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Gregory & Appel · 6 hours ago

Applied Epic Systems Administrator

Indianapolis, IN

Full-time

Hybrid

Senior Level

5+ years exp

Gregory & Appel is a growing organization that supports a growth mindset and collaborates cross-functionally. The Applied Epic Systems Administrator role involves being the technical and functional subject matter expert for the Applied Epic agency management system, overseeing system administration, configuration, governance, and optimization.

B2BFinancial ServicesHuman Resources

Hiring Manager

David Luna

Responsibilities

Serve as the agency-wide administrator and primary subject-matter expert for Applied Epic system

Configure and maintain workflows, activities, templates, forms, document management, automation, and dashboards

Administer system security, user access, permissions, and role-based controls

Lead system testing, updates, upgrades, and rollouts to ensure smooth adoption

Monitor system performance and proactively identify enhancement opportunities

Coordinate with Applied Systems and third-party vendors for troubleshooting and support

Align Epic workflows with operations processes, including: endorsements, renewals, certificates, claims, audits

Support producer and account management workflows

Translate business needs into scalable system solutions

Identify and implement automation opportunities to improve efficiency and consistency

Ensure accurate processing of carrier downloads, policy data, and commission information

Establish and enforce Epic documentation standards and required fields

Perform regular data audits, cleanup initiatives, and quality assurance reviews

Support carrier audits, regulatory requirements, and internal compliance reviews

Maintain audit trails and system controls to mitigate E&O exposure

Design and deliver role-based Applied Epic training for new hires and existing colleagues

Develop and maintain SOPs, job aids, workflow guides, and training documentation

Provide advanced troubleshooting and coaching support

Reinforce consistent Epic usage and best practices across all departments

Build, maintain, and enhance Epic reports and dashboards

Provide operational, compliance, and performance insights to leadership

Support carrier reporting, audits, and internal reviews

Partner with leadership to develop system-driven KPIs and metrics

Oversee integrations with third-party tools (eSignature, rating platforms, document management, VOIP, etc.)

Manage vendor relationships related to AMS tools and integrations

Support data migrations, acquisitions, and book rolls into Epic

Act as the liaison between operations, sales, finance/accounting, IT partners, vendors, and Applied Systems

Qualification

Applied Epic expertiseCommercial P&C insurance knowledgeComplianceRisk managementTrainingWorkflow optimizationData integrityMentoringClear communicationProblem-solving skillsCollaboration skills