Senior 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 a Senior Account Manager, a typical day might include:

Customer Service & Account Executive Support

• Collaboratively and regularly meets with Account Executive(s) and the team to stay abreast of client account status
• Proactively obtains underwriting information from potential and renewal clients
• Creates and sends submissions to underwriters (where re-marketing is required)
• Liaises with clients on the status of requests for coverage or renewal
• Presents quotes and/or renewals to clients, obtaining orders and binding coverage with underwriters
• Maintains a technical and service-oriented relationship with the clients and underwriters
• Provides friendly, professional service to customers and Account Executives
• Handles routine customer and Account Executive inquiries/concerns in a timely manner and to an agreed upon Practice Group standard
• Proactively identifies coverage gaps and makes insurance and risk management recommendations
• Provides 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

• Assists Account Executive(s) in the placement of new business opportunities.

Marketing

• Provides marketing and policy rating services
• Liaises with Account Executives to discuss client needs and make recommendations regarding terms and conditions obtained
• Provides ongoing servicing as required
• Negotiates mid-term changes with insurers
• Prepares submissions to insurers and proposals for clients
• Creates and follows up on abeyances and documentation requests
• Attends client meetings, as required

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 time … even 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 excellence … and so do you!

Must haves:

• At least 5 years of Commercial Insurance experience
• Experience handling a book in with over $1,000,000 in revenue
• General Agent Level II Insurance license through the Insurance Council of BC
  

• Insurance experience in CGL, property & equipment breakdown, SOVs, working with MGAs, submissions, marketing & proposals, claims

You want a leg up?

• CAIB or CIP insurance designation
• Experience using the Epic broker management system
• Insurance experience in Professional liability, D&O, and Financial Lines.

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!

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.