Account Executive, PL - Private Client

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.

As an Account Executive, Private Client, a typical day might include:

• 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 current 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

• 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

• 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!

• 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

• 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 .