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 Excellent, from Great to Elite.We're looking for YOU.As an Account Manager, Personal lines a typical day might include:Collaborating and regularly meeting with Account Executive(s) and the BSAA Personal Insurance team to stay abreast of client file statusCollaborating with the BSAA Personal Insurance team, proactively obtaining underwriting information from potential and renewal clientsDemonstrating and applying an in-depth knowledge of binding authorities, insurer portals, and risk management principlesNegotiating new & renewal business terms with insurersWorking collaboratively with MGAs, as neededLiaising with clients on the status of their request for coverage or renewalPresenting quotes and/or renewals and endorsements to clients, obtaining orders and binds coverage with underwritersMaintaining a technical and service-oriented relationship with the clients and underwritersKeeping Account Executive(s) up to date on the status of client accountsProviding friendly, professional service to customers and Account Executive(s)Handling routine customer and Account Executive inquiries/concerns in a timely manner and to an agreed upon Practice Group standardEnsuring work is prompt, efficient, and accurateAdministrationIssuing invoices, endorsements, policy documents,



etc.Creating Binders and Cover Notes, as neededHandling claims, including reporting to insurers, inputting new data, and updating clients on claims statusManaging daily administration of accounts, including correspondence; review of policy wordings, and issuance of new/renewal documentationWorking Accounts Receivable listsMaintaining expiration lists and abeyancesEnsuring all documentation are accurate and accounts are kept in an orderly mannerTraining and onboarding new Account ManagersOther duties, as assignedYou are passionate about:Providing friendly, professional serviceMaking a positive difference to those around youSharing ideas and working with a great team of proactive, innovative thinkersLearning, growing, and pushing past barriersLiving with integrityTaking ownership of your work and actionsYou'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 5 years' Personal insurance experience, consistently meeting internal core competenciesGeneral 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 licenseActive pursuit of CAIB, CIP, CRM, or other insurance designations, considered an assetPost Secondary Degree considered an assetExperience using Epic broker management system an assetWhat'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.

📌 Account Manager (Oakville)
🏢 AXIS Insurance
📍 Oakville