Insurance Broker

Overview

Full Time Oakville, ON, CA

Salary Range: 80,000.00 to 120,000.00 Annually

We are hiring for this role in Alberta and British Columbia. Axis Insurance Managers Inc. strives to be Elite by helping people protect what matters most. We innovate, collaborate, and push ourselves to be better every day. We look for people who are growing from Good to Great, from Great to Elite.

Responsibilities

• 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 the 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 and ensuring 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 the specialty area to other Axis Account Executives
• Preparing annual business plans with projected sales goals, strategies, obstacles, and areas for growth
• Processing payments and accounts receivable lists
• Handling files and general file maintenance as well as maintaining expiration and abeyance files
• Ensuring all documents are accurate and files are kept in an orderly manner
• Developing proposals and quotes documents and reporting 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, underwriters, and colleagues; you are a people person
• Staying on top of priorities and meeting deadlines
• Paying attention to details to ensure accuracy and quality, right the first time
• Managing your time under pressure and meeting deadlines
• Proactively getting things done and following up
• Working behind the scenes to ensure an exceptional customer experience

Must haves

• Minimum 6 years’ commercial insurance experience
• General Insurance Agent Level 2 license through the Insurance Council of British Columbia or equivalent license in the 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?

• Experience using the Epic broker management system
• Insurance experience in D&O, cyber, and other specialty lines, rate sheets, including split rating, and understanding clients’ operations

What’s in it for YOU?

• Fun! From team-building activities to contests and giveaways, holiday parties to social events; we believe in building connections for a happy workplace
• Career potential and leadership opportunities. We offer training and mentoring for success
• Competitive employee benefits plan, including medical, dental, disability, critical illness, EAP, and life insurance
• Work/life balance with flexible hours and vacation time; no evenings or weekends

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.