Commercial Lines Account Manager

1 month ago


Oakville, Canada Axis Insurance Managers Inc Full time

The Broking Services & Account Administration team is responsible for the placement of all Axis Insurance Managers’ Commercial and Personal Lines business into the insurance Market and for the management of its current Commercial and Personal Lines accounts. The Account Manager works closely with Account Executives, the Team Lead, and other Practice Group members on existing and developing portfolios of Commercial insurance business, including new business opportunities; cross
- and up-sell opportunities; and other initiatives, as well as liaising with clients and insurance markets on both new and renewal business.

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 Manager, a typical day might include:_
- Collaboratively and regularly meeting with Account Executive(s) and the team to stay abreast of client account status
- Proactively obtains underwriting information from potential and renewal clients
- Creating and sending submissions to underwriters (where re-marketing is required)
- Liaising with clients on the status of requests for coverage or renewal
- Presenting quotes and/or renewals to clients, obtaining orders and binding coverage with underwriters
- 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.
- Managing daily administration of client accounts (correspondence; policy, contract, and lease agreement wording review; policy documentation issuance; account receivables lists)

New Business Placement
- Assisting Account Executive(s) in the placement of new business opportunities.
- 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 timeeven 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 excellenceand so do you
- Must haves:_
- At least 3-5 years of Commercial Insurance experience
- RIBO License
- Insurance experience in CGL, property & equipment breakdown, SOVs, working with MGAs, submissions, marketing & proposals, claims
- Experience in International Business, both direct placement and reverse flow accounts, preferred
- You want a leg up?_
- CAIB or CIP insurance designation
- Experience using the Epic broker management system
- Insurance experience in D&O, cyber, and other specialty lines, rate sheets, including split rating, process of learning/understanding clients’ operations, pre-underwriting process for the practice group’s specialty industry/industries
- 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_



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