Job FunctionsProactively obtaining underwriting informationCreating and sending submissions to underwritersLiaising with clients on the status of their request for coverage or renewalPresenting quotes and/or renewals to clients, obtaining orders and binding coverage with underwritersMaintaining technical and service-oriented relationship with clients and underwritersKeeping Account Executives up-to-date on client accountsProviding friendly, professional service to customers and Account ExecutivesHandling routine customer and Account Executive inquiries/concerns in a timely manner and to an agreed upon Practice Group standardIssuing invoices, endorsements, cover notes, financing contracts, etc.Handling claims, including reporting to insurers, inputting new data, and updating clients on claims statusManaging daily administration of accounts, including correspondence; review of policy wordings, contracts, & lease agreements; and issuance of new/renewal documentationWorking Accounts Receivable listsMaintaining expiration lists and abeyancesProviding marketing and policy rating servicesLiaising with Account Executives to discuss client needs and make recommendations regarding terms and conditions obtainedProviding ongoing servicing as requiredNegotiating mid-term changes with insurersPreparing submissions to insurers and proposals for clientsCreating and following up on abeyances and documentation requestsAttending client meetings, as required
Job RequirementsMinimum 3-5 years Personal Lines Insurance experienceStrong communication skills and confidence to speak directly with clientsProactive and self-motivatedExperience in Applied Epic broker management system (optional)
SkillsGeneral Insurance Agent Level II 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 licenseCAIB, CIP, CRM, or other insurance designations, considered an assetExperience using Epic broker management system an assetAttention to detail and the ability to prioritize tasks in a fast-paced environment is essentialPassionate about providing 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
The Axis Insurance Group 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 Account Manager - Personal lines, a typical day might include:
- 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 request for coverage or renewal
- Presenting quotes and/or renewals to clients, obtaining orders and binding coverage with underwriters
- Maintaining a technical and service-oriented relationship with clients and underwriters
- Keeping the Account Executives up-to-date on the status of client accounts
- Providing friendly, professional service to customers and Account Executives
- Handling routine customer and Account Executive inquiries/concerns in a timely manner and to an agreed upon Practice Group standard
- Issuing invoices, endorsements, cover notes, financing contracts, etc.
- Handling claims, including reporting to insurers, inputting new data, and updating clients on claims status
- Managing daily administration of accounts, including correspondence; review of policy wordings, contracts, & lease agreements; and issuance of new/renewal documentation
- Working Accounts Receivable lists
- Maintaining expiration lists and abeyances
- Providing marketing and policy rating services
- Liaising with Account Executives to discuss client needs and make recommendations regarding terms and conditions obtained
- Providing ongoing servicing as required
- Negotiating mid-term changes with insurers
- Preparing submissions to insurers and proposals for clients
- Creating and following up on abeyances and documentation requests
- Attending client meetings, as required
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:
- Organization! Organization! Organization!
- Staying on top of priorities & managing expectations
- Paying attention to the little things that make a big difference
- Getting stuff done
- Working behind the scenes to ensure an exceptional customer experience
Must Haves:
- Minimum 3-5 years Personal Lines Insurance experience
- General Insurance Agent Level II 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
- Experience using Epic broker management system an asset
- Attention to detail and the ability to prioritize tasks in a fast past environment is essential
- Strong communication skills and confidence to speak directly with clients
- Proactive and self motivated
You want a leg up?
- Experience in Applied Epic broker management system
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. Axis has customized medical, dental, long-term disability, AD&D, critical illness, life insurance, and EAP coverage for you & your family.
- Work/Life Balance. 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.
