Applied Epic Expert (Insurance Agency Operations & Automation)
About The Position
Insurance Lounge is a multi-line insurance agency (P&C, Medicare, Life, Health, Retirement) focused on modernization, data integrity, and building efficient, scalable workflows. We are actively transitioning from basic Applied Epic usage into a fully optimized environment that supports automations, marketing integrations, reporting, and a clean, reliable client record. Role Overview We are seeking a part-time Applied Epic expert to guide our leadership and team in designing, implementing, and standardizing agency-wide use of Epic. This person will function as our subject-matter expert, advisor, and hands-on builder—ensuring we are utilizing Epic in the same way high-performing insurance agencies do. You will help us evolve from “light use” to full operational adoption, including workflows, data hygiene, system configuration, tasking, reporting, marketing automation readiness, and optimized user experience.
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
- 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
Nice To Haves
- Familiarity with Epic marketing automation tools (AMA) a plus
Responsibilities
- 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
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
Education Level
No Education Listed
