Associate Account Executive

Associate Account Executive, Employee Benefits

Join to apply for the Associate Account Executive, Employee Benefits role at Axis Insurance.

CA $95,000.00/yr – CA$/yr

• Taking full ownership of renewal book, cultivating strong working relationships with clients and working to maximize the ongoing retention of business
• Submitting “Requests for Proposal” to insurers; reviewing proposals for accuracy; negotiating the final terms; finalizing proposals; and presenting options and recommendations to prospective clients
• Managing the implementation process for new clients
• Negotiating, preparing, and presenting annual renewal offerings
• Providing quarterly plan performance updates
• Preparing and presenting plan options and recommendations to existing clients
• Marketing client’s programs when strategically appropriate
• Hosting employee education sessions to explain the benefits platform
• Preparing plan member memos and support materials
• Working with Employee Benefits Service Specialist to facilitate day‑to‑day administration
• Developing marketing initiatives for new business
• Assisting members to source individual coverages when coming off group platforms
• Assisting Director, Employee Benefits to develop and secure new business opportunities, involving but not limited to:
• Initiating communication with the prospect and Axis team members as required after the Director has made initial contact
• Referencing industry benchmark data to help develop appropriate coverage solutions
• Determining best insurers for coverage and liaising with insurers (national, US, & international)
• Cultivating a trusted and collaborative working relationship with the prospective client
• Preparing and presenting proposals for prospective clients, or forwarding to Director to review and present
• Collaborating with Director on annual business plan and strategic initiatives to grow the block of business
• Assisting plan members with claims submission, ensuring timely and accurate claim payments
• Coordinating with insurers regarding plan amendments, billings, and member enrollments

• 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

• Providing exceptional service – YOU understand that your clients are both internal & external, and you add value by ensuring they have everything they need – even when they don’t know they need it!
• Staying calm in the storm – even in a pressure cooker, YOU keep your cool, knowing you’ve got this!
• Staying on top of priorities & managing expectations – 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!
• Getting stuff done – YOU proactively seek out ways to show how helpful you are!

• Minimum 6 years Employee Benefits insurance experience, with 3+ years of client management
• Knowledge of international benefits planning an asset
• LLQP/Life License, to be completed within 6 months of employment
• Post Secondary degree or diploma

• Excellent organizational and time management skills
• Intermediate to advanced computer skills, including MS Excel, Word, and Power Point
• Aptitude for figures

• Fun! From team‑building events to contests and giveaways, we believe 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. Axis has customized medical, dental, long‑term disability, AD&D, critical illness, life insurance, and EAP coverage for you & your family.
• Work/Life Balance. Our offices operate 8:30 am – 5:00 pm, 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!

The 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.

Mid‑Senior level

Full‑time

Sales and Customer Service

Insurance

Referrals increase your chances of interviewing at Axis Insurance by 2x