Senior Account Manager: Client Growth & Insurance

Axis Insurance Managers Inc; Calgary; On-site; CAD 80,000 - 100,000; Full time

Benefits offered by this job

Competitive Benefits Plan

Work/Life Balance

Team events

Job summary

Axis Insurance Managers Inc. in Calgary seeks a Senior Account Manager to support Account Executives, manage client relationships, and process submissions to underwriters.

You will gather underwriting information, present quotes, and bind coverage while maintaining strong service levels. The role requires deep commercial insurance knowledge, licensing eligibility in the province, and a proactive, detail‑oriented approach.

Qualifications

• 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

Responsibilities

• Collaborate with Account Executives and team to stay abreast of client account status.
• Proactively obtain underwriting information from potential and renewal clients.
• Create and send submissions to underwriters when applicable.
• Liaise with clients on status of requests for coverage or renewal.
• Present quotes and renewals to clients, obtain orders and bind coverage with underwriters.
• Maintain a technical and service-oriented relationship with clients and underwriters.
• Provide friendly, professional service to customers and Account Executives.
• Handle routine inquiries in a timely manner to Practice Group standards.
• Identify coverage gaps and make insurance and risk management recommendations.
• Provide administrative support including invoicing, cover notes, finance contracts, and claims support.
• Ensure documents are accurate and accounts are well organized.
• Develop new business opportunities with Account Executives and prospects.
• Prepare and present client proposals or forward to Account Executives for review.

Skills

Building relationships

Time management

Attention to detail

Customer service

Team collaboration

Education

General Insurance Agent Level 2 (province)

Post Secondary Degree

CAIB / CIP / CRM (asset)

Tools

EPIC broker management system

Job description

Axis Insurance Managers Inc. in Calgary seeks a Senior Account Manager to support Account Executives, manage client relationships, and process submissions to underwriters.

You will gather underwriting information, present quotes, and bind coverage while maintaining strong service levels. The role requires deep commercial insurance knowledge, licensing eligibility in the province, and a proactive, detail‑oriented approach.