IT Specialist

We’re seeking an experienced, strategic IT Specialist to support the company’s technology vision, infrastructure, and operations. This role is responsible for ensuring technology enables business growth, operational efficiency, data security, and an exceptional employee and client experience across the organization.

Key Responsibilities

• Implement tracking systems to ensure visibility across all IT assets and reduce operational risk
• Partner with Finance, Sales, and Operations teams to deliver accurate and timely reporting
• Oversee data integration and reporting tools tied to: Production metrics, Revenue tracking, Pipeline and performance KPIs
• Ensure data integrity across systems, particularly between Applied Epic and reporting platforms
• Lead enterprise cybersecurity strategy, including prevention, detection, and response protocols
• Ensure compliance with all applicable regulations, including: Data privacy standards, Carrier and client data protection requirements
• Oversee security tools, policies, and training programs to mitigate risk across the organization
  
  

Required Qualifications

• 10 years of progressive IT leadership experience, ideally within an insurance brokerage or similar environment
• Deep, hands-on expertise with Applied Epic (required)
• Proven experience managing multi-site / multi-state IT operations
• Strong background in: IT infrastructure and cloud environments, Systems integration and data management,
• Cybersecurity frameworks and risk management
• Experience supporting high-growth or PE-backed organizations preferred
• Demonstrated ability to align IT strategy with business outcomes
  
  

Preferred Qualifications

• Experience within the insurance, financial services, or professional services industries
• Familiarity with agency management systems, cloud‑based infrastructure, and modern collaboration tools
• Experience supporting high‑growth or private‑equity‑backed organizations
• Background in data analytics, system integrations, or technology‑enabled process improvement
  
  

Why Our Team

• Executive leadership role with direct impact on enterprise strategy and scalability
• Opportunity to modernize and shape IT capabilities in a rapidly growing organization
• Collaborative executive team and strong organizational support
• Competitive compensation and comprehensive benefits
  
  

Seniority Level

• Director
  
  

Industry

• Insurance Agencies and Brokerages
• Insurance Carriers
• Insurance
  
  

Job Functions

• Information Technology
• Project Management