Customer Service and Account Manager

The Axis Insurance Group dares to be Elite. We strive to be the best in our industry, helping people protect what matters most to them. As an Account Manager, a typical day might include:

Collaborating and regularly meeting with Account Executive(s) and the team to stay abreast of client account status
Creating and sending submissions to underwriters (where re-marketing is required)
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 makes 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
Assisting Account Executive(s) in the placement of new business opportunities. 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
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
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

Providing friendly, professional service
Staying on top of priorities & managing expectations
Working behind the scenes to ensure an exceptional customer experience

Minimum 5 years Commercial 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
CAIB, CIP, CRM or other insurance designations considered an asset
Post Secondary Degree considered an asset
Experience using EPIC broker management system an asset

Experience in Applied 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.
Axis has customized medical, dental, long-term disability, AD&D, critical illness, life insurance, and EAP coverage for you & your family.
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.