Account Executive, Private Client Solutions

Waypoint is seeking an Account Executive for their Private Client Solutions team, who will utilize their knowledge of insurance sales and services to enhance client experiences. The role involves building relationships, managing accounts, and collaborating with team members to meet sales targets and improve client outcomes.

Responsibilities

• Collaborate with your team and commercial account executives to implement Waypoint's service and sales strategies
• Take ownership of meeting targets for new business, client retention, execution, and profitability
• Coordinate sales efforts within your team to enhance client outcomes and optimize performance
• Manage a portfolio of existing house accounts, ensuring high levels of service and client satisfaction
• Enter opportunities into EPIC and provide weekly reports on sales efforts and progress
• Build and maintain a strong pipeline by qualifying leads and following up to expand your business portfolio
• Develop and execute an annual Sales Strategy Plan to guide your activities and achieve objectives
• Stay updated with industry trends and peripheral business developments to maintain professional and technical knowledge
• Foster and maintain strong relationships with high-value insurance underwriters through effective correspondence
• Attend industry and broker functions as needed to enhance networking and industry awareness
• Manage accounts receivable, activities, and client responses in accordance with Waypoint's policies and guidelines
• Provide market support to contribute to the overall success of the team
• Contribute to the preparation of client proposals and other documentation as required
• Demonstrate computer proficiency and adaptability to a paperless work environment
• Embrace flexibility and willingness to handle various duties as needed
• Provide technical assistance and support to colleagues with necessary information and resources
• Assist in formatting and preparing client documents, including letters, proposals, and emails
• Organize and store all correspondence and documents in EPIC to ensure accuracy and accessibility
• Prioritize tasks and manage multiple files simultaneously while meeting deadlines consistently

Skills

• Proven ability to build and maintain relationships effectively
• Strong curiosity and understanding of clients' insurance needs
• Ability to work collaboratively within a team as well as independently with self-motivation
• Excellent verbal and written communication skills
• Demonstrated organizational skills with the ability to manage multiple tasks and meet deadlines
• Level 2 BC Insurance license

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