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Axis Insurance

Account Administrator

Oakville, ON, Canada

$45,000 to $50,000 CAD / year · Full-time

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Job details

Pay: $45,000 to $50,000 CAD / year
Job type: Full-time
Apply by: Nov 25, 2026
Posting language: English
Posted: Oct 26, 2026

Original 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 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.

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More about this job

Responsibilities

Administer client insurance accounts by preparing submissions, proposals, renewals, policy documents, certificates, invoices, and endorsements, while coordinating with clients, underwriters, Account Managers, and Account Executives. Handle claims and account inquiries, maintain accurate records and files in the broker management system, and ensure requests and account tasks are completed promptly and accurately.

Requirements

Applicants need at least six months of insurance experience and a General Insurance Salesperson Level 1 license in their province, or a commitment to obtain one within the stated timeframe. Pursuit of an insurance designation and post-secondary education are assets, as is experience with the Epic broker management system.

Skills

Insurance Account Administration
Customer Service
Insurance Submissions And Renewals
Policy Administration
Claims Handling
Underwriter Negotiation
Accounts Receivable
Document Management
Data Entry
Attention To Detail
Time Management
Prioritization
Communication
Organization
Epic Broker Management System

Benefits

Medical Insurance
Dental Insurance
Long-Term Disability Insurance
Accidental Death And Dismemberment Insurance
Critical Illness Insurance
Life Insurance
Employee Assistance Program
Vacation Time
Flexible Work Options
Team-Building Events
Career Development And Leadership Opportunities
Training And Mentoring

Visa sponsorship

Not detected in the job text

Keywords

Insurance
Account Administration
Insurance Salesperson Level 1
CAIB
CIP
CRM
Epic Broker Management System
Insurance Submissions
Underwriters
Policy Renewals
Claims
Certificates Of Insurance
Endorsements
Cover Notes
Premium Finance
Accounts Receivable
Vehicle Liability Slips
MVRs
Broker Management System
Client Accounts
Policy Changes
Insurance Invoices
Equipment Schedules
Statements Of Values
Document Management
Customer Service

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