Account Manager II

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. 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 II, a typical day might include:***

• Collaborating and regularly meeting with Account Executive(s) and the team to stay abreast of client account status
• Proactively obtain 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 their request for coverage or renewal
• Presenting quotes and/or renewals to clients, obtaining orders and binding coverage with underwriters
• Maintaining service-oriented relationship with clients and underwriters
• Providing friendly, professional service to customers and Account Executives
• Cross Selling and Upselling on existing clients
• Attending client meetings, as required
• Issuing invoices, endorsements, cover notes, financing contracts, etc.
• Managing daily administration of accounts, including correspondence; review of policy wordings, contracts, & lease agreements; and issuance of new/renewal documentation
• Handling claims, including reporting to insurers, inputting new data, and updating clients on claims status when applicable
• Marketing (when applicable), providing marketing and policy rating services
• Liaising with Account Executives to discuss client needs and make recommendations regarding terms and conditions obtained

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

• Organization Organization Organization
• Staying on top of priorities & managing expectations
• Paying attention to the little things that make a big difference
• Getting stuff done
• Working behind the scenes to ensure an exceptional customer experience

Must Haves

• Minimum 3-5 years Commercial insurance experience, consistently meeting internal core competencies
• General Insurance Agent Level 2 license in the individual's province of residence, with the ability to obtain a British Columbia license. Level 1 is sufficient for RIBO.
• CAIB, CIP, CRM, or other insurance designations considered an asset
• Post-Secondary Degree considered an asset
• Experience using Epic broker management system an asset

You want a leg up?

• Experience in Applied Epic broker management system

What's in it for YOU?

• Fun From teambuilding 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. 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.***