Agency Management System Manager

Superior Insurance Partners LLC•Chicago, IL

About The Position

We are seeking a highly detail-oriented and systems-driven Agency Management Systems Manager to support agency integration across Superior’s growing platform. This role partners closely with the VP of Information and Systems and cross-functional teams to ensure smooth AMS and accounting integrations for newly acquired agencies. This individual will become a subject matter expert in agency management systems and financial workflows, driving accuracy, efficiency, and scalable processes in a fast-paced, acquisition-driven environment.

Requirements

Strong experience with Integration Workbooks (DCW and Old/New lists)
Experience entering and testing DCCRs
Experience setting up Employees and commission agreements in Epic
Experience setting up Companies in Epic and understanding company vs. broker distinctions
Experience running reports in Epic
Advanced Excel skills, including pivot tables

Nice To Haves

Background in insurance agency accounting
Experience with Applied Epic or other agency management systems
Experience supporting M&A integrations
Experience working in a high-growth or acquisition-driven environment

Responsibilities

Utilize Integration Workbooks, including DCW and Old/New lists, to ensure accurate data mapping and migration
Enter and test DCCRs to validate data integrity and system accuracy
Perform AMS data entry and reconciliation during integrations
Set up Companies within Epic and understand the distinction between companies and brokers
Run reports in Epic to validate data accuracy and support financial review
Provide ongoing AMS and accounting support post-integration
Set up Employees within Epic, including accurate entry of commission agreements
Ensure commission structures are aligned with contracts and financial reporting
Support payroll, billing, and compensation workflows as part of integration
Develop deep expertise in: Agency Management Systems (Applied Epic and other AMS platforms), Billing workflows, Financial reporting systems
Drive efficiencies by leveraging technology and improving workflows
Become a go-to authority on financial and agency management systems across Superior
Optimize relationships with: Agency principals and employees, Internal leadership teams
Act as a mentor to systems staff