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Independent Business Account Executive

Coastline: Client Broker

Join a Broker with a youthful attitude to build your career

Independent Business Account Executive


This new Independent Business Account Executive job is an excellent career opportunity in Commercial Insurance. Here is a perfect time for a current commercial account manager or client service advisor to step up to more responsibility and new challenges.

The job is a hybrid combination of new client development and current client retention through renewals and excellent customer service.


work at this Insurance Broker and love your job


This Brokerage has a youthful attitude and believes it’s possible to both have fun and be client focused at work. You join a work culture that encourages your success and growth in the Insurance Industry.

Ready to step up to a better job and bigger challenges?



Independent Business Account Executive

Primary Role:

  • Work to retain clients during renewals and develop new client opportunities
  • Review potential clients coverages and work to show improvement on their risk management
  • Prepare written proposals, respond to requests for information from both Clients and Insurers
  • Attend Client meetings when needed
  • Respond to client questions by email, telephone and letter.
  • Prepare insurance quotes and place and manage coverages
  • Work with processing team to complete certificates of insurance on time
  • Manage the internal control of client data coverages to Insurers
  • Develop opportunities to cross sell all lines of business and refer to appropriate departments
  • Work to maintain current accounts receivables and process payments
  • Handle abeyance and expiration files


Skills and Qualifications:

  1. General Insurance License Level 2 in British Columbia
  2. Three or more years general Commercial Insurance experience
  3. Possess excellent customer service skills with a sales development focus
  4. Well Developed MS Office skills including Excel, Outlook etc
  5. TAM experience helpful
  6. Must be a team player and a good communicator
  7. Positive thinker who enjoys learning and sharing new skills
  8. Work in a positive well-organized and time conscious style
  9. Be a positive role model and willing to assist other staff members



Grab this new Independent Business Account Executive opportunity by taking advantage of the hybrid role that combines your current account manager experience and offers bigger challenges.

To apply or ask for more information please contact Freyja White at Coastline Insurance Personnel and/or email your resume to or use the easy apply link below.

This is a salaried role that offers extended medical and dental benefits, life, etc plus bonuses and opportunities for equity. Work Monday to Friday in the heart of the downtown Vancouver business community with an easy transit or biking location. 

It’s time for you to thrive as an Independent Business Account Executive – apply today! 


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Posted on 29th December in .