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First seen by our source: 5 hours ago

Experienced Account Executive

@ Peake & Richmond Ltd. - Insurance Specialists

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West Vancouver, British Columbia

Full-time
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Overview

Peake & Richmond Ltd. - Insurance Specialists is hiring a full-time, on-site Experienced Account Executive in West Vancouver, BC, to manage and grow a portfolio of personal and/or commercial insurance clients. The work covers coverage advice, quotes, renewals, endorsements, claims support and cross-selling. Several years of insurance account, broker or sales experience are expected, along with a Level 2 General Insurance License, CAIB or CIP or willingness to obtain one.

Responsibilities:

  • Advise clients on personal and/or commercial coverage options
  • Prepare quotes and process renewals, endorsements and policy changes
  • Respond to client inquiries and support claims reporting
  • Identify cross-selling and up-selling opportunities
  • Maintain documentation in the agency management system

Requirements summary:

  • Several years of insurance account executive, account manager or broker experience
  • Level 2 General Insurance License, CAIB or CIP, or willingness to obtain
  • Strong client service and relationship management skills
  • Insurance technical knowledge of personal and/or commercial lines
  • Sales and business development experience
  • Proficiency with insurance management systems

Tools & skills

Agency management system
Source and dates

Source type not verified · apify-linkedin

Employer posting date
Not provided
First seen by our source
2026-11-14
Source record updated
2026-11-14

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityMid level
DepartmentSales
Hours per week40 (estimated)
Travelair: none · ground: none
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesEnglish
Licences & certificationsLevel 2 General Insurance License, CAIB, CIP

Summary and details written by AI from the posting; the employer’s posting is the authority.

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Peake & Richmond Ltd. - Insurance Specialists

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Job description
Company Description Peake & Richmond Ltd. – Insurance Specialists has been serving the North Shore community for over 60 years, offering comprehensive insurance solutions backed by some of the largest and most secure markets available. The firm is dedicated to delivering attentive, high-quality customer service and building long-term relationships with clients. Its mission is to provide clients with confidence that their most valued assets are protected by the best possible coverage. Clients are supported by experienced, knowledgeable insurance professionals who focus on tailored advice and reliable protection.
Role Description The Experienced Account Executive is a full-time, on-site role based in West Vancouver, BC, responsible for managing and growing a portfolio of personal and/or commercial insurance clients. Day-to-day, the role includes advising clients on coverage options, preparing quotes, processing renewals and endorsements, and handling policy changes promptly and accurately. The Account Executive will respond to client inquiries, support claims reporting and follow-up, and collaborate with underwriters and insurers to secure suitable terms and pricing. The role also involves identifying opportunities for cross-selling and up-selling, maintaining detailed documentation in the agency management system, and contributing to continuous improvement in client service standards.
Qualifications
  • Strong client service and relationship management skills, including active listening, clear communication, and a solutions-focused approach.
  • Sales and business development capabilities, with experience in prospecting, cross-selling, and maintaining a profitable book of business.
  • Insurance technical knowledge, such as familiarity with personal and/or commercial lines products, policy wording, underwriting practices, and claims processes.
  • Administrative and organizational skills, including accuracy in documentation, proficiency with insurance management systems, and effective time management.
  • Professional communication skills, both written and verbal, with the ability to explain coverage in accessible terms and negotiate with markets when needed.
  • Relevant licensing or designation (e.g., Level 2 General Insurance License, CAIB or CIP) or eligibility/willingness to obtain required credentials.
  • Several years of experience in an insurance account executive, account manager, or broker role, preferably within a brokerage environment.
  • Demonstrated ability to work collaboratively with colleagues while taking initiative and ownership of client outcomes.
  • Comfort working on-site in West Vancouver, BC, and engaging with local clients and community stakeholders.

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