01Overview
About the Role:We are seeking an experienced
Insurance Specialistwith strong knowledge of the
US insurance industryspecifically in
personal and/or commercial linesto join our growing team. The ideal candidate has hands-on experience with
Applied Epic (Epic)and a solid understanding of agency workflows, from policy administration to client servicing.
If you already have
training or mentorship experience, thats a huge plus. If not, well provide the training needed for you to grow into a
Trainer/Process Expertwithin our organization.
This is a great opportunity for someone whos highly detail-oriented, tech-savvy, and passionate about process improvement and client service in the insurance field.
Key Responsibilities
Manage day-to-day insurance operations inApplied Epic, including data entry, renewals, policy issuance, and client updates.Support bothPersonal Lines and Commercial Linesinsurance workflows.Ensure data accuracy across all client and policy records.Communicate with underwriters, agents, and clients to ensure timely processing and issue resolution.Create, update, and maintain process documentation and training materials.Collaborate with the leadership team to streamline agency operations.(If Trainer role): Conduct internal training sessions on Epic, insurance workflows, and best practices for new hires or client teams.Qualifications2+ years of experiencein the
US insurance industry(personal or commercial lines).Strong working knowledge ofApplied Epic(required).Experience with agency management systems, policy administration, and insurance documentation.Excellent communication and written English skills.Strong organizational skills and attention to detail.Ability to multitask and prioritize in a fast-paced environment.Tech-savvy and comfortable with remote collaboration tools (Teams, Slack, etc.).Training or coaching experience (preferred, but not required).Preferred Skills
Prior experience in insurance operations, policy servicing, or account management.Experience developing training materials or standard operating procedures.Familiarity with other AMS platforms (HawkSoft, Vertafore, EZLynx, etc.) is a plus.This is a full time role
$6-7/hr
100% Remote Job
Originally posted on .
