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.
Role Overview
As a Manager, Systems Epic Accounting, a typical day might include:
- Performing annual staff Performance Development Plan reviews, and making recommendations when required.
- Approving, monitoring, and tracking department vacation, sick days, and remote workdays for direct reports, providing quarterly summaries to the VP, Business Systems, and approving any staff expenses, including continuing education courses for direct reports.
- Providing a work environment that is supportive of the productivity & morale of all staff.
- Conducting process and needs assessments, initiating and implementing initiatives for continuous improvement.
- Working with the Director of Finance and Controller of Finance to facilitate new/improved Epic workflows, policies, procedures, and best practices.
- Coordinating and launching new Epic Accounting initiatives, and acting as Epic Accounting subject matter expert for inter-department initiatives as required.
- Managing Epic Training and Onboarding processes for new and acquired Accounting hires.
- Managing Epic access for Accounting & Finance employees, including Employee configuration, Security groups, Visibility groups, etc.
- Managing all Epic Structure configuration and associated Spreadsheets, Epic Company and Broker configuration, including Commission Agreements and Payable Contracts, Employee Commission Agreement configuration and Epic Invoice and Statement layouts.
- Managing setting up and configuration for all accounting and payment software Epic integrations.
- Consulting in all other areas of Epic requiring Accounting Epic expertise, including GL configuration, expense management, payables management, and non-client receivables management.
Must Haves:
- Undergraduate University Diploma or Degree, preferably in technology or business, or equivalent experience.
- Minimum 5-10 years experience as a staff accountant or bookkeeper with full cycle knowledge.
- Minimum 2-3 years' experience in the accounting department at an Epic insurance agency.
- Strong analytical skills and attention to detail.
- Excellent communication and interpersonal skills.
You want a leg up?
- Accounting certification such as Chartered Professional Accountant, or working towards, is 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.