Senior Account Manager
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. As Senior Account Manager, Private Client a typical day might include: Collaborating and regularly meeting with Account Executive(s) and the BSAA Personal Insurance team to stay abreast of client file status Collaborating with the BSAA Personal Insurance team, proactively obtains underwriting information from potential and renewal clients Demonstrating and applying an in-depth knowledge of binding authorities, insurer portals, and risk management principles Negotiating new & renewal business terms with insurers Working collaboratively with MGAs, as needed Liaising with clients on the status of their request for coverage or renewal Presenting quotes and/or renewals and endorsements to clients, 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 Account Executive(s) 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
Requirements
- Minimum 5 years’ Personal 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
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
- Collaborating and regularly meeting with Account Executive(s) and the BSAA Personal Insurance team to stay abreast of client file status
- Collaborating with the BSAA Personal Insurance team, proactively obtains underwriting information from potential and renewal clients
- Demonstrating and applying an in-depth knowledge of binding authorities, insurer portals, and risk management principles
- Negotiating new & renewal business terms with insurers
- Working collaboratively with MGAs, as needed
- Liaising with clients on the status of their request for coverage or renewal
- Presenting quotes and/or renewals and endorsements to clients, 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 Account Executive(s)
- 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
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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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
