Account Manager

Axis Insurance Managers Inc • Edmonton, AB

19d • 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 2-3 years of Personal Lines insurance experience, consistently meeting internal core competencies
• General Insurance Agent Level II license through the Insurance Council of British Columbia or equivalent license in the individual’s province of residence, with the ability to obtain a British Columbia license
• A Level I license is acceptable with commensurate experience &/or active pursuit of a Level II license

Nice To Haves

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

Responsibilities

• Collaborating with the BSAA Personal Insurance team, proactively obtains underwriting information from potential and renewal clients
• Demonstrating and applying knowledge of binding authorities & insurer portals
• 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 and endorsements to client, obtaining orders and binds coverage with underwriters
• Maintaining a technical and service-oriented relationship with the clients and underwriters
• Keeping Account Executive(s) up to date on the status of client accounts
• Providing friendly, professional service to customers and internal stakeholders
• 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
• Issuing invoices, endorsements, policy documents, etc.
• Handling claims, including reporting to insurers, inputting new data, and updating clients on claims status
• Managing daily administration of accounts, including correspondence; review of policy wordings, and issuance of new/renewal documentation
• Working Accounts Receivable lists
• Maintaining expiration lists and abeyances
• Ensuring all documentations are accurate and accounts are kept in an orderly manner
• Other duties, as assigned

Benefits

• 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.
• Competitive vacation time
• Flex work options

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree