Account Manager-personal Ins. Private Client

**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, Personal Lines _**_a typical day might include:_**
- In collaboration with the BSAA PL team, proactively obtains underwriting information from potential and renewal clients
- Demonstrates and applies knowledge of binding authorities & insurer portals
- Creates and sends submissions to underwriters (where re-marketing is required)
- Liaises with clients on the status of their request for coverage or renewal
- Presents quotes and/or renewals and endorsements to client, obtaining orders and binds coverage with underwriters
- Maintains a technical and service-oriented relationship with the clients and underwriters
- Keeps Account Executive(s) up-to-date on the status of client accounts
- Provides friendly, professional service to customers and Account Executive(s)
- Handles routine customer and Account Executive inquiries/concerns in a timely manner and to an agreed upon Practice Group standard
- Ensures work is prompt, efficient, and accurate
- Issues invoices, endorsements, policy documents, etc.
- Handles claims, including reporting to insurers, inputting new data, and updating clients on claims status
- Manages daily administration of accounts, including: correspondence; review of policy wordings, and issuance of new/renewal documentation
- Works Accounts Receivable lists
- Maintains expiration lists and abeyances
- Ensures all documentation are accurate and accounts are kept in an orderly manner
- 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:_**
- Providing exceptional service - _YOU_ understand that your clients are both internal & external, and you add value by ensuring they have everything they need - even when they don’t know they need it
- Staying calm in the storm - even in a pressure cooker, _YOU_ keep your cool, knowing you’ve got this
- Staying on top of priorities & managing expectations - _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 rightthe first time
- Getting stuff done - YOU proactively seek out ways to show how helpful you are

**_ 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 Alberta
- A Level I license is acceptable with commensurate experience &/or active pursuit of a Level II license
- Active pursuit of CAIB, CIP, CRM, or other insurance designations, considered an asset
- Post Secondary Degree considered an asset
- Experience using Epic broker management system an asset

**_ 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. Axis has customized medical, dental, long-term disability, AD&D, critical illness, life insurance, and EAP coverage for you & 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_**