Account Executive-Construction, Contractors & Real Estate

Axis Insurance; Calgary; On-site; CAD 75,000 - 125,000; Full time

Job summary

A well-established insurance firm in Calgary is seeking an experienced Account Executive to manage a portfolio in construction and real estate. You will develop client relationships, meet revenue targets, and ensure all coverage needs are met. The ideal candidate has a minimum of 6 years of commercial insurance experience and holds the necessary licenses. This full-time role offers competitive benefits and opportunities for career growth.

Benefits

Competitive Employee Benefits Plan

Flexible hours and vacation time

Career potential and leadership opportunities

Qualifications

• Minimum 6 years’ commercial insurance experience required.
• General Insurance Agent Level 2 license required or equivalent.
• CAIB, CIP, CRM or other insurance designations considered an asset.

Responsibilities

• Manage insurance book and ensure clients are covered.
• Develop marketing strategies to grow the business.
• Conduct regular client reviews and identify new prospects.
• Maintain relationships with clients and insurers.

Skills

Commercial insurance experience

Relationship building

Attention to detail

Time management

Customer experience delivery

Education

Post Secondary Degree

Tools

EPIC broker management system

Job description

Overview

Account Executive-Construction, Contractors & Real Estate at Axis Insurance.

This range is provided by Axis Insurance. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range: CA$75,000.00 / yr - CA$125,000.00 / yr. We are hiring for this role in Alberta and British Columbia.

Responsibilities

• 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 the 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 & ensure 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 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 reports activities in the broker management system

What you’re passionate about

• Providing friendly, professional service
• Making a positive difference to those around you
• Sharing ideas and working with a proactive, innovative team
• Learning, growing, and pushing past barriers
• Living with integrity
• Taking ownership of your work and actions

Your strengths

• Building relationships with clients, underwriters, and colleagues — you are a people person
• Staying on top of priorities and deadlines
• Attention to detail and accuracy in work
• Time management under pressure
• Proactive follow-up and execution
• Delivering an exceptional customer experience

Must haves

• Minimum 6 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 an asset

Nice to have / Additional

• 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

What’s in it for you?

• Fun team activities, contests, giveaways, and social events to build connections
• Career potential and leadership opportunities with training and mentoring
• Competitive Employee Benefits Plan including medical, dental, long-term disability, AD&D, critical illness, EAP, and life insurance
• Work-life balance with flexible hours and vacation time

EEO / Diversity

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.

Location: Calgary, Alberta, Canada (and other western provinces as applicable). Employment type: Full-time. Job function: Sales, Business Development, and Customer Service. Industry: Insurance.