About the role
A large insurance company in Kelowna is hiring for this role. You will manage existing client accounts and develop new business within Private Client Solutions, working to meet sales, retention, execution and profitability targets. You will also build strong relationships with both clients and underwriters.
What you'll do
- Manage existing client accounts and keep them on track against retention targets
- Develop new business and meet sales and profitability goals
- Build and maintain relationships with clients and underwriters
- Maintain sales records and reports in EPIC
- Support proposals, documentation and team operations
What you bring
- Experience managing client accounts and winning new business
- The ability to work to sales, retention, execution and profitability targets
- Skill at building relationships with clients and underwriters
- Comfort keeping accurate records and reports in EPIC
- An organized approach to proposals and documentation
Details
- Location: Kelowna, British Columbia
- Type: Full-time
Apply below and a Traverse recruiter will be in touch.