Account Executive - Private Client

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

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

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!

Qualifications

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

CAIB, CIP, CRM or other insurance designations considered an asset

Post Secondary Degree considered an asset

Experience using EPIC broker management system an asset

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.

Equal Opportunity Statement Axis Insurance Managers Inc. is committed to fostering a culture of mutual respect and inclusion, recognizing that our success is enhanced by diversity. We seek to recruit, develop, and retain top talent from a diverse candidate pool.

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