Systems Support Specialist - Remote

OneDigital

1d • $60,000 - $65,000 • Remote

About The Position

The P&C Systems Support Specialist provides comprehensive, collaborative support to the P&C Operations team, with a primary focus on download, suspense, and Applied Epic migrations. This role facilitates seamless integration into the OneDigital Applied Epic environment, data integrity, system configuration, and operational excellence across the Property & Casualty (P&C) Practice. The P&C Systems Support Specialist acts as a bridge between many teams, ensuring efficient processes, accurate data management, and high service standards.

Requirements

• Strong attention to detail and commitment to data accuracy.
• Excellent verbal and written communication skills.
• Proven ability to create and maintain detailed processes, procedures, and Project Plans.
• Demonstrated ability to work independently and collaboratively across teams.
• Strong organizational, analytical and problem-solving skills.
• Steady, disciplined work pace.
• Experience with cross-functional teams (Finance, IT, Licensing).

Nice To Haves

• 1-2 years experience in Applied Epic, CSR24, Indio, and Applied Epic Quotes for PL strongly preferred.
• Related Agency Management System knowledge preferred.
• Undergraduate degree preferred; or 1-2 years of relevant P&C experience required.
• Active P&C license in home state preferred.

Responsibilities

• Ticket Resolution: Resolve Applied Epic support tickets, providing technical expertise and timely solutions.
• Service Standards: Maintain the highest level of service, professionalism, and accuracy in all support activities.
• Build and maintain collaborative relationships across all levels of the organization.
• Download Suspense Processing: Process suspense items in Applied Epic, ensuring timely and accurate handling of transactions and resolving related issues.
• Migration Project Support: Assist with integration support, system configuration, and download/interface management for migrations, including advanced scheduling of recurring and non-recurring meetings to meet the project deadlines.
• Coordinate meeting agendas, update presentations and other meeting deliverables.
• Participate and support in meetings, keeping on time and on topic, taking detailed notes and actions; following up with meeting highlights and agreed actions items.
• Migration Data Integrity & Cleanup: Assist with data review and cleanup during the migration process to Applied Epic and ancillary systems (CSR24, Indio, Applied Epic Quotes) for newly acquired agencies.
• Support data validation, discrepancy reporting and resolution – before, during, and after the Applied Epic migration.
• User Management & Security: Manage user lifecycle tasks, including onboarding, termination, account reassignments, and access provisioning for all P&C systems.
• Maintain security groups and user access, updating as needed.
• Operational & Technical Assistance: Support cross-functional collaboration with Operations, Technology, Finance, Licensing, and Learning & Development teams, as well as local team members and external stakeholders.
• Training & Enablement: Support training initiatives for agency staff and new users, reinforcing best practices and system usage.
• Help document and update standard operating procedures for migration, integration, and operational processes.
• Process Optimization & Review: Participate in regular reviews of migration, integration, and operational processes to identify inefficiencies and propose improvements.
• Assist with data cleanup projects (e.g., Book of Business analysis).

Benefits

• eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs
• reimbursement of job-related expenses per the company policy
• employee perks and discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level