Business Name: (legal and operating name) Axis Insurance Managers Inc.

Position Title: Account Administrator II

Number of Available Position(s): 1

Terms of Employment: Permanent

Hours per week: 35

Wage: $71,000-$75,000

Benefits: extended health and dental, health care spending account, critical illness, LTD, Life, AD&D;, Employee Assistance Program

Language of work: English

Company Business Address: 2000-1055 Dunsmuir St, Vancouver, BC V7X 1L2

Work Location: 2000-1055 Dunsmuir St, Vancouver, BC V7X 1L2

Other: employee is expected to be in office at least three days a week

Company Profile:

Axis Insurance excels in providing bespoke, innovative insurance solutions. One of Canada’s leading independent brokerages, with over 375 employees and a full range of services including commercial insurance, personal insurance, life, employee benefits, and wealth advisory. We offer competitive wages, comprehensive benefits, flexible work-life balance and opportunities for learning, development, growth and advancement.

Axis Insurance company website: https://axisinsurance.ca/company/

and Responsibilities:

Customer Service & Account Executive Support

- Prepares submissions for marketing purposes, negotiating terms & conditions with underwriters as applicable
- Sell insurance to clients
- Prepares proposals for quotes and/or renewals as applicable
- Follows through and follows up with clients, obtaining orders and binding coverage with underwriters
- Keeps Account Managers and Account Executives up-to-date on the status of client accounts
- Provides friendly, professional service to customers, Account Managers, and Account Executives
- Handles claims, including reporting to insurers, inputting new data, and updating clients on claims status when applicable
- Handles routine customer, Account Manager, and Account Executive inquiries and concerns in a timely manner
- Ensures work is prompt, efficient, and accurate
- Prepares pre-renewal documentation, issuing Vehicle Liability Slips, updating 21 logs with changes, ordering MVR's, and issuing invoices as applicable
- Issue requests to insurers for policy changes & endorsements

Administration





- Monitors and issues certificate requests
- Ensures all documents are accurate and accounts are kept in an orderly manner
- Prepares Certificates of Insurance and enclosure letters
- Obtains Premium Finance quotes
- Reviews policies against Cover Notes for accuracy
- Processes glass contracts when applicable
- Manages daily administration of accounts, including correspondence; policy review; issuance of certificates referencing contracts/leases; and issuance of current/renewal documentation, at direction of Account Manager or Account Executive
- Issues invoices, endorsements, Cover Notes, financing contracts, etc.
- Works accounts receivable lists
- Maintains expiration lists and abeyances
- Sets up files for new accounts
- Handles files and general file maintenance including but not limited to SOVs and Equipment schedules; holder lists; self-audit support for the team; etc.
- Scans and attaches documents in broker management system as appropriate
- Documents and reports activities in broker management system
- Processes Client Code changes when applicable
- Transcribes data to worksheets and enters data into computer for use in preparing documents and adjusting accounts
- Processes payments through Axis' online service
- other duties, as assigned

Team Support

- Leads by example, being a positive role model
- Contributes to a positive team environment by working efficiently, professionally, and in a friendly manner
- Improves our organization by sharing ideas and opinions, contributing, and building communication in all directions and at all levels
- Assists others as needed and performs other duties as assigned

Skills and Knowledge

- Minimum 4 years’ commercial insurance experience,



consistently meeting internal core competencies
- Commitment to providing superior customer service to a diverse clientele, recognizing and responding appropriately to business development opportunities to meet the customers' insurance needs
- Excellent organizational & time-management skills, with demonstrated ability to

prioritize and manage multiple files and deadlines

Initiative and team-player mindset, with demonstrated commitment to clear, concise, and open communication

- Superior oral and written communication skills
- Active listening and objection-handling skills
- Creative & collaborative problem-solving skills
- Ability to handle pressure in a time constrained environment
- Exceptional attention to detail
- Inquisitive and investigative outlook
- Ability to work both collaboratively and independently as circumstance requires
- Computer skills including proficiency with: Microsoft Office; client relationship management applications; multi-tasking applications; efficient desktop set up; screen-sharing; hot keys; effective search functionality
- Insurance experience with:
- Commercial Lines policies, including how to navigate the wordings
- SOVs
- Invoicing, Premium Financing, and account reconciliation
- Binder and Cover Note administration
- Certificates of Insurance and insurance contract stipulations
- Policy checking against quotes & cover note/binder
- BOR processes

Education Requirements:

- General Insurance Agent Level II license through the Insurance Council of British Columbia.
- Active pursuit of CAIB, CIP, CRM, or other insurance designations considered an asset
- Successful applicants must pass a Microsoft proficiency exam and a CCAT exam.
- Post Secondary Degree required
- Experience using Epic broker management system required.

Contact information/how to apply: https://axisinsurance.ca/careers/

Email resume to: Talent Acquisition <[email protected]>

Pay: $71,000.00-$75,000.00 per year

Benefits

- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance

Work Location: In person

📌 Account Administrator II (Vancouver)
🏢 Axis Insurance Managers
📍 Vancouver