Account Manager

Axis Insurance Managers Inc•Vancouver, BC

20d•CA$70,000 - CA$80,000•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 3-5 years Commercial insurance experience, consistently meeting internal core competencies
General Insurance Agent Level 2 license in the individual’s province of residence, with the ability to obtain a British Columbia license.Level 1 is sufficient for RIBO.

Nice To Haves

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

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
Ensuring work is prompt, efficient, and accurate
Ensuring that clients’ queries and requests are responded to in a professional and timely manner (internal & external)
Cross Selling and Upselling on existing clients
Attending client meetings, as required
Issuing invoices, endorsements, cover notes, financing contracts, etc.
Managing daily administration of accounts, including correspondence; review of policy wordings, contracts, & lease agreements; and issuance of new/renewal documentation
Handling claims, including reporting to insurers, inputting new data, and updating clients on claims status when applicable
Working Accounts Receivable lists
Maintaining expiration lists and abeyances
Ensuring all documents are accurate and files are kept in an orderly manner
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