Commercial Insurance Account Executive

Job summary

Manage and grow a portfolio of commercial insurance clients by providing tailored coverage advice, managing renewals, and identifying cross-selling, upselling, and referral opportunities. Prepare quotes and submissions, support onboarding and policy servicing, assist clients with claims, and maintain accurate records while meeting regulatory and service standards.

Job details

Job description: Commercial Insurance Account Executive About Tabone Insurance Brokers Inc. At Tabone Insurance Brokers Inc., we are committed to providing exceptional insurance solutions, expert advice, and personalized service. As a trusted insurance partner, we empower businesses to protect what matters most while building long-term relationships founded on professionalism, integrity, and results. About the Role We are seeking a motivated and client-focused Commercial Account Executive to join our growing team. This is a relationship-driven role focused on retaining, growing, and developing a commercial insurance portfolio. As a trusted advisor to business clients, you will identify coverage needs, deliver tailored insurance solutions, and uncover opportunities to expand accounts through cross-selling and upselling. The ideal candidate is a sales-minded insurance professional who excels at building strong client relationships, driving organic growth, and providing exceptional service throughout the client lifecycle. Key Responsibilities Manage and grow an assigned portfolio of commercial insurance clients. Develop strong client relationships through proactive communication and ongoing account management. Conduct coverage reviews and identify opportunities to enhance clients’ insurance programs. Generate new revenue through cross-selling, upselling, and referral opportunities. Present renewal strategies and coverage recommendations to clients. Prepare and deliver quotations, proposals, and insurance solutions tailored to client needs. Remarket accounts as required to ensure competitive terms and coverage. Respond promptly to client and insurer inquiries while maintaining a high level of service. Prepare submissions for new business and renewal opportunities. Quote and onboard new commercial clients, completing applications and required documentation. Issue binders, certificates, and confirmations of coverage as required. Assist clients with policy changes, endorsements, billing inquiries, and financing arrangements. Support clients through the claims process, acting as an advocate and trusted resource. Maintain accurate client records and documentation. Stay informed on insurance products, market trends, carrier offerings, and industry developments. Collaborate with internal team members to deliver outstanding client experiences. Ensure compliance with brokerage procedures, regulatory requirements, and service standards. Qualifications Valid RIBO Licence required. CAIB or CIP designation (or equivalent) completed or actively pursuing. Proven ability to build and maintain strong client relationships. Strong sales aptitude with experience identifying growth opportunities within existing accounts. Excellent communication, presentation, and negotiation skills. Highly organized with the ability to manage competing priorities effectively. Customer-focused mindset with a passion for delivering value and solutions. Ability to thrive in a fast-paced, results-oriented environment. Professional demeanor and commitment to service excellence. Proficiency with Microsoft Office (Word, Outlook) and brokerage management systems. What Success Looks Like High client retention and satisfaction levels. High Commission Consistent growth through account rounding and cross-selling initiatives. Strong relationships with clients and insurance carrier partners. Effective management of renewals and new business opportunities. Trusted advisor status with clients, resulting in referrals and long-term partnerships. Why Join Tabone Insurance Brokers Inc.? At Tabone Insurance Brokers Inc., you'll join a collaborative team that values client relationships, professional development, and business growth. This is an excellent opportunity for a driven insurance professional looking to combine service excellence with a sales-focused approach to build a rewarding and successful career.

What you’ll do

Manage and grow a portfolio of commercial insurance clients by providing tailored coverage advice, managing renewals, and identifying cross-selling, upselling, and referral opportunities. Prepare quotes and submissions, support onboarding and policy servicing, assist clients with claims, and maintain accurate records while meeting regulatory and service standards.

Requirements

A valid RIBO licence is required, along with a CAIB or CIP designation completed or actively in progress. The role calls for strong client relationship and sales abilities, excellent communication and negotiation skills, effective organization, customer-focused service, and proficiency with Microsoft Office and brokerage management systems.

Listed skills

• Sales · Preferred
• Negotiation · Preferred
• Communication · Preferred
• Microsoft Office · Preferred
• Upselling · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Commercial Insurance Account Management
• Client Relationship Management
• Sales
• Cross-Selling
• Upselling
• Coverage Reviews
• Renewal Strategy
• Insurance Quoting
• Proposal Preparation
• Account Remarketing
• New Business Development
• Claims Support
• Negotiation
• Communication
• Microsoft Office
• Brokerage Management Systems

Job areas

• Sales
• Customer Service & Support
• Finance & Accounting