Responsibities :

• Be the expert in each department’s usage of Applied’s Epic, Brokerage Builder, Erlon, and rating systems as far as reporting, documentation, workflows, and activities in order to assist in delivering efficiencies in software to end users in client service and account management.
• Provide daily core application support for Applied’s programs, rating systems, Zywave’s products, and Erlon including upgrades.
• Review and recommend reporting capabilities of the system to enable senior management to analyze data for historical data retrieval, book of business, production, and forecasting.
• Coordinate the training of staff to get more use and efficiencies out of EPIC, BKB, Erlon and other software packages such as Word, Excel, carrier rating programs, etc.
• Review and recommend updates to workflows, form letters, proposals and renewal strategy documents and aid with implementation of a combined proposal / renewal strategy document.

This role is responsible for the integrity of these workflows and forms.

• Provide support for onboarding new team members including carrier websites, and AMS setup and training.
• Become the liaison and implementation contact with carriers for download, eDOCs, websites, suspense items.
• Provide support in maintaining the daily downloads for all divisions (including Personal Lines and Finance & Accounting), including assigning items out of suspense.
• Participate as a member of the Innovation Team.
• Work with the Technology Team in developing the annual budget for software needs.
• Train staff and provide utilization support for CSR24 / 7 and Portal.
• Assist divisions to push technology out to clients where it can be of value to them and to company.
• Research and recommend innovative solutions to further enhance current technology software portfolio.
• Work with sales manager / sales coordinator on utilization of AMS pipelines and opportunities.
• Provide technology support for connectivity issues including carrier rating systems and other programs (Total CSR, PATRA).
• Train new AMS users.
• Act in a role of agency technology support, in times of need and as directed by the leadership team; includes working on Help Desk tickets.
• Perform other duties as assigned by management.

Requirements :

• Minimum of two years of software technology experience; preferably within an insurance agency
• College degree in related field preferred
• Proficient with Microsoft Office Suite, including Word, Excel, and Outlook
• Strong attention to detail
• Resourceful, innovative approach to problem solving
• Strong communication skills both written and verbal
• Must be a team-player but can work independently to meet deadlines
• Ability to take direction yet show initiative to be proactive
• Interpersonal skills to build outstanding relationships and foster team environment
• Needs to be able to develop strategies and organize resources to execute the goals set and be able to demonstrate leadership skills
Less than 1 hour ago