Customer Service and Account Manager

We strive to be the best in our industry, helping people protect what matters most to them. 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

Creating and sending submissions to underwriters (where re-marketing is required)
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
Providing friendly, professional service
Building relationships - with clients, with underwriters, with colleagues … YOU are a people person!
Managing your time … even in a pressure cooker, with deadlines looming, YOU keep your cool, knowing you've got this!
Working behind the scenes to ensure an exceptional customer experience … YOU know that the customer expects excellence … and so do you!
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
Experience using the Epic broker management system
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!
We pride ourselves on training and mentoring for success.
The Axis Group has customized medical, dental, long-term disability, AD&D, critical illness, EAP, and life insurance coverage for your & your family.
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 .
Axis Insurance Managers Inc. is committed to fostering a culture of mutual respect and inclusion, recognizing that our success is enhanced by diversity.