Epic Trainer & Compliance Specialist

NavSav Holdings LLC•Houston, TX

27d•Remote

About The Position

The Epic Trainer & Compliance Specialist plays a critical role in ensuring data integrity, operational consistency, and effective system utilization across NavSav. This position is responsible for training employees on Applied Epic, enforcing data standards, and supporting the agency's strategic reporting and dashboard initiatives. This role bridges training, system administration, and compliance-ensuring that all data entered into Epic supports accurate reporting, reliable dashboards, and informed business decisions. The ideal candidate understands that clean data drives performance, retention insights, and growth strategy.

Requirements

3+ years of hands-on experience with Applied Epic (required)
Strong understanding of insurance agency operations and policy lifecycle
Experience in training, onboarding, or instructional development
Deep understanding of data integrity and its impact on reporting and operations
Strong attention to detail and ability to enforce standards
Excellent communication and cross-functional collaboration skills

Nice To Haves

Experience building or supporting Epic dashboards and reporting
Familiarity with IVANS download and carrier workflows
Experience with SOP creation and process documentation
Background in operations, analytics, or system administration
Experience working in a multi-location or rapidly growing agency

Responsibilities

Deliver structured training across Applied Epic, IVANS, and NavSav operational workflows
Lead onboarding for new hires, including: Epic navigation and workflow training Role-based process education (service, sales, account management) Reinforcement of NavSav data standards and expectations
Configure new users in Epic: User accounts and credentials Role-based security and permissions Servicing roles and commission agreements
Develop and maintain SOPs, training guides, and workflow documentation aligned with NavSav standards
Provide ongoing coaching to ensure proper system usage and adherence to workflows
Identify and retrain individuals or teams with inconsistent or incorrect data practices
Own and enforce data integrity standards within Applied Epic to support NavSav's reporting and operational goals
Ensure accurate use of: Line Status (NEW, REN, REW, CAN, NON, etc.) Service Summary Row (SSR) Actions and flags Policy, client, and activity data fields
Monitor and audit system data to identify: Missing or incomplete data Incorrect statuses or misclassified business Duplicate or inconsistent records
Identify, analyze, and remediate duplicate client and policy records within Epic, including consolidation, root cause analysis, and prevention through improved workflows and training
Partner with leadership to correct data issues and implement preventative solutions through training and process improvements
Establish accountability by working with managers to enforce data standards across teams
Ensure all Epic data supports NavSav's sales and retention dashboard strategy, including: New Business tracking Renewal and Rewrite classification Cancellation and retention metrics
Validate that system activity aligns with dashboard logic and reporting criteria
Identify discrepancies between operational activity and reported results, and drive resolution
Support development and refinement of dashboards by ensuring underlying data is accurate and consistently entered
Collaborate with leadership to improve reporting reliability and business insights
Configure and maintain Applied Epic to align with NavSav workflows and business rules
Standardize processes across all lines of business: Personal Lines Commercial Lines Benefits (as applicable)
Support implementation of: Workflow improvements Automation opportunities Data structure enhancements
Ensure consistency in how Epic is used across all locations and teams
Act as a subject matter expert (SME) for Applied Epic and related systems
Provide day-to-day support for system questions, troubleshooting, and best practices
Identify inefficiencies in workflows and recommend scalable solutions
Support agency initiatives including: Data migrations and acquisitions Carrier consolidation efforts System integrations
Reinforce NavSav's philosophy: the fewer hands that touch the data, the more accurate it becomes