Account Manager

Axis Insurance; Burlington; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive benefits

Work/Life balance

Career growth

Job summary

Axis Insurance is seeking an Account Manager to deliver exceptional client service and support for commercial insurance clients. You will coordinate with Account Executives, obtain underwriting information, and present quotes and renewals to secure coverage.

Responsibilities include maintaining client relationships, handling administration, and ensuring accurate, timely communication with clients and underwriters. Licensing and industry credentials are preferred assets.

Qualifications

• Minimum 2–3 years Commercial insurance experience.
• General Insurance Agent Level 2 license required; Level 1 acceptable with commensurate experience.
• Ontario residents: Level 1 license acceptable with active pursuit of Level 2 license.

Responsibilities

• Provide professional customer service and support to clients and Account Executives.
• Proactively obtain underwriting information from clients and submit to underwriters.
• Present quotes/renewals and bind coverage with underwriters.
• Maintain relationships with clients and underwriters; keep Accounts Executives updated on client status.
• Prepare monthly bordereaux and related documentation; manage contract and lease documents.

Skills

Customer service

Account management

Organization

Communication

Education

General Insurance Agent Level 2 license

Post secondary degree

Tools

EPIC broker management system

Job description

The Axis Insurance Group 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 an Account Manager, a typical day might include:

Customer Service & Account Executive Support

• Ensuring that clients’ queries and requests are responded to in a professional and timely manner (internal & external)
• 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, obtains orders, and binds coverage with underwriters
• Maintaining a technical and service-oriented relationship with clients and underwriters
• Keeping Account Executives up-to-date on the status of client accounts
• 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
• Cross Selling and Upselling on existing clients

Administration

• Handling claims, including reporting to insurers, inputting new data, and updating clients on claims status when applicable
• Managing daily administration of accounts, including correspondence; review of policy wordings, contracts, & lease agreements; and issuance of new/renewal documentation
• Working Accounts Receivable lists
• Maintaining expiration lists and abeyances
• Ensuring all documents are accurate and accounts are kept in an orderly manner
• Preparing monthly bordereaux and submit to market and association as required
• Other duties, as assigned
• Preparing monthly bordereaux and submit to market and association as required – Applicable to Programs AM

You are passionate about:

• Providing friendly, professional service
• Making a positive difference to those around you
• Sharing ideas and working with a great team of proactive, innovative thinkers
• Learning, growing, and pushing past barriers
• Living with integrity
• Taking ownership of your work and actions

You’re outstanding at:

• Organization! Organization! Organization!
• Staying on top of priorities & managing expectations
• Paying attention to the little things that make a big difference
• Working behind the scenes to ensure an exceptional customer experience

Must Haves:

• Minimum 2-3 years Commercial insurance experience, consistently meeting internal core competencies
• General Insurance Agent Level 2 license through the individual’s province of residence. Level 1 is sufficient for RIBO.
• A Level 1 license is acceptable with commensurate experience &/or active pursuit of a Level 2 license. Level 1 RIBO is sufficient for Ontario residents.
• CAIB, CIP, CRM or other insurance designations considered an asset Post Secondary Degree considered an asset
• Experience using EPIC broker management system an asset

You want a leg up?

• Experience in Applied Epic broker management system
• Post Secondary Degree considered an asset

What’s in it for YOU?

• Fun! From team-building activities to contests and giveaways, holiday parties to virtual/in-person social events, we believe in building connections, knowing that a happy team makes a happy workplace!
• Career potential & leadership opportunities. We pride ourselves on training and mentoring for success.
• Competitive Employee Benefits Plan. Axis has customized medical, dental, long-term disability, AD&D, critical illness, life insurance, and EAP coverage for you & your family.
• Work/Life Balance. We offer competitive vacation time and flex work options, meaning more time for you to get out and do YOU

We’re excited to meet YOU!

Axis Insurance Managers Inc. is committed to fostering a culture of mutual respect and inclusion, recognizing that our success is enhanced by diversity. We seek to recruit, develop, and retain top talent from a diverse candidate pool.