Job FunctionsPreparing submissions for marketing purposesNegotiating terms and conditions with underwritersProactively obtaining underwriting information from potential and renewal clientsPresenting quotes and/or renewals to clients, obtains orders, and binds coverage with underwritersHandling all customer and Account Executive inquiries/concerns in a timely manner and in accordance with agreed upon Practice Group standardsTaking full ownership of renewal book and consistently meets agreed-upon retention targets with Account Executives
Job Requirements5-10+ years Commercial insurance experience, consistently meeting internal core competenciesProactively identifying coverage gaps and makes insurance and risk management recommendationsAssisting Account Executive(s) in the placement of new business opportunitiesDeveloping an understanding of the prospect’s risk profile and industryDetermining best insurers for coverage; liaising with insurers (national & overseas); and collaborating with internal broking/Account Management staff for further market intel
SkillsCommercial insurance experienceGeneral Insurance Agent Level 2 license through the Insurance Council of British Columbia or an equivalent license in the individual’s province of residence, with the ability to obtain a British Columbia licenseCAIB, CIP, CRM, or other insurance designations considered an assetPost-Secondary Degree considered an assetExperience using Epic broker management system an assetProviding friendly, professional serviceMaking a positive difference to those around youSharing ideas and working with a great team of proactive, innovative thinkersLearning, growing, and pushing past barriersLiving with integrityTaking ownership of your work and actions
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 Associate Account Executive, a typical day might include:
- Preparing submissions for marketing purposes, negotiating terms and conditions with underwriters and preparing proposals for quotes and/or renewals
- Regularly meeting with Account Executive(s) and the team to stay abreast of client account status
- Proactively obtaining underwriting information from potential and renewal clients
- Creating and sending submissions to underwriters (where re-marketing is required)
- Liaising with clients on the status of their requests for coverage or renewal
- Presenting quotes and/or renewals to clients, obtains orders, and binds coverage with underwriters
- Maintaining a technical and service-oriented relationship with the clients and underwriters
- Handling all customer and Account Executive inquiries/concerns in a timely manner and in accordance with agreed upon Practice Group standards
- Proactively identifying coverage gaps and makes insurance and risk management recommendations
- Taking full ownership of renewal book and consistently meets agreed-upon retention targets with Account Executives
- Assisting Account Executive(s) in the placement of new business opportunities, involving but not be limited to:
- Initiating communication with the prospect and Axis team members as required after the Account Executive(s) has made initial contact
- Developing an understanding of the prospect’s risk profile and industry
- Identifying necessary lines of coverage
- Determining best insurers for coverage; liaising with insurers (national & overseas); and collaborating with internal broking/Account Management staff for further market intel
- Updating the Market Sheet used by the team for new business risk placements for future use and reference
- Developing a working relationship with the prospect/insured
- Working with junior Account Managers to facilitate administration and knowledge support
- Preparing and presenting proposals for client - or forwarding to Account Executive(s) to review and present
- Collaborating with Account Executives on annual business plan to present with projected sales goals, strategies, obstacles, and areas for growth as requested
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:
- 5-10+ years Commercial insurance experience, consistently meeting internal core competencies
- General Insurance Agent Level 2 license through the Insurance Council of British Columbia or an 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.
Life at Axis Insurance
Axis Insurance was formed in 2010 through an amalgamation of several BC based insurance brokerages with roots tracing to 1928. The experience of our combined 150 team members is uniquely positioned to serve western Canada with risk management and insurance services. As a result of a strong focus on our core practice industries, our experts have become thought leaders in their fields. Through our vast network of Assurex Global partnerships, we serve both domestic and international clients. Our vision is to be the best in class in every category in our industry.
Thrive Here & What We ValueFun work environment with team-building activities, contests, giveaways, holiday parties to virtual/in-person social events | Career potential & leadership opportunities for success | Competitive Employee Benefits Plan | Work/Life Balance with competitive vacation time and flex work options</s> | Fun and inclusive workplace culture | Career potential and leadership opportunities | Work/life balance with flexible hours and vacation time</s> | Fun! From team-building events to contests and giveaways, we believe 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. Axis has customized medical, dental, long-term disability, AD&D, critical illness, life insurance, and EAP coverage for you & 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.</s> | Fun work environment with team-building activities, contests, giveaways, holiday parties, virtual/in-person social events | Competitive Employee Benefits Plan with customized medical, dental, long-term disability, AD&D, critical illness, life insurance, and EAP coverage for you & your family | Career potential & leadership opportunities for growth and development | Competitive Employee Benefits Plan with customized medical, dental, long-term disability, AD&D, critical illness, life insurance, and EAP coverage for you & your family. | Work/Life Balance with competitive vacation time and flex work options.</s> | Fun work environment with team-building activities, contests and giveaways, holiday parties to virtual/in-person social events | Competitive Employee Benefits Plan with customized medical, dental, long-term disability, AD&D, critical illness, EAP, and life insurance coverage for you and your family. | Work/Life Balance with offices operating 8:30am – 4:30pm, no evenings or weekends. And we offer competitive vacation time and flex work options.</s> | Fun work environment with team-building activities, contests, and giveaways | Competitive Employee Benefits Plan with customized medical, dental, long-term disability, AD&D, critical illness, EAP, and life insurance coverage for employees and their families. | Work/Life Balance with flexible work options and competitive vacation time.</s> | 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! | Work/Life Balance. We offer competitive vacation time and flex work options, meaning more time for you to get out and do YOU.</s> | Fun and team-building activities | Work/Life Balance</s> | 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 doYOU.</s> | Work/Life Balance. Our offices operate 8:30am – 5:00pm, 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.</s> | 1. Fun and teambuilding activities | 2. Career potential & leadership opportunities | 3. Competitive Employee Benefits Plan | 4. Work/Life Balance</s> | Fun work environment with team-building activities and social events | Work/Life Balance with flexible work options</s> | Competitive Employee Benefits Plan. We offer medical, dental, long-term disability, AD&D, critical illness, EAP, and life insurance coverage for your & your family.
