Account Administrator

Axis Insurance Managers Inc • Vancouver, BC

8d • Hybrid

About The Position

Axis Insurance Managers Inc. is seeking an Account Administrator. The company strives to be elite in the insurance industry, helping clients protect what matters most. They value innovation, collaboration, and continuous growth. The role involves supporting Account Managers and Account Executives in daily account administration, client service, and policy processing, ensuring efficiency and accuracy. This position requires two days per week in the office.

Requirements

• Minimum 6 months of insurance experience, consistently meeting internal core competencies
• General Insurance Salesperson Level 1 in province of residence; or commitment to obtain a Level 1 license within 3 months of hire (6 months for Ontario and Quebec license-seekers)

Nice To Haves

• Active pursuit of CAIB, CIP, CRM, or other insurance designations
• Post Secondary Degree
• Experience using Epic broker management system

Responsibilities

• Preparing submissions for marketing purposes, negotiating terms & conditions with underwriters as applicable
• Preparing proposals for quotes and/or renewals as applicable
• Following through and follows up with clients and underwriters on outstanding requests and information
• Obtaining orders and binds coverage with underwriters as applicable
• Keeping Account Managers and Account Executives up-to-date on the status of client accounts
• Providing friendly, professional service to customers, Account Managers, and Account Executives
• Handling claims, including reporting to insurers, inputting new data, and updating clients on claims status as applicable
• Handling routine customer, Account Manager, and Account Executive inquiries and concerns in a timely manner
• Preparing pre-renewal documentation, issuing Vehicle Liability Slips, updating 21 logs with changes, ordering MVR’s, and issuing invoices as applicable
• Issuing requests to insurers for policy changes & endorsements
• Ensuring work is prompt, efficient, and accurate
• Monitoring and issuing certificate requests
• Ensuring all documents are accurate and accounts are kept in an orderly manner
• Preparing Certificates of Insurance and enclosure letters
• Obtaining Premium Finance quotes
• Reviewing policies against Cover Notes for accuracy
• Processing glass contracts, as applicable
• Managing daily administration of accounts, including correspondence; policy review; issuance of certificates referencing contracts/leases; and issuance of new/renewal documentation, at direction of Account Manager or Account Executive
• Issuing invoices, endorsements, Cover Notes, financing contracts, etc.
• Working Accounts Receivable list
• Maintaining expiration lists and abeyances
• Setting up files for new accounts
• Handling files and general account maintenance including but not limited to SOVs and Equipment schedules; holder lists; self-audit support for the team; etc
• Scanning and attaches documents in broker management system as appropriate
• Documenting and reports activities in broker management system
• Processing Client Code changes when applicable
• Transcribing data to worksheets and enters data into computer for use in preparing documents and adjusting accounts
• Processing payments through Axis’ online service

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed