Account Executive, PL - Private Client

Socket.dev; Oakville; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Benefits plan

No evenings or weekends

Team-building activities

Job summary

Axis Insurance Managers Inc. is seeking an Account Executive for Private Client services in Oakville, Ontario. You will develop and manage a personal lines book, quoting and binding coverage, and cross-sell additional coverages while building strong client relationships.

You will maintain a proactive sales pipeline, meet targets, and collaborate with underwriters to secure favourable pricing and service. This role emphasizes networking and ongoing client engagement.

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 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

Responsibilities

• Developing and implementing a marketing strategy to grow and manage a Personal insurance book of business, maintaining a sales pipeline and developing new business opportunities
• 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 achieve target revenue and activity quotas
• 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 & underwriters
• Developing and maintaining relationships with insurers to ensure clients receive favourable pricing and claims handling and to develop new products
• 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 Executives
• Preparing annual business plan with projected sales goals, strategies, obstacles, and areas for growth
• Attending regular Personal Lines Growth Group meetings
• Attending networking events and sources external leads

Skills

Relationship building

Sales

Prospecting

Communication

Education

General Insurance Agent Level 2 license

Post Secondary Degree asset

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, Private Client a typical day might include:

• Developing and implementing a marketing strategy to grow and manage a Personal insurance book of business, maintaining a sales pipeline and developing new business opportunities
• 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 achieve target revenue and activity quotas
• 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 & underwriters
• Developing and maintaining relationships with insurers to ensure clients receive favourable pricing and claims handling and to develop new products
• 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 Executives
• Preparing annual business plan with projected sales goals, strategies, obstacles, and areas for growth
• Attending regular Personal Lines Growth Group meetings
• Attending networking events and sources external leads

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…know every deadline and live by your To-Do list!
• Paying attention to the little things that make a big difference… 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 … with deadlines looming, keep your cool, knowing you’ve got this!
• Proactively getting stuff done… follow up and follow through!
• Working behind the scenes to ensure an exceptional customer experience … knowing 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 Columbia or 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

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.We offer 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.