Private Client Insurance Account Executive

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. 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.