Superior Insurance Partners · 1 day ago
Optimization Specialist-REMOTE or HYBRID
Chicago, IL
Full-time
Hybrid
Mid LevelSuperior Insurance Partners is a rapidly growing insurance brokerage platform focused on providing commercial lines, personal lines, and employee benefit solutions. As an Optimization Specialist, you will perform pre-Go-Live setup and conduct post-Go-Live support to enhance the features and operations of Applied Epic and related systems, ensuring agency partners achieve their goals through effective training and support.
Commercial InsuranceHealth CareInsuranceLife Insurance
Responsibilities
Setup agency partner for pre-Go-Live success via:
Gap analysis including review of legacy system for nuances and anticipated system and procedural changes
Implementation of vendor solutions (Formstack, ePay, Carrier Rater, Phone Systems, Email etc.)
Outlook within Epic, Connection Suite, and Browser Extensions
Email Signatures
Wet Signatures
Invoice Templates
CSR24 and Client Portal Setup
Epic Home Screens and System Defaults
Epic scheduled reporting and inputting into MyReports and Quick View (Communication Log, Commission Statements), adding carriers (ICOs) and brokers (PPEs), producer and carrier commission statements as needed
IT upgrades and changes as needed
Provide export and import solutions for attachments, application data, certificate holder and templates for internal conversions
Conduct post-Go-Live support including remote meetings and site visits (as needed) with agencies to provide fixes with migration and integration needs of the agency, including but not limited to:
Download and suspense cleanup
Optimization of processes, systems, and customization
Retraining on the features and operation of the Applied Epic insurance agency management system, CSR24, and other related system and vendor solutions
Assist with fixes and functionality improvement, remediation for accounting/report gaps and testing, configuration and optimization, and driving and facilitating efficiency and cost-effective solutions
Configure accounting methods and bank accounts including security, check print training, transaction imports for opening balances, prebills, and installments
Create and maintain workflows, processes and procedures, 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 conversion
Backup agency partners with short-term Account Management needs
Manage multiple projects with well-defined plans and deadlines
Evaluate results and initiate changes to help achieve organizational objectives including client retention rates of 93% or better
Qualification
Required
Advanced knowledge of Applied Epic including configuration, Indio, Applied Pay, CSR24 and related and connected software (required)
Knowledge of non-Epic agency management systems (such as AMS360, Hawksoft, QQ Catalyst, EZLynx, etc.)
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 a production service team for commercial and/or personal lines
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 Microsoft Teams
Company
Superior Insurance Partners
Superior Insurance Partners is an insurance company that provides health insurance, commercial insurance, and employee benefits services.
Founded in 2020
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Kyle Shrewsbury
Chief Executive Officer
Evan Rand
Chief Strategy Officer
Company data provided by crunchbase