Axis Insurance Managers Inc

Role Description 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 & ensuring 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 working accounts receivable lists. - Handling files and general file maintenance as well as maintaining expiration and abeyance files. - Ensuring all documents are accurate and files are kept in an orderly manner. - Developing proposals and quotes documents and reporting activities in the broker management system. Qualifications - 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. Requirements - 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. 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. The Axis Group has customized medical, dental, long-term disability, AD&D, critical illness, EAP, and life insurance coverage for you & 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.