Account Manager, P&fs
3 days ago
Account Manager, Professional & Financial Services
**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:_**
- Obtaining underwriting information from potential and existing clients to submit to underwriters
- Presenting quotes &/or renewals to clients, obtaining orders, and binding coverage with underwriters
- Issuing invoices, endorsements, cover notes, financing contracts, etc.
- Inputting data on new claims and updating clients on claims status
- Handling routine customer & Account Executive inquiries
- Managing daily administration of client accounts (correspondence; policy, contract, and lease agreement wording review; policy documentation issuance)
**_
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 years of Commercial Insurance experience
- General Agent Level II Insurance license through the Insurance Council of BC
**_
You want a leg up?_**
- CAIB or CIP insurance designation
- Experience using the Epic broker management system
**_
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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