Account Manager, Commercial Auto in Vancouver, British Columbia at Axis Insurance Managers Inc
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Job Description
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 Manager, Commercial Auto, a typical day might include:
New Business/Renewals
- Demonstrating needs-based sales behavior and builds relationships with new and existing customers, including reactive and tag-on selling, asking for referrals, generating new business, and increasing customer retention
- Maintaining a diary of prospective/current clients and follow-ups on sales leads
- Reviewing and working renewal lists, contacting clients minimum 45 days in advance
- Ensuring that all notes to file are completed after each transaction in a timely, accurate manner
Customer Service & Account Executive Support
- Providing friendly, professional service to customers and Account Executives (if applicable)
- Handling routine customer and Account Executive inquiries/concerns
- Taking, reporting, and following up on claims, as necessary
- Returning all customer inquiries in a timely manner
- Referring to all Personal & Commercial insurance enquiries and X-dates to the appropriate Account Executive, as required
- Ensuring work is prompt, efficient and accurate
Administration
- Maintaining ICBC inventory as required
- Batching and transmitting ICBC documents as required
- Closing POS machine as required
- Processing payments
- Printing and scanning files
- Ensuring all documents are accurate and accounts are kept in an orderly manner
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:
- 1-3 years’ Auto insurance experience, consistently meeting internal core competencies
- General Insurance Salesperson Level 1 license through the Insurance Council of British Columbia; equivalent license in province of residence with the ability to obtain a British Columbia license; or commitment to obtain a Level 1 license within 6 months of hire
- Post Secondary Degree considered an asset
- Experience using Epic broker management system considered an asset
- Commercial Auto insurance experience considered an asset
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.