Account Executive, VIP Sales

Axis Insurance; Vancouver; On-site; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Fun team-building activities

Competitive Employee Benefits Plan

Work/life balance

Job summary

Axis Insurance in Vancouver is seeking an Account Executive VIP to oversee the personal insurance book of business. This role involves developing marketing strategies, managing client relationships, and ensuring appropriate insurance coverage. A minimum of 5 years’ experience is required, along with a Level 2 license through the Insurance Council of British Columbia.

The ideal candidate will excel in a client-focused role and possess relevant insurance designations. A competitive benefits plan and opportunities for career advancement are offered.

Qualifications

• Minimum 5 years’ personal insurance experience.
• General Insurance Agent Level 2 license through the Insurance Council of British Columbia.
• CAIB, CIP, CRM or other insurance designations considered an asset.

Responsibilities

• Develop and implement marketing strategy to grow the personal insurance book.
• Manage an insurance book of business ensuring necessary coverage.
• Sell brokerage services to reach target revenue and activity quota.

Skills

Personal insurance experience

General Insurance Agent Level 2 license

Insurance designations (CAIB, CIP, CRM)

Sales CRM experience

Experience using EPIC broker management system

Education

Post-secondary degree

Tools

EPIC broker management system

HubSpot

Job description

Account Executive VIP – Responsibilities

• Develop and implement marketing strategy to grow the personal insurance book of business through direct relationships with existing and new commercial lines business, managing leads from the Commercial Production team through a sales pipeline.
• Manage an insurance book of business, ensuring clients have necessary coverage, quoting and binding coverage, and cross‑ and up‑selling additional coverage where possible.
• Sell brokerage services to reach target revenue and activity quota.
• Conduct regular review meetings with existing clients to service and identify opportunities for new prospecting activities.
• Maintain a highly technical and service‑oriented relationship with clients and underwriters.
• Develop and maintain relationships with insurers to ensure favourable pricing and claims handling.
• Attend client, insurer, and industry functions to build networks and identify new business streams.
• Refer business opportunities outside specialty area to other Axis account executives.
• Prepare annual business plan with projected sales goals, strategies, obstacles, and areas for growth.
• Attend regular Personal Lines Growth Group meetings.

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 considered an asset.
• Experience with a Sales CRM (e.g., HubSpot) considered an asset.

Preferred Experience

• Experience using the Epic broker management system.
• Insurance experience in D&O, cyber, and other specialty lines, rate sheets, split rating, and pre‑underwriting process for the practice group's specialty industry/industries.

Benefits

• Fun! From team‑building activities to contests, giveaways, holiday parties, and social events.
• Career potential & leadership opportunities. Training and mentoring for success.
• Competitive Employee Benefits Plan. Customized medical, dental, long‑term disability, AD&D, critical illness, EAP, and life insurance coverage for you and your family.
• Work/life balance. Offices operate 8:30 am – 4:30 pm, no evenings or weekends, competitive vacation time and flex work options.

Equal Employment Opportunity

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.