Account Administrator

Axis Insurance Managers Inc•Oakville, ON

1d•CA$45,000 - CA$50,000•Hybrid

About The Position

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.

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 considered an asset
Post Secondary Degree considered an asset
Experience using Epic broker management system an asset

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