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Account Administrator

3 weeks ago

Oakville, Ontario, Canada Axis Insurance 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:

  • Preparing submissions for marketing purposes, negotiating terms & conditions with underwriters
  • Preparing proposals for quotes and/or renewals
  • Following through and follows up with clients, obtaining orders and binding coverage with underwriters
  • Keeping the Account Executives up-to-date on the status of client files
  • Providing friendly, professional service to customers, Account Managers, and Account Executives
  • Issuing automobile liability slips
  • Handling routine customer, Account Manager, and Account Executive inquiries and concerns in a timely manner
  • Monitoring and issuing certificate requests
  • Ensuring all documents are accurate and accounts are kept in an orderly manner
  • Preparing Certificates of Insurance and enclosure letters
  • Obtaining Premium Finance quotes
  • Reviewing policies against Cover Notes for accuracy
  • Managing daily administration of accounts, including correspondence; review of policy wordings, contracts, & lease agreements; and issuance of new/renewal documentation
  • Issuing invoices, endorsements, Cover Notes, financing contracts, etc.
  • Working accounts receivable lists
  • Maintaining expiration lists and abeyances
  • Handling files and general file maintenance including but not limited to SOVs and Equipment schedules, holder lists, self-audit support for the team, etc.

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:

  • Minimum 6 months of insurance experience, consistently meeting internal core competencies
  • RIBO 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. We offer 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

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.