Account Manager II

Axis Insurance

Vancouver

On-site

CAD 70,000 - 75,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

Team-building activities

Flexible work options

Competitive vacation time

Job summary

A leading insurance firm is seeking a Mid-Senior level professional to manage client accounts and provide exceptional service. This full-time role requires 3-5 years of commercial insurance experience, a General Insurance Agent Level 2 license, and proficiency in broker management systems like Epic. The firm emphasizes teamwork and organization, offering a supportive work culture and opportunities for professional growth and work-life balance.

Qualifications

Minimum 3-5 years of Commercial insurance experience.
General Insurance Agent Level 2 license required.
CAIB, CIP, or CRM designations considered an asset.

Responsibilities

Collaborate with Account Executives on client accounts.
Obtain underwriting information from clients.
Create and send submissions to underwriters.

Skills

Commercial insurance experience

Customer service orientation

Organization

Proactive communication

Team collaboration

Education

Post-Secondary Degree

Tools

Epic broker management system

Applied Epic broker management system

Job description

Base pay range

CA$70,000.00/yr - CA$75,000.00/yr

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.

Responsibilities

Collaborating and regularly meeting with Account Executive(s) and the team to stay abreast of client account status
Proactively obtain 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 service-oriented relationship with clients and underwriters
Providing friendly, professional service to customers and Account Executives
Cross Selling and Upselling on existing clients
Attending client meetings, as required
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
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
Providingfriendly,professionalservice
Sharingideasandworkingwithagreatteamofproactive,innovativethinkers
Learning,growing,andpushingpastbarriers
Livingwithintegrity
Taking ownership of your work and actions
Organization!Organization!Organization!
Stayingontopofpriorities&managingexpectations
Payingattentiontothelittlethingsthatmakeabigdifference
Working behind the scenes to ensure an exceptional customer experience

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
Experience in Applied Epic broker management system

What’s in it for you

Fun! From teambuilding 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!
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.

Seniority level