Senior Account Manager

Axis Insurance Managers IncEdmonton, AB
CA$80,000 - CA$90,000Onsite

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 5 years Commercial insurance experience, consistently meeting internal core competencies
  • General Insurance Agent Level 2 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

  • Collaborating and regularly meeting with Account Executive(s) and the team to stay abreast of client account status
  • Proactively obtaining underwriting information from potential and renewal clients
  • Creating and sending submissions to underwriters (where re-marketing is required) when applicable
  • Liaising with clients on the status of requests 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 the clients and underwriters
  • 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
  • Proactively identifying coverage gaps and makes insurance and risk management recommendations
  • Providing administrative support as required including, but not limited to, invoicing, Cover Notes, finance contracts, claims support, Accounts Receivable, etc.
  • Ensuring all documents are accurate and accounts are kept in an orderly manner
  • Assists Account Executive(s) in the placement of new business opportunities. This involves, but is not limited to:
  • Initiating communication with the prospect and Axis team members as required after the Account Executive(s) has made initial contact
  • Developing an understanding of the prospect’s risk profile and industry
  • Identifying necessary lines of coverage
  • Determining best insurers to place coverage, liaising with insurers (national & overseas) and collaborating within internal broking/Account Management staff for further market intel
  • Updating the Market Sheet used by the team for new business risk placements for future use and reference
  • Developing a working relationship with the prospect/insured
  • Working with a Junior Account Manager(s) to facilitate administration and knowledge support
  • Preparing and presenting client proposals - or forwarding to Account Executive(s) to review and present

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
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