Account Manager

Axis Insurance; Calgary; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Fun activities

Career development

Competitive employee benefits plan

Work-life balance

Job summary

Axis Insurance Managers Inc. in Calgary is seeking an Account Manager to support customer service and account executive tasks. You will proactively gather underwriting information, prepare submissions, and present quotes to clients.

You will maintain relationships with clients and underwriters, handle inquiries, assist with billing and renewals, and contribute to marketing and policy rating when needed. This role offers a balanced schedule with growth opportunities.

Qualifications

• Minimum 3-5 years Commercial insurance experience.
• General Insurance Agent Level 2 license in the province of residence, with ability to obtain a British Columbia license. Level 1 is sufficient for RIBO.
• CAIB, CIP, CRM, or other insurance designations considered an asset.
• Post-Secondary Degree considered 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.

Skills

Customer Service

Account Management

Client relations

Education

Post-secondary education

Tools

Epic broker management system

Job description

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 an Account Manager, a typical day might include:

Customer Service & Account Executive Support

• 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

Administration

• 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
• Other duties, as assigned

Marketing (when applicable)

• Providing marketing and policy rating services
• Liaising with Account Executives to discuss client needs and make recommendations regarding terms and conditions obtained
• Providing ongoing service 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
• Attending client meetings, as required

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:

• Building relationships – with clients, with underwriters, with colleagues … YOU are a people person!
• Staying on top of priorities … YOU know every deadline and live by your To-Do list!
• Paying attention to the little things that make a big difference … YOU dot your I’s, cross your T’s, and check all your boxes to make sure it’s done right ... the first time!
• Managing your time … even in a pressure cooker, with deadlines looming, YOU keep your cool, knowing you’ve got this!
• Proactively getting stuff done … YOU follow up and follow through!
• Working behind the scenes to ensure an exceptional customer experience … YOU know that the customer expects excellence … and so do you!

Must haves:

• 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.
• CAIB, CIP, CRM, or other insurance designations considered an asset
• Post-Secondary Degree considered an asset
• Experience using Epic broker management system 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. The Axis Group has customized medical, dental, long-term disability, AD&D, critical illness, EAP, and life insurance coverage for your & your family.
• Work/Life Balance. Our offices operate 8:30am – 4:30pm, so no evenings or weekends. And 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.