Job FunctionsProactively obtaining underwriting informationDemonstrating knowledge of binding authorities & insurer portalsCreating and sending submissions to underwritersLiaising with clients on the status of their request for coverage or renewalPresenting quotes and/or renewals and endorsements to client, obtaining orders and binds coverage with underwritersMaintaining technical and service-oriented relationship with clients and underwritersHandling routine customer and Account Executive inquiries/concerns in a timely manner and to an agreed upon Practice Group standardEnsuring work is prompt, efficient, and accurateManaging daily administration of accounts, including correspondence; review of policy wordings, and issuance of new/renewal documentationWorking Accounts Receivable listsMaintaining expiration lists and abeyances
Job RequirementsMinimum 2-3 years’ of Personal insurance experience, consistently meeting internal core competenciesLevel I license is acceptable with commensurate experience &/or active pursuit of a Level II license
SkillsGeneral Insurance Agent Level 2 license through the Insurance Council of AlbertaActive pursuit of CAIB, CIP, CRM, or other insurance designations, considered an assetExperience using Epic broker management system an assetPost Secondary Degree considered 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 Account Manager, Personal Lines a typical day might include:
- In collaboration with the BSAA PL team, proactively obtains underwriting information from potential and renewal clients
- Demonstrates and applies knowledge of binding authorities & insurer portals
- Creates and sends submissions to underwriters (where re-marketing is required)
- Liaises with clients on the status of their request for coverage or renewal
- Presents quotes and/or renewals and endorsements to client, obtaining orders and binds coverage with underwriters
- Maintains a technical and service-oriented relationship with the clients and underwriters
- Keeps Account Executive(s) up-to-date on the status of client accounts
- Provides friendly, professional service to customers and Account Executive(s)
- Handles routine customer and Account Executive inquiries/concerns in a timely manner and to an agreed upon Practice Group standard
- Ensures work is prompt, efficient, and accurate
- Issues invoices, endorsements, policy documents, etc.
- Handles claims, including reporting to insurers, inputting new data, and updating clients on claims status
- Manages daily administration of accounts, including: correspondence; review of policy wordings, and issuance of new/renewal documentation
- Works Accounts Receivable lists
- Maintains expiration lists and abeyances
- Ensures all documentation are accurate and accounts are kept in an orderly manner
- Other duties, as assigned
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:
- Providing exceptional service–YOUunderstand that your clients are both internal & external, and you add value by ensuring they have everything they need – even when they don’t know they need it!
- Staying calm in the storm– even in a pressure cooker,YOUkeep your cool, knowing you’ve got this!
- Staying on top of priorities & managing expectations –YOUknow every deadline and live by your To-Do List!
- Paying attention to the little things that make a big difference –YOUdot your I’s, cross your T’s, and check all your boxes to make sure it’s done right … the first time!
- Getting stuff done– YOU proactively seek out ways to show how helpful you are!
Must Haves:
- Minimum 2-3 years’ of Personal insurance experience, consistently meeting internal core competencies
- General Insurance Agent Level 2 license through the Insurance Council of Alberta
- A Level I license is acceptable with commensurate experience &/or active pursuit of a Level II license
- Active pursuit of 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.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 doYOU.
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.
