Advanced knowledge of Applied Epic and CSR24 software (required).
Demonstrated ability to problem-solve and anticipate solutions.
Experience in insurance policy lifecycle management preferably as an Account Manager or higher.
Strong administrative and computing skills, including proficiency in Microsoft Office (Word, Excel, and PowerPoint).
Effective prioritization and deadline management skills.
Professional, organized, and skilled communicator with the ability to convey ideas, concepts, and strategies to all levels of the organization.
Competence in the collaboration tool Teams.
Conduct site visits and remote meetings with agencies to provide training on service processes/procedures and workflows, the features and operation of our Applied Epic, BPOs, CSR24 and other related vendor solutions.
Maintain workflows, create job aids, and promote best practices.
Deliver both onsite and remote training courses for introductory and intermediate level users.
Provide timely and detailed responses to agency partners’ support requests.
Assist in data clean-up before and after conversions.
Manage multiple projects with well-defined plans and deadlines.
Evaluate results and initiate changes to help achieve organizational objectives.