Senior Account Manager

Axis Insurance; Calgary; On-site; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Fun team events

Career growth opportunities

Competitive benefits plan

Work-life balance

Job summary

Axis Insurance Managers Inc. is seeking a Senior Account Manager in Calgary to support customer service and new business placement. You will liaise with Account Executives, gather underwriting information, and manage client proposals, renewals, and coverage coordination.

Expect to maintain strong client relationships, present quotes, and ensure accurate documentation while delivering exceptional service with a proactive, team-oriented mindset.

Qualifications

• Minimum 5 years Commercial insurance experience.
• Provincial General Insurance Agent Level 2; BC license possible.
• CAIB, CIP, CRM or related designations are assets.
• Post-secondary degree is an asset.
• Experience using EPIC broker management system is an asset.

Responsibilities

• Collaborate with Account Executives and team to stay updated on client accounts.
• Proactively obtain underwriting information from potential and renewal clients.
• Prepare and send submissions to underwriters and assist with market placement.

Skills

Client relationships

Account management

Underwriting coordination

Customer service

Communication skills

Education

General Insurance Agent Level 2

CAIB/CIP/CRM designations

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 a Senior Account Manager, a typical day might include:

Customer Service and Account Executive Support

• Collaborating and regularly meetings with Account Executive(s) and the team to stay abreast of client account status
• Proactively obtaining underwriting information from potential and renewal clients
• Creating and sending submissions to underwriters (where re-marketing is required) when applicable
• Liaising with clients on the status of requests for coverage or renewal
• Presenting quotes and/or renewals to clients, obtaining orders and binding coverage with underwriters
• Maintaining a technical and service-oriented relationship with the clients and underwriters
• Providing friendly, professional service to customers and Account Executives
• Handling routine customer and Account Executive inquiries/concerns in a timely manner and to an agreed upon Practice Group standard
• Proactively identifying coverage gaps and making insurance and risk management recommendations
• Providing administrative support as required including, but not limited to, invoicing, Cover Notes, finance contracts, claims support, Accounts Receivable, etc.
• Ensuring all documents are accurate and accounts are kept in an orderly manner

New Business Placement (where applicable)

• Assisting Account Executive(s) in the placement of new business opportunities. This involves, but is not limited to:
• Initiating communication with the prospect and Axis team members as required after the Account Executive(s) has made initial contact
• Developing an understanding of the prospect’s risk profile and industry
• Identifying necessary lines of coverage
• Determining best insurers to place coverage, liaising with insurers (national & overseas) and collaborating with internal broking/Account Management staff for further market intel
• Updating the Market Sheet used by the team for new business risk placements for future use and reference
• Developing a working relationship with the prospect/insured
• Working with a Junior Account Manager(s) to facilitate administration and knowledge support
• Preparing and presenting client proposals - or forwarding to Account Executive(s) to review and present

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, consistently meeting internal core competencies
• General Insurance Agent Level 2 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

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.