• EPIC

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support

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