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Business Systems Specialist

Role overview

Summary

The Business Systems Specialist focuses on optimizing the Applied EPIC agency management system and other integrated systems. This role enhances operational efficiency by analyzing business processes and configuring systems to meet agency needs, collaborating with various departments to ensure effective integration and issue resolution.

Qualifications

  • Minimum of 5 years of experience working with agency management system administration, preferably with Applied EPIC.
  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook.
  • Strong analytical skills and ability to work collaboratively with various departments.
  • Preferred: Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable.
  • Preferred: Employee Benefits experience

Responsibilities

  • Manage and maintain the Applied EPIC system and other integrated systems.
  • Analyze business processes and identify opportunities to leverage Applied EPIC.
  • Configure and customize Applied EPIC to meet the specific needs of the agency.
  • Troubleshoot and resolve any issues related to Applied EPIC.

Key facts

  • Remote from: United States
  • Full time
  • Senior (5-10 years)
  • Systems Engineer
  • English

Hard skills

Other skills

  • Analytical Skills
  • Communication
  • Detail Oriented
  • Reliability
  • Creative Thinking
  • Organizational Skills
  • Adaptability

About the company

Higginbotham logo

Higginbotham

  • Insurance
  • Large
  • 1,001–5,000
We're an employee owned and customer inspired, insurance and financial services broker that's family to our employees, accountable to our clients, teammates to our carriers, and generous to our communities. By using our independence to commit to transparency and demonstrate authenticity, we're a company that leads with values so value leads.

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Job description

Position Summary: The Business Systems Specialist will be responsible for focusing on Applied EPIC, our agency management system, and other integrated systems. They will be responsible for optimizing the use of Applied EPIC, ensuring it meets the needs of our business processes and enhances operational efficiency. This role requires a deep understanding of the system, strong analytical skills, and the ability to work collaboratively with various departments.

Supervisory Responsibilities:  None

Essential Tasks:

  • System Administration: Manage and maintain the Applied EPIC system and other integrated systems, ensuring its smooth operation and functionality.
  • Business Process Optimization: Analyze business processes and identify opportunities to leverage Applied EPIC to improve efficiency and effectiveness.
  • Configuration and Customization: Configure and customize Applied EPIC to meet the specific needs of the agency, including setting up workflows, templates, and user roles.
  • Integration: Work with IT and other departments to integrate Applied EPIC with other systems and applications used by the agency.
  • Issue Resolution: Troubleshoot and resolve any issues or problems related to Applied EPIC, coordinating with vendor support as needed.
  • Documentation: Develop and maintain comprehensive documentation of system configurations, processes, and procedures.
  • Project Management: Lead or participate in projects related to the enhancement or upgrade of Applied EPIC, ensuring successful implementation and adoption.
  • Onboarding: Onboarding new users, including setting up user credentials and providing user security access based on the agency security guidelines.

Core Competencies:

  • Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
  • Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
  • Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
  • Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
  • Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
  • Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
  • Dependability: Acknowledgment of the importance of being present and punctual.
  • Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
  • Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
  • Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education:

  • Minimum of 5 years of experience working with agency management system administration, preferably with Applied EPIC.
  • Employee Benefits experience is preferred.

Licensing and Credentials:

  • None

Location: 

  • This role will be assigned to your Fort Worth, TX office location, but can be worked remotely from within the continental United States. 

Systems:

  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
  • Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Physical Requirements:

  • Ability to lift 25 pounds
  • Repeated use of sight to read documents and computer screens
  • Repeated use of hearing and speech to communicate on telephone and in person
  • Repetitive hand movements, such as keyboarding, writing, 10-key
  • Walking, bending, sitting, reaching, and stretching in all direction

Benefits & Compensation: 

  • Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. 
  • Employee Wellness Program 
  • Company paid holidays, plus PTO 

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham.  Please do not contact or send unsolicited potential placements to our team members.

*Applications will be accepted until the position is filled 

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