Account Manager

Axis Insurance Managers Inc; Vancouver; On-site; CAD 60,000 - 70,000; Full time

Benefits offered by this job

Competitive benefits plan

Comprehensive medical, dental & life保险

Job summary

Axis Insurance Managers Inc. in Vancouver is seeking an Account Manager to support the BSAA Personal Insurance team. You will gather underwriting information, present quotes and renewals, and maintain strong client relationships with underwriters.

The role focuses on coordinating submissions, managing client inquiries, and ensuring timely issuance of policy documents. A proactive, service‑oriented approach is essential for success.

Qualifications

• Minimum 2-3 years of Personal Lines insurance experience.
• General Insurance Agent Level II license through the Insurance Council of British Columbia or equivalent license.
• Level I license acceptable with commensurate experience.
• Active pursuit of CAIB, CIP, CRM, or other insurance designations is considered an asset.

Responsibilities

• Collaborate with the BSAA Personal Insurance team and obtain underwriting information from potential and renewal clients.
• Present quotes, renewals and endorsements to clients and obtain orders and binds coverage with underwriters.
• Maintain a service-oriented relationship with clients and underwriters while updating Account Executives on client status.
• Issue invoices, endorsements, policy documents and handle claims reporting to insurers.

Skills

Personal Lines insurance

Customer service

Account management

Education

General Insurance Agent Level II license (BC)

CAIB/CIP/CRM designations (asset)

Tools

Applied Epic broker management system

Job description

Salary Range: $60,000.00 To $70,000.00 Annually

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:

• Collaborating with the BSAA Personal Insurance team, proactively obtains underwriting information from potential and renewal clients
• Demonstrating and applies 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
• 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 documentation are accurate and accounts are kept in an orderly manner

Youarepassionateabout:

• Providingfriendly,professionalservice
• Makingapositivedifferencetothosearoundyou
• Sharingideasandworkingwithagreatteamofproactive,innovativethinkers
• Learning,growing,andpushingpastbarriers
• Livingwithintegrity
• Taking ownership of your work and actions

You’reoutstandingat:

• Organization!Organization!Organization!
• Stayingontopofpriorities&managingexpectations
• Payingattentiontothelittlethingsthatmakeabigdifference
• Working behind the scenes to ensure an exceptional customer experience

MustHaves:

• 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 licenses

Active pursuit of CAIB, CIP, CRM, or other insurance designations, considered an asset

Youwantalegup?

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

What’s init for YOU?

• Fun! Fromteam-buildingactivitiestocontestsandgiveaways,holidaypartiestovirtual/in-personsocialevents,webelieveinbuildingconnections,knowingthatahappyteammakesahappyworkplace!
• Career potential & leadership opportunities. Weprideourselvesontrainingandmentoringforsuccess.
• Competitive Employee Benefits Plan. Axishascustomizedmedical,dental,long-termdisability,AD&D,criticalillness,lifeinsurance,andEAPcoverageforyou&yourfamily.
• 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.