Sr. Account Administrator, BSAA
Top Benefits
About the role
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 Great, from Great to Elite.
We’re looking for YOU**.**
As an Account Administrator a typical day might include:
- Prepares submissions for marketing purposes, negotiating terms and conditions with underwriters
- Prepares proposals for quotes and/or renewals
- Follows through and follows up with clients and underwriters on outstanding requests and information
- Obtains orders and binds coverage with underwriters
- Keeps Account Managers and Account Executives up to date on the status of client files
- Provides friendly, professional service to clients, Account Managers, and Account Executives
- Handles claims, including reporting to insurers, inputting new data, and updating clients on claims status
- Handles routine customer, Account Manager, and Account Executive inquiries/concerns in a timely manner
- Maintains expiry lists, records, and policy files, ensuring that they are organized and up to date
- Monitors and follows up on clients’ outstanding Accounts Receivable
- Works with the Accounting & Finance department to resolve accounting discrepancies and related issues.
- Ensures work is prompt, efficient, and accurate
- 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
- Manages daily administration of accounts, including correspondence; review of policy wordings, contracts, & lease agreements; and issuance of new/renewal documentation
- Issues invoices, endorsements, Cover Notes, financing contracts, etc.
- Handles accounts and general account maintenance including but not limited to SOVs and Equipment schedules; holder lists; self-audit support for the team, etc.
- 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 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:
- 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:
- At least 12 months' insurance experience
- General Insurance Salesperson Level 1 license through the Insurance Council of BC
You want a leg up?
- Active pursuit of CAIB, CRM, CIP insurance designation
- Experience using the Epic broker management system
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.
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.
About Axis Insurance Managers Inc.
Axis Insurance was formed in 2010 through an amalgamation of several BC based insurance brokerages with roots tracing to 1928. The experience of our combined 150 team members is uniquely positioned to serve Canada with risk management and insurance services.
As a result of a strong focus on our core practice industries, our experts have become thought leaders in their fields.
Through our vast network of Assurex Global partnerships, we serve both domestic and international clients. Our vision is to be the best in class in every category in our industry.
Sr. Account Administrator, BSAA
Top Benefits
About the role
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 Great, from Great to Elite.
We’re looking for YOU**.**
As an Account Administrator a typical day might include:
- Prepares submissions for marketing purposes, negotiating terms and conditions with underwriters
- Prepares proposals for quotes and/or renewals
- Follows through and follows up with clients and underwriters on outstanding requests and information
- Obtains orders and binds coverage with underwriters
- Keeps Account Managers and Account Executives up to date on the status of client files
- Provides friendly, professional service to clients, Account Managers, and Account Executives
- Handles claims, including reporting to insurers, inputting new data, and updating clients on claims status
- Handles routine customer, Account Manager, and Account Executive inquiries/concerns in a timely manner
- Maintains expiry lists, records, and policy files, ensuring that they are organized and up to date
- Monitors and follows up on clients’ outstanding Accounts Receivable
- Works with the Accounting & Finance department to resolve accounting discrepancies and related issues.
- Ensures work is prompt, efficient, and accurate
- 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
- Manages daily administration of accounts, including correspondence; review of policy wordings, contracts, & lease agreements; and issuance of new/renewal documentation
- Issues invoices, endorsements, Cover Notes, financing contracts, etc.
- Handles accounts and general account maintenance including but not limited to SOVs and Equipment schedules; holder lists; self-audit support for the team, etc.
- 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 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:
- 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:
- At least 12 months' insurance experience
- General Insurance Salesperson Level 1 license through the Insurance Council of BC
You want a leg up?
- Active pursuit of CAIB, CRM, CIP insurance designation
- Experience using the Epic broker management system
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.
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.
About Axis Insurance Managers Inc.
Axis Insurance was formed in 2010 through an amalgamation of several BC based insurance brokerages with roots tracing to 1928. The experience of our combined 150 team members is uniquely positioned to serve Canada with risk management and insurance services.
As a result of a strong focus on our core practice industries, our experts have become thought leaders in their fields.
Through our vast network of Assurex Global partnerships, we serve both domestic and international clients. Our vision is to be the best in class in every category in our industry.