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 Administrator a typical day might include:Prepares submissions for marketing purposes, negotiating terms and conditions with underwriters
Prepares proposals for quotes and/or renewals
Follows through and follows up with clients and underwriters on outstanding requests and information
Obtains orders and binds coverage with underwriters
Keeps Account Managers and Account Executives up to date on the status of client files
Provides friendly, professional service to clients, Account Managers, and Account Executives
Handles claims, including reporting to insurers, inputting new data, and updating clients on claims status
Handles routine customer, Account Manager, and Account Executive inquiries/concerns in a timely manner
Maintains expiry lists, records, and policy files, ensuring that they are organized and up to date
Monitors and follows up on clients' outstanding Accounts Receivable
Works with the Accounting & Finance department to resolve accounting discrepancies and related issues.
Ensures work is prompt, efficient, and accurate
Monitors and issues certificate requests
Ensures all documents are accurate and accounts are kept in an orderly manner
Prepares Certificates of Insurance and enclosure letters
Obtains Premium Finance quotes
Reviews policies against Cover Notes for accuracy
Manages daily administration of accounts, including correspondence; review of policy wordings, contracts, & lease agreements; and issuance of new/renewal documentation
Issues invoices, endorsements, Cover Notes, financing contracts, etc.
Handles accounts and general account maintenance including but not limited to SOVs and Equipment schedules; holder lists; self-audit support for the team, etc.
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:
Building relationships with clients, with underwriters, with colleagues ...YOUare a people person!
Staying on top of priorities ... 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!
Managing your time... even in a pressure cooker, with deadlines looming, YOU keep your cool, knowing you've got this!
Proactively getting stuff done ... YOUfollow up and follow through!
Working behind the scenes to ensure an exceptional customer experience ... YOUknow that the customer expects excellence ... and so do you!
Must haves:At least 12 months' insurance experience
General Insurance Salesperson Level 1 license through the Insurance Council of BC
You want a leg up?Active pursuit of CAIB, CRM, CIP insurance designation
Experience using the 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.
The Axis Group has customized 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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