We are currently looking for an Associate Account Executive to join our team in Innisfail.

Your Impact as an Associate Account Executive


Job Responsibilities:

  • Providing information to customers in response to customer inquiries on products/services and converting a high percentage to new sales opportunities;
  • Matching customer needs to insurance company’s products/services;
  • Meeting established sales and service targets;
  • Generating new business opportunities by recommending products/services where appropriate;
  • Up-selling or cross-selling products/services to existing clients;
  • Updating customer records on computer system;
  • Resolving customer concerns within authority limits;
  • Providing post sales customer service (i.e. policy changes;
  • Reviewing coverage(s) and recommending changes as necessary;
  • Maintaining quality controls, checks work for accuracy;
  • Managing accounts receivable;
  • Processing documents, including customer letters and invoices (as needed or directed)
  • Referring complex/difficult customer inquiries to team leader or supervisor;
  • Maintaining general knowledge and understanding of insurance products distributed by Boreal Group
  • Performing other related duties as required.


Required Experience:

  • Minimum two (2) to three (3) years of continuous experience in a sales / customer service focused roll
  • Ability to establish a rapport, assess and identify cross selling opportunities
  • Excellent interpersonal, communication and presentation skills, both verbally and written;
  • Client focused and proven relationship building skills;
  • Ability to work collaboratively as a key member of a team and independently with minimum supervision;
  • Meticulous attention to detail, refined organizational skills and the ability to multi-task;
  • Proven ability to prioritize competing requirements and deadlines under pressure;
  • Must have strong computer skills and be proficient with the Microsoft Office Package.



  • Post-Secondary degree is not required but would be an asset.
  • Applicants not required to hold a General Insurance Level One (1), but will be required to obtain within 1 month of hire.


We Offer You

A competitive total rewards package including job stability, competitive compensation structure, continuing education & training, and the successful candidate could experience impressive potential for compensation growth through sales initiatives and portfolio growth.


How To Apply:          

Resumes may be submitted by email or in person no later than August 31, 2016 to:


Ty McDonald


            Boreal Insurance Group

            5022 50 Street

            Innisfail, AB     T4G 1S7