Account Executive

The Accounts Executive at AC Prime Insurance Brokers Inc. is responsible for managing client

relationships, developing new business opportunities, and ensuring the seamless execution of

insurance policies. This role requires strong sales, negotiation, and client management skills to

drive revenue growth and maintain excellent service standards.

Key Responsibilities:

• Client Acquisition & Business Development:

o Identify and acquire new clients to expand the company’s insurance portfolio.

o Develop and implement sales strategies to generate leads and convert them into

business opportunities.

o Conduct market research to identify potential clients and industries needing

insurance solutions.

o Present AC Prime’s insurance offerings to potential clients and partners.

• Client Relationship Management:

o Build and maintain strong relationships with existing clients to ensure customer

satisfaction and retention.

o Regularly assess client needs and provide tailored insurance solutions.

o Address client inquiries, concerns, and policy-related issues in a timely and

professional manner.

o Conduct regular follow-ups and reviews with clients to offer policy renewals and

upselling opportunities.

• Policy Management & Coordination:

o Liaise with underwriters, insurers, and other stakeholders to facilitate the

issuance of insurance policies.

o Ensure timely and accurate processing of policy applications, endorsements, and

renewals.

o Provide clients with clear and complete information on policy terms, conditions,

and exclusions.

o Monitor policy expirations and proactively manage renewals to avoid lapses in

coverage.

• Compliance & Documentation:

o Ensure all transactions comply with regulatory requirements and company

policies.

o Maintain accurate records of client transactions, proposals, and agreements.

o Assist in claims processing by coordinating with insurers and providing necessary

documentation to clients.

• Reporting & Performance Monitoring:

o Prepare sales reports, client updates, and market analysis reports for

management review.

o Track and achieve sales targets and performance metrics set by the company

Job Requirements

Bachelor’s degree in Business, Marketing, Finance, or a related field.

• At least 3-5 years of experience in insurance sales, brokerage, or financial services.

• Strong understanding of insurance products, including life, non-life, and health

insurance.

• Excellent communication, negotiation, and interpersonal skills.

• Ability to work independently and manage multiple client accounts effectively.

• Proficiency in Microsoft Office (Word, Excel, PowerPoint) and CRM software is a plus.

• Must be results-driven, proactive, and customer-oriented.

• Preferably with an Insurance Commission license or willing to undergo licensing