Epic Life and Benefits Specialist

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 Epic Life & Benefits Specialist a typical day might include:

• Working with department managers, directors, CFO, and other stakeholders to develop, test, and implement new Epic Life & Benefits Workflows
• Configuring all areas required in Epic for Life & Benefits workflows (e.g., Policy Types, flagging, etc.)
• Working with the Epic Systems, P&C division to ensure workflows and configuration follow a consistent and repeatable philosophy
• Working with the Epic Systems, Data division on reporting and documents, as required
• Posting launch, optimizing and updating Epic Life & Benefits workflows, reports, and documents as required
• Planning, scheduling, and coordinating training on Epic system and workflows to all Life & Benefits employees, including Applied University (web) and live training
• Creating and maintaining Epic Life & Benefits training and support content, such as videos and reference materials
• Planning, scheduling, and coordinating training on Epic system and workflows to new employees, including Applied University (web) and live training
• Coordinating training to meet agency needs as identified through the Quality Assurance Program
• Participating as guest trainer in the Core Systems Competencies program, as needed
• Developing, implementing, and conducting Epic Life & Benefits Quality Assurance Program to identify training and workflow gaps

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 … know every deadline and live by your To-Do list!
• Paying attention to the little things that make a big difference … 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 … with deadlines looming, keep your cool, knowing you’ve got this!
• Proactively getting stuff done … follow up and follow through!
• Working behind the scenes to ensure an exceptional customer experience … knowing that the customer expects excellence … and so do you!

Must haves:

• Minimum 5 years’ experience in the Life & Benefits insurance industry
• 1-2 years’ experience in the Applied Epic Broker Management System, an asset
• Extensive experience with Microsoft Excel and Word
• Undergraduate University Diploma or Degree, preferably in technology or business, or equivalent experience

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. We offer 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.