Applied Epic experience and meticulous account administration support Personal Lines service at The Axis Insurance Group. Manage documentation, claims, and renewals.

As a Personal Lines Account Manager, you handle the operational details behind an exceptional customer experience. Responsibilities include reviewing policy wordings, issuing documentation, working Accounts Receivable lists, maintaining orderly accounts, reporting claims, and updating clients. You also support underwriting and coverage placement.

Key Responsibilities:

- Issue invoices, endorsements, binders, cover notes, and policies
- Report claims to insurers and update clients on status
- Review policy wordings and prepare renewal documentation




- Work Accounts Receivable lists and maintain expiration records
- Ensure account documentation remains accurate and orderly

Requirements:

- Three to five years of Personal insurance experience
- General Insurance Agent Level II or equivalent provincial license
- Capacity to obtain a British Columbia insurance license
- Experience using Applied Epic is an asset
- CAIB, CIP, CRM, or other designation pursuit is an asset

Apply exact administration, Applied Epic knowledge, and Personal Lines insurance experience across client accounts and renewals.

📌 Insurance Account Manager Applied Epic (Vancouver)
🏢 Axis Insurance Managers
📍 Vancouver