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.

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