A detail-oriented Systems Analyst who serves as the primary internal resource for Applied Epic. This role is responsible for day-to-day system administration, user support, workflow configuration, and continuous improvement. The analyst partners with agency departments, IT, Training, and vendors to improve operational efficiency, data quality, and consistent system use. Applied Epic is the primary responsibility; other business applications and integrations are a secondary focus. Performance Expectations/Responsibilities - Applied Epic Administration: Maintain approved system configurations, activity codes, templates, and agency settings. Coordinate user setup, access changes, and security permissions with IT and authorized business leaders.
- User Support and Troubleshooting: Serve as the first point of contact for Applied Epic questions and issues. Investigate problems, document resolutions, escalate to Applied support when needed, and keep users informed.
- Workflow Analysis and Improvement: Partner with Commercial Lines, Select Business, Personal Lines, Employee Benefits, and Accounting to improve servicing, renewal, activity, and documentation workflows. Reduce manual work and promote consistent practices.
- Requirements and Configuration: Gather and document business requirements, assess system capabilities, and translate approved needs into practical configurations and enhancements. Maintain clear process and configuration documentation.
- Data Platforms and Reporting: Use BigQuery and SQL to validate and reconcile agency data. Support integrations with Snowflake, MongoDB, and other data lake applications as needed. Partner with IT and reporting teams on data mappings, refresh issues, data quality, and analytics.
- Testing and Change Management: Document change requests, obtain required approvals, and coordinate testing and business sign-off before implementation. Evaluate releases and enhancements, validate results, and communicate changes.
- Training and Adoption: Partner with Training to develop job aids and deliver onboarding and ongoing coaching. Use recurring support issues to identify training needs and improve adoption of approved workflows.
- Acquisition Data Migration and Integrations: Coordinate acquired agency migrations into Applied Epic and reporting platforms, including extraction, mapping, cleanup, test conversions, reconciliation, sign-off, cutover, and follow-up. Support IVANS connectivity and carrier downloads; resolve download errors and data discrepancies with IT and vendors.
- Stakeholder and Vendor Coordination: Act as the liaison among business users, IT, and Applied Systems. Prioritize requests with business leaders, communicate progress and risks, and maintain support and project documentation.
Compensation & Benefits $75,000 – $85,000 annually Medical, Dental, Vision, 401k with company match Paid Time Off (PTO) Qualifications - Bachelor’s degree in Information Technology, Business Administration, or a related field, or equivalent relevant experience.
- Five or more years of experience in systems analysis, business analysis, or agency systems support, preferably within insurance.
- Demonstrated hands-on Applied Epic administration and support experience is required, including configuration, troubleshooting, and workflow support.
- Strong understanding of insurance agency operations, policy lifecycles, and servicing workflows.
- Experience gathering requirements, mapping processes, documenting solutions, and conducting user acceptance testing.
- Strong analytical, problem-solving, and communication skills, with the ability to explain system issues clearly to business users.
- Hands-on experience with Google BigQuery and SQL for data queries, validation, and reconciliation; proficiency with Microsoft Excel and Microsoft 365.
- Ability to manage competing priorities, coordinate across departments, and follow change management and data protection procedures.
- Experience with IVANS connectivity, carrier downloads into Applied Epic, and troubleshooting download errors and data discrepancies.
Preferred Skills - Experience migrating acquired agency data into Applied Epic, including source-to-target mapping, cleanup, conversion testing, reconciliation, and cutover support.
- Experience with Power BI and legacy agency systems such as Applied TAM, AMS360, or EZLynx.
- Experience with Snowflake, MongoDB, and other data lake or data integration applications, including data ingestion, transformation, and quality validation.
- Familiarity with CRM systems, SharePoint, and project tracking tools such as JIRA or similar applications.
- Experience delivering user training and supporting process standardization across multiple offices.
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