General Insurance Agent Level 2 license through the Insurance Council of Alberta; ability to obtain licenses in other provinces
CAIB, CIP, CRM or other insurance designations are an asset
Post Secondary Degree is considered an asset
Familiarity with EPIC broker management system is an asset
Experience in D&O, cyber, and other specialty lines preferred.
Responsibilities
Develop and implement marketing strategies to expand the commercial insurance book of business
Manage an insurance book of business, ensuring adequate client coverage and promoting cross-selling opportunities
Sell brokerage services to meet revenue and activity goals
Conduct regular client review meetings to identify service and prospecting opportunities
Maintain strong relationships with insurers for favorable pricing and claims handling
Attend industry functions and events to foster networking and business development
Prepare and present annual business plans with sales goals and growth strategies.
Benefits
Team-building activities and social events to foster a fun workplace
Career potential with training and mentoring for advancement
Competitive employee benefits plan including medical, dental, and life insurance
Work/life balance with standard hours and flexible working options
Full Job Description
As a Vice President of the Energy team, a typical day might include:
Developing and implementing a marketing strategy to grow the commercial insurance book of business, developing new business opportunities
Managing an insurance book of business, 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 reach mutually agreed 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
Developing and maintaining relationships with Insurers to ensure clients receive favourable pricing and claims handling and to potentially develop new products
Keeping abreast of changes within the industry, attending seminars, reviewing industry publications, and liaising with others (underwriters, adjusters, etc.) within the industry
Attending client, insurer, and industry functions to build networks and identify new business streams
Referring business opportunities outside specialty area to other Vice Presidents
Coaching and mentoring support staff, on an on-going basis
Preparing and presenting annual business plans with projected sales goals, strategies, obstacles, and areas for growth
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:
General Insurance Agent Level 2 license through the Insurance Council of Alberta, with the ability to obtain license in other provinces
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.
