Account Executive (Private Client)

Insurance Brokers Association of BC; Newfoundland and Labrador; On-site; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive Employee Benefits Plan

Career potential & leadership opportunities

Fun team-building activities

Job summary

A leading insurance firm in Newfoundland and Labrador is seeking an Account Executive to manage an insurance book, develop marketing strategies, and maintain client relationships. The ideal candidate has over 5 years of commercial insurance experience, is a people person, and possesses a General Insurance Agent Level 2 license or equivalent. This role offers a competitive benefits package, a commitment to work-life balance, and opportunities for career growth in a fun workplace environment.

Qualifications

• Minimum 5 years’ experience in commercial insurance.
• General Insurance Agent Level 2 license or equivalent.
• Experience using EPIC broker management system is an asset.

Responsibilities

• Manage an insurance book of business, ensuring necessary coverage.
• Develop and implement marketing strategies to grow business.
• Conduct regular client review meetings to identify opportunities.

Skills

Commercial insurance experience

Relationship building

Attention to detail

Time management

Customer service

Education

Post Secondary Degree

CAIB, CIP, CRM or other designations

Tools

EPIC broker management system

Job description

Overview

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 5 years’ commercial 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

You want a leg up?

• CAIB or CIP insurance designation
• 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.