Account Administrator

1 month ago


Oakville Ontario BB, Halton, Canada Axis Insurance Managers Inc. Full time

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 an Account Administrator, a typical day might include:

  • Provides friendly, professional service to Personal Insurance team and Account Executives (if applicable)
  • Handles routine Personal Insurance team and Account Executive inquiries/concerns in a timely manner
  • Demonstrates and applies knowledge of binding authorities & insurer portals
  • Ensures work is prompt, efficient and accurate
  • Processes insurance documents for the Personal Insurance division, following established workflows and procedures, which may include working with outsourced processing firms
  • Works with the Manager, Personal Insurance and other members of the BSAA Personal Insurance team to streamline and improve departmental processes
  • Ensures all documents are accurate and accounts are kept in an orderly manner
  • Prepares enclosure letters, processes glass contracts, issues endorsements and maintains expiration reports
  • Manages daily administration of accounts, including correspondence; review of policy wordings; and issuance of new/renewal documentation
  • Handles accounts and general account maintenance, including but not limited to ITVs; underwriting questionnaires & checklists; etc.
  • Other duties, as assigned

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 … know every deadline and live by your To-Do list
  • Paying attention to the little things that make a big difference … 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 … with deadlines looming, keep your cool, knowing you’ve got this
  • Proactively getting stuff done … follow up and follow through
  • Working behind the scenes to ensure an exceptional customer experience … knowing that the customer expects excellence … and so do you

Must haves:

  • High School Diploma (at a minimum) with appropriate work experience to support
  • Proficiency in Microsoft Office, EPIC experience an asset.
  • Commitment to providing superior customer service to a diverse clientele, recognizing and responding appropriately to business development opportunities to meet the customers’ insurance needs
  • Excellent organizational & time-management skills, with demonstrated ability to prioritize and manage multiple files and deadlines
  • Superior oral and written communication skills
  • Creative & collaborative problem-solving skills, ability to handle pressure in a time-constrained environment
  • Exceptional attention to detail Inquisitive and investigative outlook
  • Computer skills including proficiency with: Microsoft Office; client relationship management applications

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. We offer medical, dental, long-term disability, AD&D, critical illness, EAP, and life insurance coverage for you & your family.
  • Work/Life Balance. Our offices operate 8:30 am – 4:30 pm, 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.

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