Account Administrator

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:

• Preparing submissions for marketing purposes, negotiating terms & conditions with underwriters as applicable 
• Preparing proposals for quotes and/or renewals as applicable
• Following through and follows up with clients and underwriters on outstanding requests and information
• Obtaining orders and binds coverage with underwriters as applicable
• Keeping Account Managers and Account Executives up-to-date on the status of client accounts
• Providing friendly, professional service to customers, Account Managers, and Account Executives
• Handling claims, including reporting to insurers, inputting new data, and updating clients on claims status as applicable
• Handling routine customer, Account Manager, and Account Executive inquiries and concerns in a timely manner
• Preparing pre-renewal documentation, issuing Vehicle Liability Slips, updating 21 logs with changes, ordering MVR’s, and issuing invoices as applicable
• Issuing requests to insurers for policy changes & endorsements
• Ensuring work is prompt, efficient, and accurate
• Monitoring and issuing certificate requests
• Ensuring all documents are accurate and accounts are kept in an orderly manner
• Preparing Certificates of Insurance and enclosure letters
• Obtaining Premium Finance quotes
• Reviewing policies against Cover Notes for accuracy
• Processing glass contracts, as applicable
• Managing 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 
• Issuing invoices, endorsements, Cover Notes, financing contracts, etc.  
• Working Accounts Receivable list
• Maintaining expiration lists and abeyances
• Setting up files for new accounts
• Handling files and general account maintenance including but not limited to SOVs and Equipment schedules; holder lists; self-audit support for the team; etc
• Scanning and attaches documents in broker management system as appropriate
• Documenting and reports activities in broker management system
• Processing Client Code changes when applicable
• Transcribing data to worksheets and enters data into computer for use in preparing documents and adjusting accounts
• Processing payments through Axis’ online service

Must Haves:

• Minimum 6 months of insurance experience, consistently meeting internal core competencies 
• General Insurance Salesperson Level 1 in province of residence; or commitment to obtain a Level 1 license within 3 months of hire (6 months for Ontario and Quebec license-seekers)
• Active pursuit of CAIB, CIP, CRM, or other insurance designations considered an asset
• Post Secondary Degree considered an asset
• Experience using Epic broker management system an asset

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:

• Providing exceptional service – YOU understand that your clients are both internal & external, and you add value by ensuring they have everything they need – even when they don’t know they need it!
• Staying calm in the storm – even in a pressure cooker, YOU keep your cool, knowing you’ve got this!
• Staying on top of priorities & managing expectations – 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!
• Getting stuff done – YOU proactively seek out ways to show how helpful you are!

What’s in it for YOU?

• Fun! From team-building events to contests and giveaways, we believe 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. Axis has customized medical, dental, long-term disability, AD&D, critical illness, life insurance, and EAP coverage for you & 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!

The 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.