Head of IT

NavSav Holdings LLC•Houston, TX

About The Position

NavSav is seeking an experienced, strategic Head of IT to lead the company’s technology vision, infrastructure, and operations. This executive role is responsible for ensuring technology enables business growth, operational efficiency, data security, and an exceptional employee and client experience across the organization. The Head of IT will bring extensive experience within insurance brokerage environments, with a deep understanding of industry-specific systems, workflows, and operational demands. This individual will possess strong expertise in platforms such as Applied Epic, along with a proven ability to support scalable growth, optimize system performance, and align technology infrastructure with the evolving needs of a multi-state insurance organization.

Requirements

10+ years of progressive IT leadership experience, ideally within an insurance brokerage or similar environment
Deep, hands-on expertise with Applied Epic (required)
Proven experience managing multi-site / multi-state IT operations
Strong background in: IT infrastructure and cloud environments, Systems integration and data management, Cybersecurity frameworks and risk management
Demonstrated ability to align IT strategy with business outcomes

Nice To Haves

Experience within the insurance, financial services, or professional services industries
Familiarity with agency management systems, cloud‑based infrastructure, and modern collaboration tools
Experience supporting high‑growth or private‑equity‑backed organizations
Background in data analytics, system integrations, or technology‑enabled process improvement

Responsibilities

Serve as the enterprise owner of Applied Epic, ensuring optimal configuration, performance, and adoption across all business units
Lead system enhancements, integrations, and workflow standardization to improve productivity and data accuracy
Partner with Sales, Service, and Operations leadership to align Epic workflows with business objectives
Establish and maintain enterprise-wide IT asset management practices, including: Hardware lifecycle management (procurement, deployment, replacement), Software licensing compliance and optimization
Implement tracking systems to ensure visibility across all IT assets and reduce operational risk
Partner with Finance, Sales, and Operations teams to deliver accurate and timely reporting
Oversee data integration and reporting tools tied to: Production metrics, Revenue tracking, Pipeline and performance KPIs
Ensure data integrity across systems, particularly between Applied Epic and reporting platforms
Lead enterprise cybersecurity strategy, including prevention, detection, and response protocols
Ensure compliance with all applicable regulations, including: Data privacy standards, Carrier and client data protection requirements
Oversee security tools, policies, and training programs to mitigate risk across the organization