Customer Service & Account Executive Support

Collaborating with the BSAA Personal Insurance team, proactively obtains underwriting information from potential and renewal clients

Demonstrating and applying knowledge of binding authorities & insurer portals

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 and endorsements to client, obtaining orders and binds coverage with underwriters

Maintaining a technical and service-oriented relationship with the clients and underwriters

Keeping Account Executive(s) up to date on the status of client accounts

Providing friendly, professional service to customers and internal stakeholders

Handling routine customer and Account Executive inquiries/concerns in a timely manner and to an agreed upon Practice Group standard

Ensuring work is prompt, effective, and accurate

Administration

Issuing invoices, endorsements, policy documents, etc.

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

Managing daily administration of accounts, including correspondence; review of policy wordings, and issuance of new/renewal documentation

Working Accounts Receivable lists

Maintaining expiration lists and abeyances

Ensuring all documentations are accurate and accounts are kept in an orderly manner

Other duties, as assigned

You are passionate about:

Providing friendly, professional service





Making a positive difference to those around you

Sharing ideas and working with a outstanding 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:

Minimum 2-3 years of Personal Lines insurance experience, consistently meeting internal core competencies





General Insurance Agent Level II license through the Insurance Council of British Columbia or equivalent license in the individual’s province of residence, with the ability to obtain a British Columbia license

A Level I license is acceptable with commensurate experience &/or active pursuit of a Level II license

Active pursuit of CAIB, CIP, CRM, or other insurance designations, considered an asset

Post Secondary Degree considered an asset

You want a leg up?

CAIB, CIP, CRM or other insurance designations, an asset

Post Secondary Degree, considered an asset

Experience using EPIC broker management system, considered 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. 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.

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 Manager (Alberta)
🏢 AXIS Insurance
📍 Alberta