Account Executive - Energy, Resources & Renewables

Axis Insurance

$70K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 6 years' commercial insurance experience
  • General Insurance Agent Level 2 license through the Insurance Council of Alberta or Ontario or equivalent license
  • CAIB, CIP, CRM or other insurance designations are advantageous
  • Post secondary degree is considered an asset
  • Experience using EPIC broker management system is a plus

Responsibilities

  • Manage an insurance book of business, ensuring adequate client coverage
  • Develop and implement marketing strategies for business growth
  • Conduct regular client meetings to enhance service and prospect for new opportunities
  • Maintain a highly technical and service-oriented client relationship
  • Collaborate with insurers to optimize products, pricing, and claims
  • Attend functions to build networks and identify new business opportunities
  • Prepare annual business plans with sales goals and growth strategies

Benefits

  • Fun team-building activities and social events
  • Career advancement and leadership training
  • Comprehensive employee benefits plan including health and life coverage
  • Work/life balance with no evening or weekend hours and flexible work options
Full Job Description
As an Account Executive (Energy, Resources & Renewables) 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 & ensure 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 works accounts receivable lists. - Handling files and general file maintenance as well as maintains expiration and abeyance files - Ensuring all documents are accurate and files are kept in an orderly manner - Developing proposals and quotes documents and reports activities in the broker management system 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 ... YOU know every deadline and live by your To-Do list! - Paying attention to the little things that make a big difference ... YOU 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 ... even in a pressure cooker, with deadlines looming, YOU keep your cool, knowing you've got this! - Proactively getting stuff done ... YOU follow up and follow through! - Working behind the scenes to ensure an exceptional customer experience ... YOU know that the customer expects excellence ... and so do you! Must haves: - 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 You want a leg up? - 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 What's in it for YOU? - 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 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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