Associate Account Executive

Axis Insurance Managers Inc
Oakville ON / Remote
15 days ago

Job Description

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.

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