This role requires two days per week in the office 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. …
This role requires two days per week in the office 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. …
This role requires 2 days a week in office. 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…
This role is eligible for remote work. 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 ours…
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$45k–$50k/yr
Full-time
bachelor degree
Medical Insurance, Dental Insurance, Long-term Disability, Accidental Death and Dismemberment, Critical Illness Insurance, Life Insurance
Posted 1d ago
~40 hrs/week
Responsibilities
The Account Administrator manages daily account administration, including preparing submissions, proposals, and policy documentation. They act as a liaison between clients and underwriters while handling claims and maintaining accurate records in the broker management system.
Requirements
Candidates must have at least 6 months of insurance experience and hold or be committed to obtaining a General Insurance Salesperson Level 1 license. A post-secondary degree and experience with the Epic system are considered assets.
Full job description
This role requires two days per week in the office
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:
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
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.
Embrace the opportunities of tomorrow.
Best-in-class insurance & risk management.
Industry
Insurance
Company size
201-500 employees
Founded
1928
Headquarters
Vancouver, British Columbia
LinkedIn followers
5,807
Axis Insurance is an award-winning brokerage serving local, national, and international clients with risk management and insurance services. Our professionals analyze business and personal risk to provide advice and solutions that mitigate, reduce, or transfer those risks. With roots dating back to 1928, Axis has grown into a leading national brokerage with over 450 employees, making it one of the fastest-growing insurance brokerages in the country.
Axis is a full-service brokerage firm specializing in commercial insurance, life, employee benefits, and wealth advisory services. Our success has been driven by several strategic acquisitions and strong organic growth, supported by the success of 16 specialized practice groups.
Driven by a strong corporate culture, employees at Axis have the opportunity to own equity in the firm, fostering top performance and enabling them to share in the company’s success.
At the core of our mission lies a guiding principle: we transform risk into avenues for opportunity and growth. We believe in strategically leaning into risk for business expansion, balanced by Canada’s best-in-class risk management.
Offices: 1055 Dunsmuir St, 2000, Vancouver, British Columbia V7X 1L2, CA · 2640 Beverly St, 200, Duncan, British Columbia V9L 5C7, CA · 2141 Springfield Rd, #200, Kelowna, British Columbia V1Y 7X1, CA · 4360 Agar Dr, 2nd Floor, Richmond, British Columbia V7B 1A3, CA · 575 Palmer Rd NE, 12, Calgary, Alberta T2E 7G4, CA
Embrace the opportunities of tomorrow.
Best-in-class insurance & risk management.
Industry
Insurance
Company size
201-500 employees
Founded
1928
Headquarters
Vancouver, British Columbia
LinkedIn followers
5,807
Axis Insurance is an award-winning brokerage serving local, national, and international clients with risk management and insurance services. Our professionals analyze business and personal risk to provide advice and solutions that mitigate, reduce, or transfer those risks. With roots dating back to 1928, Axis has grown into a leading national brokerage with over 450 employees, making it one of the fastest-growing insurance brokerages in the country.
Axis is a full-service brokerage firm specializing in commercial insurance, life, employee benefits, and wealth advisory services. Our success has been driven by several strategic acquisitions and strong organic growth, supported by the success of 16 specialized practice groups.
Driven by a strong corporate culture, employees at Axis have the opportunity to own equity in the firm, fostering top performance and enabling them to share in the company’s success.
At the core of our mission lies a guiding principle: we transform risk into avenues for opportunity and growth. We believe in strategically leaning into risk for business expansion, balanced by Canada’s best-in-class risk management.
Offices: 1055 Dunsmuir St, 2000, Vancouver, British Columbia V7X 1L2, CA · 2640 Beverly St, 200, Duncan, British Columbia V9L 5C7, CA · 2141 Springfield Rd, #200, Kelowna, British Columbia V1Y 7X1, CA · 4360 Agar Dr, 2nd Floor, Richmond, British Columbia V7B 1A3, CA · 575 Palmer Rd NE, 12, Calgary, Alberta T2E 7G4, CA