Senior Account Administrator

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

Benefits offered by this job

Career development opportunities

Competitive benefits plan

Work-life balance with standard hours

Job summary

Axis Insurance Managers Inc. in Vancouver, BC is seeking a Senior Account Administrator to oversee commercial lines account administration, coordinate between account managers, marketers, and executives, and help implement efficient workflows.

You will lead a team, contribute to performance reviews, maintain service standards, and ensure timely renewal processing while delivering friendly, professional client service.

Qualifications

• Minimum 5 years’ Commercial insurance experience as an Account Administrator or equivalent.
• General Insurance Salesperson Level 2 license through the Insurance Council of British Columbia; equivalent license in province of residence with the ability to obtain a British Columbia license
• CAIB, CIP, CRM or other insurance designations considered an asset
• Post Secondary Degree an asset
• Experience using EPIC broker management system an asset

Responsibilities

• Acting as liaison between Account Managers, Marketers, and Account Executives when issues arise requiring attention
• Participatoing in annual staff Performance Development Plan reviews and makes recommendations as required
• Collaborating with the CL Manager, Associate Account Executive - Team Lead and Account Executives to oversee the development of a workflow system to effectively and efficiently manage workloads
• Working with the CL Manager, Associate Account Executive - Team Lead and Account Executives to allocate Commercial Lines accounts for account administration, ensuring optimal efficiency and effectiveness
• Reviewing performance management metrics and individual OKRs in conjunction with the Team Manager
• Participating in new hires “30/60/90 day assessment of new employees” procedures in conjunction with the Team Manager
• Leading the team and provides a work environment that is supportive of the productivity and morale of all staff
• Executing regular meetings with Account Administrators: Monitoring and auditing workflows; Ensuring AAs feel they are supported and heard by management; Communicating, promoting, and aligning staff behavior with company values; Communicating to AAs the company's goals and achievements; Collaborating with AAs to monitor Objectives & Key Results; Providing training and mentoring as required; Immediately dealing with AA issues, working towards a resolution
• Developing and maintaining a high service level standard for the department
• Maintaining, attracting, and developing skilled staff
• Coordinating with Associate Account Executive, Team Lead, to manage and lead Working Copy Meetings

Skills

Leadership

Customer service

Team collaboration

Communication

Education

CAIB/CIP/CRM or other insurance designations

Post secondary degree

General Insurance Salesperson Level 2 license

Tools

EPIC broker management system

Job description

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

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 a Senior Account Administrator, a typical day might include:

Leadership

• Acting as liaison between Account Managers, Marketers, and Account Executives when issues arise requiring attention


• Participatoing in annual staff Performance Development Plan reviews and makes recommendations as required


• Collaborating with the CL Manager, Associate Account Executive - Team Lead and Account Executives to oversee the development of a workflow system to effectively and efficiently manage workloads


• Working with the CL Manager, Associate Account Executive - Team Lead and Account Executives to allocate Commercial Lines accounts for account administration, ensuring optimal efficiency and effectiveness


• Revieing performance management metrics and individual OKRs in conjunction with the Team Manager


• Participating in new hires “30/60/90 day assessment of new employees” procedures in conjunction with the Team Manager


• Leading the team and provides a work environment that is supportive of the productivity and morale of all staff


• Executing regular meetings with Account Administrators:
  
  
  
  • Monitoring and auditing workflows
  
  
  • Ensuring AAs feel they are supported and heard by management
  
  
  • Communicating, promoting, and aligning staff behavior with company values
  
  
  • Communicating to AAs the company's goals and achievements
  
  
  • Collaborating with AAs to monitor Objectives & Key Results
  
  
  • Providing training and mentoring as required
  
  
  • Immediately dealing with AA issues, working towards a resolution
  
  
  
  


• Developing and maintaining a high service level standard for the department


• Maintaining, attracting, and developing skilled staff


• Coordinating with Associate Account Executive, Team Lead, to manage and lead Working Copy Meetings

Administration

• Providing administrative account support on an assigned book of Commercial insurance business


• Reviewing and servicing renewal lists as directed by Account Executive or Account Manager


• Ensuring that all notes to file are completed after each transaction in a timely and accurate manner


• Providing friendly, professional service to clients, underwriters, Account Executives and Account Managers


• Handling routine customer and Account Executives/Account Manager inquiries/concerns in a timely manner


• Receiving and reporting claims to the insurance company, coordinating with Axis’ internal Claims department where appropriate


• Responding to all customer inquiries in a timely manner and to an agreed upon standard within the Practice Group


• Ensuring work is prompt, efficient, and accurate


• Managing daily administration including correspondence; issuance of new & renewal documentation; Accounts Receivable, expiration, and abeyance lists Performs periodic file audits to ensure adherence to Axis’ policies and procedures

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’ Commercial insurance experience as an Account Administrator or equivalent if different job title


• General Insurance Salesperson Level 2 license through the Insurance Council of British Columbia; equivalent license in province of residence with the ability to obtain a British Columbia license


• CAIB, CIP, CRM or other insurance designations considered an asset


• Post Secondary Degree 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, we believe in building connections, knowing that a happy team makes a happy workplace!


• 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.