Account Administrator (British Columbia)

Account Administrator (British Columbia)

11 Aug
|
Axis Insurance Managers
|
British Columbia

11 Aug

Axis Insurance Managers

British Columbia

Salary Range: $50,000.00 To $60,000.00 Annually

This role requires two days per week in the office

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 Positive 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 as applicable

Preparing proposals for quotes and/or renewals as applicable

Following through and follows up with clients and underwriters on outstanding requests and information

Obtaining orders and binds coverage with underwriters as applicable

Keeping Account Managers and Account Executives up-to-date on the status of client accounts

Providing friendly, professional service to customers, Account Managers, and Account Executives

Handling claims, including reporting to insurers, inputting new data, and updating clients on claims status as applicable

Handling routine customer, Account Manager, and Account Executive inquiries and concerns in a timely manner

Preparing pre-renewal documentation, issuing Vehicle Liability Slips, updating 21 logs with changes, ordering MVR's, and issuing invoices as applicable

Issuing requests to insurers for policy changes & endorsements

Ensuring work is prompt, efficient, and accurate

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

Processing glass contracts, as applicable

Managing daily administration of accounts, including correspondence; policy review; issuance of certificates referencing contracts/leases; and issuance of new/renewal documentation, at direction of Account Manager or Account Executive

Issuing invoices, endorsements, Cover Notes, financing contracts, etc.

Working Accounts Receivable list

Maintaining expiration lists and abeyances

Setting up files for current accounts

Handling files and general account maintenance including but not limited to SOVs and Equipment schedules; holder lists; self-audit support for the team; etc

Scanning and attaches documents in broker management system as appropriate

Documenting and reports activities in broker management system

Processing Client Code changes when applicable

Transcribing data to worksheets and enters data into computer for use in preparing documents and adjusting accounts

Processing payments through Axis' online service

Must Haves:

Minimum 6 months of insurance experience, consistently meeting internal core competencies

General Insurance Salesperson Level 1 in province of residence; or commitment to obtain a Level 1 license within 3 months of hire (6 months for Ontario and Quebec license-seekers)

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

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 right … the first time!

Getting stuff done – YOU proactively seek out ways to show how helpful you are!

What's in it for YOU:

Fun! From team-building events to contests and giveaways, we believe 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!
The 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.

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📌 Account Administrator (British Columbia)
🏢 Axis Insurance Managers
📍 British Columbia

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