Applied Epic Expert – Insurance Agency Operations, Automation
Job Description: • Evaluate current Epic usage and identify gaps, opportunities, and required cleanup • Create and implement standard operating procedures (SOPs) for account management, policy servicing, sales, P&C workflows, Medicare workflows, and renewal processes • Configure and optimize Epic settings, including activities, templates, servicing workflows, automation triggers, and documentation standards • Design a plan for account and policy-level data cleanup to support automations and marketing tools • Build out reporting dashboards, activities, and follow-up processes that align with agency KPIs • Train staff on proper Epic use, best practices, and consistent documentation • Advise leadership on Epic capabilities, limitations, and recommended operational approach • Provide ongoing part-time support as we deploy new workflows and refine our processes Requirements: • 3+ years of deep Applied Epic experience within an insurance agency (required) • Strong understanding of personal lines and health/Medicare workflows preferred • Proven experience building agency workflows, tasking structures, automation readiness, or data clean-up initiatives • Familiarity with Epic marketing automation tools (AMA) a plus • Strong communication skills and ability to work cross-functionally with leadership, sales, and operations teams • Ability to translate operational needs into Epic configuration and real-world workflows. Benefits: • Competitive hourly rate based on experience • Contract or part-time employment arrangement available Apply tot his job