Account Manager, Personal lines

Axis Insurance Managers Inc; Vancouver; On-site; CAD 65,000 - 70,000; Full time

Benefits offered by this job

Fun team events

Career growth opportunities

Comprehensive benefits plan

Work-life balance

Job summary

Axis Insurance Managers Inc. in Vancouver is seeking an Account Manager for Personal Lines to support client relationships, quote submissions, and policy administration.

You will collaborate with Account Executives, underwriters, and clients to secure coverage and renewals, while maintaining accuracy and high service standards. The successful candidate will have 3-5 years in personal insurance, a BC license or eligible, and pursue CAIB/CIP/CRM or similar designations.

Qualifications

• Minimum 3-5 years of Personal Insurance experience.
• Active pursuit of CAIB, CIP, CRM, or other insurance designations is considered an asset.

Responsibilities

• Collaborate with Account Executives and the Personal Insurance team to stay updated on client file status.
• Obtain underwriting information from potential and renewal clients.
• Negotiate terms with insurers for new and renewal business.
• Prepare and send submissions to underwriters when re-marketing is required.
• Maintain client and underwriter relationships with proactive communication.

Skills

Account management

Customer service

Negotiation

Communication

Organization

Education

BC General Insurance Agent Level II license or equivalent

CAIB/CIP/CRM or similar designation (pursuit)

Post Secondary Degree considered an asset

Tools

Epic broker management system

Job description

Salary Range: $65,000.00 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, Personal lines a typical day might include:

Customer Service & Account Executive Support

• 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 knowledge of binding authorities, insurer portals, and risk management principles
• Negotiating new & renewal business terms with insurers
• 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 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

Administration

• Issuing invoices, endorsements, policy documents, etc.
• Creating Binders and Cover Notes, as needed
• 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
• Other duties, as assigned

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
• Gettingstuffdone
• Working behind the scenes to ensure an exceptional customer experience

MustHaves:

• Minimum 3-5 years’ of 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
• 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

Youwantalegup?

• Experience in Applied Epic broker management system

What’sinitforYOU?

• Fun! Fromteambuildingactivitiestocontestsandgiveaways,holidaypartiestovirtual/in-personsocialevents,webelieveinbuildingconnections,knowingthatahappyteammakesahappyworkplace!
• Careerpotential&leadershipopportunities.Weprideourselvesontrainingandmentoringforsuccess.
• CompetitiveEmployeeBenefitsPlan.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.