Careers at CMB
Mango - PL Account Executive
Description
Mango Insurance is one of the fastest-growing insurance brokers in Canada consistently for the past three years. Currently operating in Alberta and Ontario, we will be opening offices in Manitoba and Texas before the end of 2026. Mango Insurance works with leading insurance companies and, unlike brokers who have access to few insurers, this ensures that the customers get the best coverage and price for risk transfers to insurers. Our team of experienced risk consultants designs a balanced portfolio that includes risk mitigation and risk retention strategies.
As a Personal Lines Sales Executive, you will help our company succeed and grow by selling all Personal Lines products to Homeowner clients and potential clients. You are responsible for ensuring that all our clients have the best coverage at the best price and for helping anticipate their future insurance needs. The Personal Lines Sales Executive will be responsible for growing a portfolio of personal insurance clients. Day-to-day tasks include providing tailored insurance solutions, educating clients on product offerings, quoting policies, negotiating with insurance carriers, and maintaining long-term client relationships. The role also involves cross-selling additional services and ensuring client satisfaction.
Sales
- Grow a Book of Business specific to the Homeowners Personal Lines Insurance Department – Including Auto of Homeowners
- Cross-sell or up-sell other products and services the brokerage offers to new and existing clients
- Adhere to, meet, and exceed performance metrics identified by the brokerage
Process
- Maintain positive and proactive relationships with all stakeholders in the process
- Follow all Mango procedures, forms, checklists and workbooks as outlined in the Mango Process, including pre-renewal activities, customer updates, coverage review checklists, marketing and renewal presentations, completed on time as per company policy.
- Build marketing relationships with Mango designated underwriters, maintaining positive and proactive relationships with underwriting, always putting the client’s needs first.