- 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 and 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 managing 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
- Providing friendly, professional service
- Making a positive difference to those around you
- Sharing ideas and working with a 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, underwriters, and colleagues
- Staying on top of priorities and deadlines
- Paying attention to details to ensure accuracy
- Managing time effectively under pressure
- Proactively getting things done and following through
- Working behind the scenes to ensure an exceptional customer experience
- Minimum 5 years' commercial insurance experience
- General Insurance Agent Level 2 license through the Insurance Council of British Columbia or equivalent license in the 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 is an asset
- Experience using the Epic broker management system
- Insurance experience in D&O, cyber, and other specialty lines, rate sheets, including split rating, and pre-underwriting processes for the practice group's specialty industry/industries
- Fun Team-building activities, contests, giveaways, holiday parties, and social events
- Career potential and leadership opportunities, with training and mentoring for success
- Competitive Employee Benefits Plan, including medical, dental, long-term disability, AD&D, critical illness, EAP, and life insurance
- Work/Life Balance with 8:30am - 4:30pm hours, competitive vacation time, and flexible work options
- Mid-Senior level
- Full-time
- Sales and Business Development
- Insurance
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Account Executive, P&FS - Oakville - Axis Insurance
Description
Base pay range
CA$80,000.00/yr - CA$120,000.00/yr
Axis Insurance Managers Inc. dares to be Elite. We strive to be the best in our industry, helping people protect what matters most to them. We innovate. We collaborate. We push ourselves, and one another, to be more than we were the day before. To work with us means approaching each day with a passion for what you do, knowing that you make a difference - to your clients, to your colleagues, to yourself.
We're looking for people who are continuously growing - from Good to Great, from Great to Elite. We're looking for you.
Responsibilities
You are passionate about
You're outstanding at
Must haves
You want a leg up?
What's in it for YOU?
We're excited to meet you
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.
Seniority level
Employment type
Job function
Industries
Oauth note: This description has been refined to remove irrelevant boilerplate and present responsibilities and qualifications clearly. Please review for any remaining content that might not apply to your use case.
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