Private Client Account Manager — Flexible Hours & Growth

Axis Insurance Managers Inc; Burlington; In loco; CAD 70.000 - 80.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive employee benefits

Work/Life Balance with 8:30am–4:30pm

Flex vacation

Descrizione del lavoro

Axis Insurance Managers Inc. is seeking an Account Manager, Private Client to provide exceptional service and support to Account Executives and clients.

The role focuses on coordinating with underwriters, negotiating terms, and ensuring timely processing of quotes, renewals, and endorsements. Applicants should have strong personal insurance experience, an active license or equivalent, and pursue professional designations.

Competenze

• Minimum 5 years’ Personal insurance experience.
• General Insurance Agent Level II license through the Insurance Council (BC) or equivalent license for residence province.
• Active pursuit of CAIB, CIP, CRM, or other insurance designations is asset.
• Post Secondary Degree considered an asset.
• Experience using Epic broker management system is an asset.

Mansioni

• Collaborate with Account Executives and BSAA Personal Insurance team to track client files.
• Proactively obtain underwriting information from potential and renewal clients.
• Present quotes/renewals and endorsements to clients and secure bindings with underwriters.
• Maintain relationships with clients and underwriters; update Account Executives on client status.
• Handle routine inquiries and ensure timely, accurate service.

Conoscenze

Customer service

Relationship building

Attention to detail

Formazione

Post secondary degree

Strumenti

Epic broker management system

Descrizione del lavoro

Axis Insurance Managers Inc. is seeking an Account Manager, Private Client to provide exceptional service and support to Account Executives and clients.

The role focuses on coordinating with underwriters, negotiating terms, and ensuring timely processing of quotes, renewals, and endorsements. Applicants should have strong personal insurance experience, an active license or equivalent, and pursue professional designations.