Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
Tailor your resume to this Account Administrator role.
Rezi rewrites your resume against Axis Insurance Managers Inc's job description. Free.
Tailor your resume to this Account Administrator role.
Rezi rewrites your resume against Axis Insurance Managers Inc's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Account Administrator posting at Axis Insurance Managers Inc — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Account Administrator posting at Axis Insurance Managers Inc — free, in seconds.
About the Role
Axis Insurance Managers Inc. is committed to being the best in the industry by helping people protect what matters most. We are looking for individuals who are passionate about their work, make a difference, and are continuously growing from good to great.
Responsibilities
- Prepare submissions for marketing purposes and negotiate terms with underwriters.
- Prepare proposals for quotes and/or renewals.
- Follow up with clients and underwriters on outstanding requests and information.
- Obtain orders and bind coverage with underwriters.
- Keep Account Managers and Account Executives updated on client file status.
- Provide friendly, professional service to clients, Account Managers, and Account Executives.
- Handle claims, including reporting to insurers, inputting data, and updating clients on status.
- Handle routine customer, Account Manager, and Account Executive inquiries in a timely manner.
- Maintain documentation within the broker management system, ensuring client files are up to date.
- Prepare pre-renewal documentation, issue Vehicle Liability Slips, update 21 logs, order MVRs, and issue invoices.
- Issue requests to insurers for policy changes and endorsements.
- Monitor and follow up on clients’ outstanding Accounts Receivable.
- Work with the Accounting & Finance department to resolve discrepancies.
- Ensure work is prompt, efficient, and accurate.
- Monitor and issue certificate requests.
- Ensure all documents are accurate and accounts are kept in an orderly manner.
- Prepare Certificates of Insurance and enclosure letters.
- Obtain Premium Finance quotes.
- Review policies against Cover Notes for accuracy.
- Process glass contracts.
- Manage daily administration of accounts, including correspondence, policy review, issuance of certificates, referencing contracts/leases, and issuance of new/renewal documentation.
- Issue invoices, endorsements, Cover Notes, financing contracts, etc.
- Work Accounts Receivable lists.
- Maintain expiration lists and abeyances.
- Set up files for new accounts.
- Handle accounts and general account maintenance including SOVs and Equipment schedules, holder lists, and self-audit support.
- Scan and attach documents in broker management system.
- Document and report activities in broker management system.
- Process Client Code changes.
- Transcribe data to worksheets and enter data into computer for document preparation and account adjustment.
- Process payments through Axis’ online service.
- Perform other duties as assigned.
Requirements
- Minimum 12 months’ insurance experience, consistently meeting internal core competencies.
- General Insurance Salesperson Level 1 in province of residence.
- Commitment to obtain, within 12 months of hire, a Level 2 Insurance Agent license in provinces outside of Ontario.
- Active pursuit of CAIB, CIP, CRM, or other insurance designations is considered an asset.
- Post Secondary Degree is considered an asset.
- Experience using Epic broker management system is an asset.
Skills
- Building relationships with clients, underwriters, and colleagues.
- Managing priorities and deadlines.
- Attention to detail.
- Time management.
- Proactive follow-up and follow-through.
- Ensuring exceptional customer experience.
- Providing friendly, professional service.
- Making a positive difference.
- Sharing ideas and working with a team.
- Learning and growing.
- Living with integrity.
- Taking ownership of work and actions.
Location
- Onsite
Work Type
- Full-time
Experience Level
- Minimum 12 months insurance experience
Education Level
- Post Secondary Degree considered an asset
Benefits
- Competitive Employee Benefits Plan including medical, dental, long-term disability, AD&D, critical illness, EAP, and life insurance coverage.
- Competitive vacation time.
- Flex work options.
About the Company
- 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.
Equal Opportunity
- 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.