The Private Client Solutions Account Executive will leverage in-depth knowledge of insurance sales, services, and diverse product lines to deliver exceptional client experiences. With a natural curiosity, problem-solving skills, and a passion for client satisfaction, the Account Executive will excel in building and maintaining relationships, thriving both independently and as part of a team, utilizing outstanding communication skills to effectively connect with clients and colleagues.

This is a hybrid role with the flexibility to work in-office or in-branch based on the needs of the role and/or as required be management.

• 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.

Additional duties and responsibilities may be added during the course of employment.

• Level 2 BC Insurance license is preferred.
• 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.

Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.

The base salary or wage range for this role is $60K to $85K per year. At Waypoint, compensation is determined by a combination of factors including a candidate’s experience, job-specific knowledge, and skills. Internal equity to ensure fairness across the organization and region/location is also considered.