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 & 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.
We're excited to meet YOU!
