Kite Technology Group · 13 hours ago
Agency Virtual Administrator - Applied Epic
United States
Full-time
Remote
Entry Level
$45K/yr - $55K/yr
1+ years expKite Technology Group is seeking a detail-oriented and proactive Agency Virtual Administrator to join their consulting team. The role involves providing high-quality virtual administration support for insurance agency clients using Applied Epic, ensuring efficient operations and excellent customer service.
Cloud Data ServicesConsultingCyber SecurityInformation ServicesInformation Technology
Hiring Manager
Monica Trevino, CIC
Responsibilities
Provide day-to-day virtual system administration support for clients using Applied Epic
Participate in regularly scheduled virtual meetings with clients
Securely handle sensitive and important information on behalf of agency clients
Set up, run, and review reports and offer guidance to agency clients
Facilitate processes within Applied Epic including user management, security settings, and configuration with attention to detail
Help in configuring, maintaining, and troubleshooting templates
Monitor system performance and escalate issues as needed
Document system changes and project progress
Meet scorecard goals related to efficiency, quality, training/development, and customer satisfaction
Demonstrate willingness to learn new products and capabilities within Applied Epic and supported projects
Perform other related duties as assigned
Qualification
Required
Understanding of insurance agency operations and workflows
Strong ability to prioritize and work independently while handling multiple client requests
Excellent organizational and customer service skills
Effective written and verbal communication abilities
Self-motivated with ability to work independently and as part of a remote team
Proficient with M365 tools (Outlook, Excel, Teams, etc.)
Possess reliable home internet connection for video meetings and a dedicated workspace
Willingness and experience employing all elements of virtual meeting tools (i.e. cameras, meeting software, self-service appointment setting) to maximize the virtual experience for clients
Preferred
1–3 years of agency experience working with Applied Epic or similar agency management systems
P&C Insurance license or the ability to get licensed
Company
Kite Technology Group
Kite Technology Group provides managed IT services and consulting to businesses across the country.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Daniel Gilbert
Chief Operating Officer
Jason Gobbel
Chief Solutions Officer
Company data provided by crunchbase