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Senior Account Executive - Commercial Property & Casualty Insurance - 19344
Calgary, AB T1X 0L3 CA | Work from home flexibility TELECOMMUTE CA
Job Description
This role is ideal for someone who excels at building long-term client relationships, navigating the intricacies of commercial property and casualty programs, and driving retention and growth through strategic insight and exceptional service.
Key Responsibilities:
Client Leadership & Relationship Management
- Serve as the lead advisor and primary contact for a portfolio of mid-sized to large commercial clients.
- Build trusted relationships by understanding each client’s risk profile, business goals, and industry-specific exposures.
- Lead the development and execution of strategic service plans, ensuring timely delivery and client satisfaction.
- Maintain a high client retention rate through proactive communication, policy stewardship, and renewal planning.
- Analyze client operations, existing insurance programs, and risk exposures to identify coverage needs and improvements.
- Design and negotiate complex insurance solutions with insurers and wholesale markets, including layered or specialty placements when necessary.
- Collaborate with marketing, claims, and risk control teams to provide holistic and value-driven service.
- Identify cross-sell, up-sell, and referral opportunities within the existing book.
- Partner with producers and senior leadership to support new business presentations and onboarding of high-value clients.
- Contribute to the strategic growth of the firm’s commercial practice by deepening relationships and expanding service offerings.
- Guide internal service teams to ensure accuracy, responsiveness, and alignment with client expectations.
- Act as a mentor to junior team members, sharing technical knowledge and best practices.
- Represent clients during key insurer negotiations, claims reviews, or renewal discussions.
- Maintain up-to-date records and documentation in accordance with internal and regulatory standards.
- Stay informed on market trends, underwriting changes, and evolving industry risks.
- Participate in process improvements, training initiatives, and departmental planning efforts.
- 5-10+ years of experience in commercial property and casualty insurance, with increasing responsibility.
- Proven ability to manage complex accounts and navigate nuanced insurance placements.
- Valid Level 2 license (or provincial equivalent); CAIB, CIP, or CRM designation is a strong asset.
- Strong business acumen, negotiation skills, and a client-centric approach to service.
- Effective communicator with the ability to build rapport and credibility with clients, underwriters, and internal teams.
- Proficient in Microsoft Office and brokerage management systems (e.g., Epic, TAM, Power Broker).
- A strategic mindset with an ability to anticipate client needs and recommend innovative solutions.
- Confidence in leading high-stakes conversations and delivering presentations to executives or decision-makers.
- A collaborative spirit combined with a high degree of autonomy and accountability.
- Enthusiasm for contributing to a culture of service excellence and professional growth
- The salary range is negotiable, based on applicant’s education, experience, skills and abilities.
- Comprehensive benefits package
Meet Your Recruiter
Lindie De Gouveia
Senior Recruitment Consultant
Insurance
With over 20 years of experience in insurance, financial services and professional recruitment, Lindie is a trusted talent partner for employers and job seekers, who appreciate her consultative, relationship-first approach. She specializes in the placement of insurance and risk management professionals, combining her industry knowledge, recruitment expertise and business acumen to bring a deep understanding of the needs and challenges of her clients.
Lindie has a proven track record of success in the insurance industry, and now applies this expertise to help clients build and motivate high-performing teams. She led the implementation and strategic growth of a shortfall insurance product, and has extensive experience as a Senior Risk Analyst. She has developed innovative risk management solutions in areas such as medical shortfall insurance, premium finance and alternative risk transfer mechanisms. Her understanding of insurance operations and risk analysis allows her to connect companies with employees who bring both technical qualifications and cultural alignment to their new roles.
Lindie made the move to Canada from South Africa in 2023. She holds a Bachelor of Commerce with majors in Business Management and Industrial Psychology, further enriching her ability to understand the human dynamics involved in recruitment, including personality ‘fit’ in the workplace. Outside of work, she keeps active with her teenager, balancing school, sports and outdoor activities.