Account Executive, PL - Private Client

Axis Insurance Managers Inc•Oakville, ON

10h•CA$80,000 - CA$120,000•Onsite

About The Position

Axis Insurance Managers Inc. is seeking an Account Executive for their Private Client division. This role involves developing and implementing marketing strategies to grow and manage a Personal insurance book of business, maintaining a sales pipeline, and developing new business opportunities. The Account Executive will ensure clients have necessary coverage, handle quoting and binding, and cross-sell/up-sell additional coverage. The position requires selling brokerage services to meet target revenue and activity quotas, conducting regular client review meetings, and maintaining strong relationships with clients and underwriters. Additionally, the role involves developing and maintaining relationships with insurers for favorable pricing and claims handling, attending industry functions to build networks, preparing an annual business plan, and participating in team meetings and networking events.

Requirements

Minimum 5 years’ Personal insurance experience
General Insurance Agent Level 2 license through the Insurance Council of British Columbia or equivalent license in the individual’s province of residence, with the ability to obtain a British Columbia license

Nice To Haves

CAIB, CIP, CRM or other insurance designations considered an asset
Post Secondary Degree considered an asset
Experience using EPIC broker management system an asset

Responsibilities

Developing and implementing a marketing strategy to grow and manage a Personal insurance book of business, maintaining a sales pipeline and developing new business opportunities
Ensuring clients have the necessary coverage in place, quoting and binding coverage, and cross- and up-selling additional coverage where possible
Selling brokerage services to achieve target revenue and activity quotas
Conducting regular review meetings with existing clients to service and identify opportunities for new prospecting activities
Maintaining a highly technical and service-oriented relationship with clients & underwriters
Developing and maintaining relationships with insurers to ensure clients receive favourable pricing and claims handling and to develop new products
Attending client (prospective & existing), 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 plan with projected sales goals, strategies, obstacles, and areas for growth
Attending regular Personal Lines Growth Group meetings
Attending networking events and sources external leads