Insurance Technology Sales Executive

CanadaRemoteFull-timemid

SalesAccount Executive

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Quick Summary

Overview

This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for an Insurance Technology Sales Executive based in Canada.

Technical Tools

SalesAccount Executive

As an Insurance Technology Sales Executive, you will drive business growth by introducing innovative software solutions to brokers, insurers, and Managing General Agents (MGAs) across Canada. You will take a consultative approach to sales, identifying customer needs and demonstrating how technology can improve insurance operations and business performance. The role covers the full sales cycle, from prospecting and qualification to presentations, negotiations, and closing new business. You will collaborate with senior stakeholders and cross-functional teams to develop opportunities, refine sales strategies, and deliver compelling customer value propositions. Regular engagement with industry professionals, conferences, and customer events will help you build a strong market presence. Supported by structured training, coaching, and mentoring, you will have the opportunity to make a visible contribution to a growing insurance technology business.

Develop an in-depth understanding of the software platform and its capabilities to deliver engaging, tailored demonstrations to prospective customers.
Identify, qualify, and develop new business opportunities across the Canadian insurance market.
Build and maintain strong relationships with insurance brokers, insurers, and MGAs.
Manage the complete sales lifecycle, from initial prospecting and customer engagement through opportunity development, contract negotiation, and closing.
Deliver effective online and in-person presentations and software demonstrations to prospective clients.
Understand customer business challenges and explain how technology solutions can improve workflows and operational outcomes.
Maintain accurate prospect records, sales activities, and pipeline information within the CRM system.
Collaborate with executive, implementation, and development teams to address prospect requirements and support sales opportunities.
Contribute to sales strategy development, market expansion initiatives, and the refinement of customer messaging, sales materials, and value propositions.
Manage competing priorities across prospecting, demonstrations, follow-ups, and ongoing customer engagement.
Represent the business at industry conferences, trade shows, and customer events throughout Canada.
Support customers during the initial stages of implementation, helping ensure a smooth transition to delivery and account management teams.
Participate in customer meetings, industry networking, and professional development activities to strengthen market knowledge and commercial relationships.

Requirements

~1 min read

Proven success in a sales, business development, or client-facing role within the insurance industry.
Experience in commercial insurance broking, insurance software, insurance technology, or a related insurance environment.
Strong understanding of insurance operations, broker processes, and industry workflows.
Excellent communication, presentation, negotiation, and relationship-building skills.
Confidence engaging with decision-makers and senior stakeholders.
Genuine interest in technology and software solutions, with the ability to understand complex systems and communicate their value clearly.
Strong organizational and time-management skills, including the ability to manage multiple sales opportunities simultaneously.
Proactive, self-motivated, commercially focused, and comfortable working toward business development objectives.
Willingness and ability to travel regularly throughout Canada, with occasional international travel.

The following qualifications and experience are considered highly desirable:

Experience as an insurance Producer, Commercial Account Executive, or Business Development professional.
Previous experience working for an insurance software or technology provider.
Familiarity with broker management systems (BMS), such as Applied Epic, SIG XP, Rival, Power Broker, Acturis, or comparable platforms.
Experience delivering software demonstrations to prospective customers.
Bachelor's degree in Business, Commerce, or a related discipline.