Account Manager, Private Client

Axis Insurance; Burlington; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Team events

Growth opportunities

Benefits plan

Flexible hours

Job summary

Axis Insurance Managers Inc. in Canada is seeking an Account Manager, Private Client to support Account Executives and the Personal Insurance team, manage client files, quotes, renewals, and endorsements, and maintain strong relationships with clients and underwriters.

This role emphasizes service excellence, timely communications, attention to detail, and collaboration with MGAs and insurers. A license and 5 years' personal insurance experience are required; CAIB/CIP/CRM are assets.

Qualifications

• Minimum 5 years’ 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

Responsibilities

• Collaborating with Account Executives and the BSAA Personal Insurance team to stay updated on client file status.
• Proactively obtain underwriting information from potential and renewal clients.
• Negotiate terms with insurers for new and renewal business.
• Present quotes, renewals and endorsements to clients and obtain bindings.
• Maintain a technical and service-oriented relationship with clients and underwriters.
• Handle routine inquiries and ensure timely, accurate work.

Skills

Client service

Account management

Underwriting coordination

Relationship building

Time management

Education

Post secondary degree

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, Private Client 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 an in-depth knowledge of binding authorities, insurer portals, and risk management principles
• Negotiating new & renewal business terms with insurers
• Working collaboratively with MGAs, as needed
• 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
• Training and onboards new Account Managers
• Other duties, as assigned

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 5 years’ 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

What’s in it for YOU?

• Fun! From team-building activities to contests and giveaways, holiday parties to virtual/in-person social events, holiday parties to virtual/in-person social events, holiday parties to virtual/in-person social events, holiday parties to virtual/in-person social events, holiday parties to virtual/in-person social events, holiday parties to virtual/in-person social events, holiday parties to virtual/in-person social events, holiday parties to virtual/in-person social events, holiday parties to virtual/in-person social events, holiday parties to virtual/in-person social events, holiday parties to virtual/in-person social events, holiday parties to virtual/in-person social events, holiday parties to virtual/in-person social events, holiday parties to virtual/in-person social events, holiday parties to virtual/in-person social events.
• 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.