Optimization Specialist-REMOTE or HYBRID

Advanced knowledge of Applied Epic including configuration, Indio, Applied Pay, CSR24, and related software. Knowledge of non-Epic agency management systems (e.g., AMS360, Hawksoft, QQ Catalyst, EZLynx). Experience with conversions and integration management. Demonstrated ability to problem-solve and anticipate solutions. Experience in insurance policy lifecycle management. Experience managing a book of business and/or production service team for commercial and/or personal lines. Proficiency in Microsoft Office (Word, Excel, PowerPoint). Effective prioritization and deadline management skills. Professional, organized, and skilled communicator. Competence in Microsoft Teams.

Perform pre-Go-Live setup for agencies, including gap analysis and implementation of vendor solutions. Conduct post-Go-Live support via remote meetings and site visits for fixes, migration, and integration. Provide retraining on Applied Epic, CSR24, and other system solutions. Assist with fixes, functionality improvement, accounting/report remediation, and testing. Configure accounting methods and bank accounts. Create and maintain workflows, processes, procedures, and job aids. Deliver onsite and remote training courses. Provide timely and detailed responses to agency support requests. Assist in data clean-up. Backup agency partners with Account Management needs. Manage multiple projects with deadlines. Evaluate results and initiate changes for organizational objectives.