As a Commercial LinesAccount Executive at Schill Insurance, you are responsible for growing andprotecting a portfolio of commercial clients. You build strong relationships,lead strategic conversations, and apply technical expertise and judgement toassess risk and structure coverage effectively. You are a trusted advisor toclients and a key contributor to Schill’s long‑term growth.
Responsibilities
Business Growth & New Business Development
- Accountable for retention, growth,and overall client experience of current book.
- Balance new business activity withlong-term portfolio quality, fit, and sustainability.
- Drive new business throughreferrals, centers of influence, networking, and proactive prospecting.
- Lead client and prospect meetingsfocused on understanding operations, uncovering risk, and positioning Schill asa trusted advisor.
- Build and maintain a visiblepresence in the community to attract new opportunities.
- Maintain an active pipeline andfollow through consistently on sales activity and opportunities.
- Provide regular updates on salesactivity, market wins and losses, and emerging opportunities.
Client Relationship Management
- Act as the primary relationshipcontact for commercial clients, balancing advisory credibility with commercialoutcomes.
- Lead renewal conversations with afocus on changes in operations, market conditions, and long-term clientoutcomes.
- Assess client operations, riskexposures, and coverage needs, and provide clear, practical recommendations.
- Ensure coverage is structuredthoughtfully, with no unintended gaps, and aligned to client risk tolerance andbusiness goals.
- Communicate proactively withclients throughout the policy lifecycle, including renewals, endorsements, and changes in exposure.
Account Management & PolicyExecution
- Manage new business, renewals,endorsements, and cancellations in accordance with Schill and insurerguidelines.
- Review and interpret policywording to confirm accuracy, intent, and appropriateness of coverage.
- Support remarketing decisionswhere needed to protect retention and ensure long‑term account health.
- Maintain complete, accurate, andtimely client records in Epic, including documentation of conversations anddecisions.
- Produce professional, clearwritten correspondence that reflects Schill’s standards and brand.
Professional Practice & Development
- Collaborate effectively withinternal teams and external partners to deliver a consistent, high-qualityclient experience.
- Maintain strong workingrelationships with insurer partners, underwriters, and industry bodies.
- Stay informed on marketconditions, insurer appetites, and emerging industry trends.
- Continuously build technicalknowledge of commercial coverages, products, and risk exposures.
- Conduct yourself in a manner thatreflects Schill Insurance’s values, professionalism, and reputation.
Success Factors
How You Show Up
- Confident, outward-facing presencewith comfort initiating conversations and building new relationships
- Commercial curiosity and drive touncover opportunities, not just respond to requests
- Clear, persuasive communicationthat connects client needs to value and solutions
- Ownership for personal results,pipeline activity, and follow-through
- Balanced persistence that respectsclient trust, long-term relationships, and sound judgment
- A collaborative approach withaccount managers and associates, recognizing shared accountability for clientsuccess and growth
What You Know
- Level 2 general insurance license
- Strong working knowledge ofcommercial insurance coverages, products, and common risk exposures
- Solid understanding of insurerrequirements and underwriting principles
- Familiarity with current marketconditions, trends, and industry issues
- Proficiency with Epic or similarbroker management systems
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Commercial Lines Account Executive in Port Alberni employer: Schill Insurance Brokers Ltd
At Schill Insurance, we pride ourselves on being a family-operated business that prioritizes people and fosters a culture of curiosity, collaboration, and continuous growth. As the Vice President of Commercial Lines Operations, you will benefit from a competitive salary, comprehensive benefits, and ample opportunities for professional development in a supportive, team-oriented environment. With a focus on work-life balance and employee wellness, including three weeks of vacation and additional paid days off, Schill Insurance is an excellent employer for those seeking meaningful and rewarding careers in the commercial insurance sector.
Contact Details:
Schill Insurance Brokers Ltd Recruitment Team
