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Axis Insurance

Account Manager, Private Client

Burlington, ON, Canada

$70,000 to $80,000 CAD / year · Full-time

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Job details

Pay: $70,000 to $80,000 CAD / year
Job type: Full-time
Apply by: Nov 27, 2026
Experience: Minimum 5 years’ Personal insurance experience, consistently meeting internal core competencies
Posting language: English
Posted: Oct 28, 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 Manager, Private Client a typical day might include:

Customer Service & Account Executive Support

Collaborating and regularly meeting with Account Executive(s) and the BSAA Personal Insurance team to stay abreast of client file status
Collaborating with the BSAA Personal Insurance team, proactively obtains underwriting information from potential and renewal clients
Demonstrating and applying an in-depth knowledge of binding authorities, insurer portals, and risk management principles
Negotiating new & renewal business terms with insurers
Working collaboratively with MGAs, as needed
Liaising with clients on the status of their request for coverage or renewal
Presenting quotes and/or renewals and endorsements to client, obtaining orders and binds coverage with underwriters
Maintaining a technical and service-oriented relationship with the clients and underwriters
Keeping Account Executive(s) up to date on the status of client accounts
Providing friendly, professional service to customers and Account Executive(s)
Handling routine customer and Account Executive inquiries/concerns in a timely manner and to an agreed upon Practice Group standard
Ensuring work is prompt, efficient, and accurate

Administration

Issuing invoices, endorsements, policy documents, etc.
Creating Binders and Cover Notes, as needed
Handling claims, including reporting to insurers, inputting new data, and updating clients on claims status
Managing daily administration of accounts, including correspondence; review of policy wordings, and issuance of new/renewal documentation
Working Accounts Receivable lists
Maintaining expiration lists and abeyances
Ensuring all documentation are accurate and accounts are kept in an orderly manner
Training and onboards new Account Managers
Other duties, as assigned

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:

Minimum 5 years’ Personal insurance experience, consistently meeting internal core competencies
General Insurance Agent Level II license through the Insurance Council of British Columbia or equivalent license in the individual’s province of residence, with the ability to obtain a British Columbia license
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

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.

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More about this job

Responsibilities

Manage private client insurance accounts by coordinating with clients, account executives, insurers, and MGAs on new and renewal coverage, quotes, endorsements, and underwriting information. Handle policy and claims administration, account documentation, receivables, client inquiries, and support the onboarding and training of new account managers.

Requirements

Requires at least five years of personal insurance experience and a General Insurance Agent Level II license through the Insurance Council of British Columbia, or an equivalent provincial license, with the ability to obtain a British Columbia license. Pursuing an insurance designation is an asset, as are post-secondary education and experience with the Epic broker management system.

Skills

Personal Insurance
Customer Service
Account Management
Client Relationship Building
Insurance Underwriting
Negotiation
Risk Management
Policy Administration
Claims Handling
Insurance Documentation
Accounts Receivable
Time Management
Prioritization
Attention To Detail
Epic Broker Management System
Team Collaboration

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Personal Insurance
Private Client Insurance
Account Management
Customer Service
Account Executive Support
Underwriting
Binding Authorities
Insurer Portals
Risk Management
Insurance Negotiation
Managing General Agents
Quotes
Renewals
Endorsements
Claims Reporting
Policy Documentation
Binders
Cover Notes
Accounts Receivable
Expiration Lists
Abeyances
Epic Broker Management System
CAIB
CIP
CRM

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