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 perks, flexible work-life balance and opportunities for learning, development, growth and advancement.

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

Job Description 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 new/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]

📌 Account Administrator II (Vancouver)
🏢 Important Business
📍 Vancouver