Account Executive, PL - Private Client

Axis Insurance Managers Inc•Calgary, AB

28d

About The Position

Axis Insurance Managers Inc. dares to be Elite. We strive to be the best in our industry, helping people protect what matters most to them. We innovate. We collaborate. We push ourselves, and one another, to be more than we were the day before. To work with us means approaching each day with a passion for what you do, knowing that you make a difference – to your clients, to your colleagues, to yourself. We’re looking for people who are continuously growing – from Good to Great, from Great to Elite. We’re looking for YOU. As an Account Executive, Private Client a typical day might include: 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 You are passionate about: Providing friendly, professional service Making a positive difference to those around you Sharing ideas and working with a great team of proactive, innovative thinkers Learning, growing, and pushing past barriers Living with integrity Taking ownership of your work and actions You’re outstanding at: Building relationships – with clients, with underwriters, with colleagues … YOU are a people person! Staying on top of priorities … know every deadline and live by your To-Do list! Paying attention to the little things that make a big difference … dot your I’s, cross your T’s, and check all your boxes to make sure it’s done right the first time! Managing your time … with deadlines looming, keep your cool, knowing you’ve got this! Proactively getting stuff done … follow up and follow through! Working behind the scenes to ensure an exceptional customer experience … knowing that the customer expects excellence … and so do you!

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

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. We offer medical, dental, long-term disability, AD&D, critical illness, EAP, and life insurance coverage for your & 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.

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