Account Executive - Personal Ins, VIP Sales

Axis Insurance; Burlington; Sur place; CAD 70 000 - 100 000; Plein temps

Avantages offerts par ce poste

Competitive Employee Benefits Plan

Work/Life Balance—office hours 8:30am–

Flex work options

Résumé du poste

Axis Insurance Managers Inc. is seeking an Account Executive VIP to grow the Personal insurance book by building direct relationships with existing and new Commercial lines clients.

You will quote, bind coverage, cross-sell products, and manage a dynamic sales pipeline with the Commercial Production team. You will lead client meetings, maintain strong underwriter relationships, and collaborate with insurers to secure favorable pricing and service.

Qualifications

• Minimum 5 years’ Personal insurance experience.
• General Insurance Agent Level 2 license through the Insurance Council of British Columbia or equivalent license in the 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.
• Experience with a Sales CRM (HubSpot) considered an asset.

Responsabilités

• Developing and implementing a marketing strategy to grow the Personal insurance book of business through direct relationships of existing and new Commercial lines business, managing leads from the Commercial Production team through a sales pipeline.
• Managing an insurance book of business, ensuring clients have the necessary coverage in place; quoting and binding coverage; cross- and up-selling additional coverage where possible.
• Selling brokerage services to reach target revenue and activity quota.
• 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 and underwriter.
• Developing and maintaining relationships with insurers to ensure favourable pricing and claims handling and to develop new product.

Connaissances

Relationship building

Time management

Customer service

Prospecting

Communication

Attention to detail

Formation

BC license equivalent (General Insurance Agent Level 2)

CAIB/CIP/CRM asset

Post-secondary degree asset

Outils

EPIC broker management system

HubSpot CRM

Description du poste

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 VIP, a typical day might include:

• Developing and implementing a marketing strategy to grow the Personal insurance book of business through direct relationships of existing and new Commercial lines business, managing leads from the Commercial Production team through a sales pipeline
• Managing with &/or without the BSAA Personal Lines team an insurance book of business, 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 reach target revenue and activity quota
• Conducting (with &/or without the BSAA Personal Lines team) 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 & underwriter
• Developing and maintaining relationships with insurers to ensure clients receive favourable pricing and claims handling and to develop new product
• 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 Executive
• Preparing annual business plan with projected sales goals, strategies, obstacles, and areas for growth
• Attending regular Personal Lines Growth Group meetings

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 5 years’ Personal insurance experience
• General Insurance Agent Level 2 license through the Insurance Council of British Columbiaor 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
• Experience with a Sales CRM(ie. HubSpot) considered 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.