Account Manager, Personal lines

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 Personal lines Account Manager, a typical day might include:

• Collaborating with the BSAA PL team, proactively obtains underwriting information from potential and renewal clients
• Demonstrating and applying knowledge of binding authorities & insurer portals
• Creating and sending submissions to underwriters (where re-marketing is required)
• 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
• Issuing invoices, endorsements, policy documents, etc.
• 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

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 2-3 years’ of Personal insurance experience, consistently meeting internal core competencies
• General Insurance Agent Level 2 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
• A Level I license is acceptable with commensurate experience &/or active pursuit of a Level II license

You want a leg up?

• CAIB or CIP insurance designation
• Experience using the Epic broker management system

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.