Account Executive- Manufacturing (Woodsure)

Axis Insurance; Calgary; On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Fun team events

Career progression opportunities

Competitive benefits

Work-life balance

Job summary

Axis Insurance Managers Inc. is seeking an Account Executive to manage a commercial insurance book, grow the book through strategic marketing, and maintain strong client and insurer relationships.

The role emphasizes service excellence, cross- and up-selling, and active participation in industry events. You will develop business plans, meet revenue targets, and collaborate with underwriters to ensure favorable pricing and claims handling while maintaining organized files and timely

Qualifications

• Minimum 6 years’ commercial insurance experience.
• General Insurance Agent Level 2 license through the Insurance Council of Alberta or Ontario or equivalent 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.

Responsibilities

• Manage an insurance book of business, quoting and binding, with cross- and up-selling where possible.
• Develop and implement a marketing strategy to grow the commercial book, develop new business opportunities and meet revenue targets.
• Conduct regular review meetings to service existing clients and identify opportunities for new prospecting activities.
• Maintain a highly technical and service-oriented relationship with clients.
• Develop and maintain collaborative relationships with insurers, new products, favorable pricing and claims handling.
• Attend client, insurer, and industry functions to build networks and identify new business streams.
• Preparing annual business plans with projected sales goals, strategies, obstacles, and areas for growth.
• Processing payments and managing accounts receivable lists; file maintenance and orderly record-keeping.

Skills

Relationship building

Time management

Client service

Attention to detail

Account management

Education

General Insurance Agent Level 2 license

CAIB, CIP, CRM or other insurance designations considered asset

Post Secondary Degree

Tools

EPIC broker management system

Job description

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.

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 & 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 works accounts receivable lists.
• Handling files and general file maintenance as well as maintains 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

You are passionate about:

• 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

You’re outstanding at:

• Building relationships – with clients, with underwriters, with colleagues … YOU are a people person!
• Staying on top of priorities … 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!
• Managing your time … even in a pressure cooker, with deadlines looming, YOU keep your cool, knowing you’ve got this!
• Proactively getting stuff done … YOU follow up and follow through!
• Working behind the scenes to ensure an exceptional customer experience … YOU know that the customer expects excellence … and so do you!

Must haves:

• 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

You want a leg up?

• 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

What’s in it for YOU?

• 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 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.

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.