[Hiring] Account Executive @Axis Insurance Managers Inc

Role Description

This role is eligible for remote work.

As an Account Executive, a typical day might include:

• Managing an insurance book of business, ensuring clients have the necessary coverage in place; quoting and binding coverage; and cross- and up-selling coverage where possible.
• Developing and implementing a marketing strategy to grow commercial insurance book of business, developing new business opportunities and meeting established revenue and activity targets.
• Conducting regular review meetings to service existing clients and identify opportunities for new prospecting activities.
• Maintaining a highly technical and service-oriented relationship with clients.
• Developing and maintaining collaborative relationships with Insurers, developing new products & ensuring clients receive favorable pricing and claims handling.
• Attending client, insurer, and industry functions to build networks and identify new business streams.
• Referring business opportunities outside specialty area to other Axis Account Executives.
• Preparing annual business plans with projected sales goals, strategies, obstacles, and areas for growth.
• Processing payments and working accounts receivable lists.
• Handling files and general file maintenance as well as maintaining expiration and abeyance files.
• Ensuring all documents are accurate and files are kept in an orderly manner.
• Developing proposals and quotes documents and reporting activities in the broker management system.

Qualifications

• Minimum 6 years’ commercial insurance experience.
• General Insurance Agent Level 2 license through the Insurance Council of Alberta or Ontario or equivalent license in the individual’s province of residence.
• CAIB, CIP, CRM or other insurance designations considered an asset.
• Post Secondary Degree considered an asset.
• Experience using EPIC broker management system an asset.

Requirements

• CAIB or CIP insurance designation.
• Experience using the Epic broker management system.
• Insurance experience in D&O, cyber, and other specialty lines, rate sheets, including split rating, process of learning/understanding clients’ operations, pre-underwriting process for the practice group’s specialty industry/industries.

Benefits

• Fun! From team-building activities to contests and giveaways, holiday parties to virtual/in-person social events, we believe in building connections, knowing that a happy team makes a happy workplace!
• Career potential & leadership opportunities. We pride ourselves on training and mentoring for success.
• Competitive Employee Benefits Plan. The Axis Group has customized medical, dental, long-term disability, AD&D, critical illness, EAP, and life insurance coverage for you & your family.
• Work/Life Balance. Our offices operate 8:30am – 4:30pm, so no evenings or weekends. And we offer competitive vacation time and flex work options, meaning more time for you to get out and do YOU.