At a Glance
- Tasks: Manage warm inbound leads and help businesses find the best insurance coverage.
- Company: Join Boardwalk Insurance, a dynamic team focused on growth and innovation.
- Benefits: Competitive salary, uncapped performance incentives, and AI tools to streamline your work.
- Other info: Enjoy a supportive environment with opportunities for career advancement.
- Why this job: Make an impact in the insurance industry while developing your sales skills.
- Qualifications: Bachelor's degree and 1-3 years in B2B sales or account management.
The predicted salary is between 51750 - 63250 $ per year.
Location: Woodbridge, Ontario
Job type: Full-Time
Pay: Base salary + uncapped performance incentives
What you’ll do
- Work a steady pipeline of 60 to 100 warm inbound leads a month from our own lead generation platform.
- Respond to new inquiries quickly so good leads don't go cold.
- Keep your pipeline tidy and sorted by stage, risk type, and expected close date.
- Run discovery calls using our scripts and risk frameworks to learn what each business needs.
- Check each opportunity against carrier appetite guides so you spend time on accounts that can be placed.
- Collect the details underwriters need, such as revenue, operations, and claims history.
- Work with carrier underwriters on terms across General Liability, Property, Professional Liability (E&O), Cyber, and Commercial Auto.
- Choose the best carrier for each client based on their risk, price, and quality of coverage.
- Use our submission tool to build one clean risk package and send it to several carriers at once.
- Keep the CRM up to date with account details, quote stages, premiums, and policy documents.
- Let our AI assistants transcribe calls, draft follow-up emails, read loss runs, and summarize quotes.
- Walk business owners through their quotes and explain the differences, exclusions, and extras.
- Answer objections, finalize the policy structure, and get the commitment to bind.
- Bind coverage, collect the first payment, complete carrier paperwork, and hand the client to our Small Business Service Team for ongoing service and renewals.
What you’ll bring
- A bachelor's degree in Business, Finance, Risk Management, Economics, or a related field.
- 1 to 3 years of experience in B2B sales, account management, insurance operations, or another high-volume customer role.
- Comfort with CRMs, new software, and AI tools, and the ability to learn our own platforms quickly.
- Strong writing and speaking skills, with a confident, professional presence on the phone and on video.
What we offer
- A competitive base salary plus uncapped performance incentives.
- Warm inbound leads, so your day goes to selling instead of cold calling.
- AI tools that take care of the admin work for you.
- A focus on new business, with a separate team handling service and renewals.
Boardwalk Insurance is an equal opportunity employer. If you need any accommodations during the hiring process, just let us know and we’ll be happy to help.
Commercial Account Associate in Vaughan employer: Boardwalk Insurance Corporation
At Boardwalk Insurance, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters growth and innovation. Located in Woodbridge, Ontario, our team enjoys a competitive base salary with uncapped performance incentives, access to warm inbound leads, and cutting-edge AI tools that streamline administrative tasks, allowing you to focus on what truly matters—building relationships and closing deals. We are committed to your professional development and provide ample opportunities for advancement within our supportive environment.
Contact Details:
Boardwalk Insurance Corporation Recruitment Team
