About The Position
The Business Systems Administrator administers, supports, and optimizes business applications and agency management systems across The Baldwin Group. The role primarily supports the Brokerage Builder and Epic platforms, partnering with business and technology teams to improve system performance, reporting capabilities, workflows, and operational efficiency. It supports both the Benefits and Property & Casualty business segments and involves frequent use of Microsoft Excel and reporting tools.
Requirements
- At least 3 years of experience supporting insurance agency management systems or similar business applications.
- Insurance industry experience is required.
- Strong understanding of agency management systems, reporting tools, and business process workflows.
- Advanced Microsoft Excel skills, including creating and maintaining reports, analyzing data, and managing large datasets.
- Proficiency in Microsoft Office Suite, including Excel, Word, PowerPoint, Outlook, and Teams.
- Ability to troubleshoot system issues, identify root causes, and implement solutions.
- Strong analytical, organizational, and problem-solving skills.
- Ability to communicate effectively with technical and non-technical stakeholders.
Nice To Haves
- Experience with Epic, Brokerage Builder (Zywave), or comparable insurance platforms.
- Benefits industry experience; Commercial Lines and Personal Lines backgrounds will also be considered.
- Experience working within an insurance brokerage, agency, or consulting environment.
- Basic SQL knowledge.
- Experience with SQL, reporting tools, or data analysis platforms.
- Familiarity with AI-powered productivity tools and automation solutions.
- Cloud platform experience and the ability to develop or maintain automated workflows.
Responsibilities
- Administer and provide primary support for Epic and Brokerage Builder.
- Provide day-to-day application support, troubleshoot issues, and resolve problems for business users.
- Maintain system configuration, data integrity, and platform performance.
- Develop and distribute reports, dashboards, and data analyses using agency systems and Microsoft Excel.
- Identify opportunities for process improvement, automation, and operational efficiency.
- Use AI and cloud-based tools to enhance reporting and workflow processes.
- Support technology projects, including acquisitions, office integrations, and system implementations.
- Coordinate user access, licensing, and system audits.
- Create and maintain documentation for system processes, procedures, and enhancements.
- Collaborate with business stakeholders to gather requirements and implement solutions.
- Perform other duties and special projects as assigned.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
