Epic Trainer & Compliance Specialist

Position Overview

The Epic Trainer & Compliance Specialist plays a critical role in ensuring data integrity, operational consistency, and effective system utilization across NavSav. This position is responsible for training employees on Applied Epic, enforcing data standards, and supporting the agency's strategic reporting and dashboard initiatives.

This role bridges training, system administration, and compliance-ensuring that all data entered into Epic supports accurate reporting, reliable dashboards, and informed business decisions. The ideal candidate understands that clean data drives performance, retention insights, and growth strategy.

Key Responsibilities

Training, Onboarding & Adoption

• Deliver structured training across Applied Epic, IVANS, and NavSav operational workflows
• Lead onboarding for new hires, including:
  • Epic navigation and workflow training
  • Role-based process education (service, sales, account management)
  • Reinforcement of NavSav data standards and expectations
• Configure new users in Epic:
  • User accounts and credentials
  • Role-based security and permissions
  • Servicing roles and commission agreements
• Develop and maintain SOPs, training guides, and workflow documentation aligned with NavSav standards
• Provide ongoing coaching to ensure proper system usage and adherence to workflows
• Identify and retrain individuals or teams with inconsistent or incorrect data practices

Epic Data Integrity & Compliance

• Own and enforce data integrity standards within Applied Epic to support NavSav's reporting and operational goals
• Ensure accurate use of:
  • Line Status (NEW, REN, REW, CAN, NON, etc.)
  • Service Summary Row (SSR) Actions and flags
  • Policy, client, and activity data fields
• Monitor and audit system data to identify:
  • Missing or incomplete data
  • Incorrect statuses or misclassified business
  • Duplicate or inconsistent records
• Identify, analyze, and remediate duplicate client and policy records within Epic, including consolidation, root cause analysis, and prevention through improved workflows and training
• Partner with leadership to correct data issues and implement preventative solutions through training and process improvements
• Establish accountability by working with managers to enforce data standards across teams

Dashboard & Reporting Alignment

• Ensure all Epic data supports NavSav's sales and retention dashboard strategy, including:
  • New Business tracking
  • Renewal and Rewrite classification
  • Cancellation and retention metrics
• Validate that system activity aligns with dashboard logic and reporting criteria
• Identify discrepancies between operational activity and reported results, and drive resolution
• Support development and refinement of dashboards by ensuring underlying data is accurate and consistently entered
• Collaborate with leadership to improve reporting reliability and business insights

Epic Configuration & Workflow Standardization

• Configure and maintain Applied Epic to align with NavSav workflows and business rules
• Standardize processes across all lines of business:
  • Personal Lines
  • Commercial Lines
  • Benefits (as applicable)
• Support implementation of:
  • Workflow improvements
  • Automation opportunities
  • Data structure enhancements
• Ensure consistency in how Epic is used across all locations and teams

Operational Support & Continuous Improvement

• Act as a subject matter expert (SME) for Applied Epic and related systems
• Provide day-to-day support for system questions, troubleshooting, and best practices
• Identify inefficiencies in workflows and recommend scalable solutions
• Support agency initiatives including:
  • Data migrations and acquisitions
  • Carrier consolidation efforts
  • System integrations
• Reinforce NavSav's philosophy: the fewer hands that touch the data, the more accurate it becomes

Qualifications

• 3+ years of hands-on experience with Applied Epic (required)
• Strong understanding of insurance agency operations and policy lifecycle
• Experience in training, onboarding, or instructional development
• Deep understanding of data integrity and its impact on reporting and operations
• Strong attention to detail and ability to enforce standards
• Excellent communication and cross-functional collaboration skills

Preferred Experience

• Experience building or supporting Epic dashboards and reporting
• Familiarity with IVANS download and carrier workflows
• Experience with SOP creation and process documentation
• Background in operations, analytics, or system administration
• Experience working in a multi-location or rapidly growing agency

Success Measures

• High data accuracy and consistency across Epic
• Strong alignment between Epic data and dashboard reporting
• Reduction in data errors, duplicates, and rework
• Improved retention and new business reporting accuracy
• Faster onboarding and increased employee Systems proficiency
• Increased adoption of standardized workflows across NavSav

Why This Role Matters at NavSav

At NavSav, data integrity is not optional-it is foundational. This role ensures that every policy, transaction, and activity entered into Epic directly supports:

• Accurate performance tracking
• Reliable retention metrics
• Scalable growth and acquisitions
• Operational efficiency across all teams

This position is essential to transforming Epic from a system of record into a true system of insight and accountability.