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Applied Epic Jobs (NOW HIRING)

CFS

Bookkeeper

Pittsburgh, PA · Hybrid

$60K - $65K/yr

Bookkeeper Salary: $60,000-$65,000 Why This Opportunity Stands Out: • Work in a stable, growing insurance agency with long-term demand • Use Applied Epic daily in a real, operationally mature ...

Brown Insurance

Personal Lines CSR

Seminole, FL · On-site

$40K/yr

Ensuring policy status reads correctly in Applied Epic * Attach policy documents and maintain accurate client records * Review and route carrier communications to the appropriate Account Manager

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How much do applied epic jobs pay per year?

As of Aug 21, 2026, the average yearly pay for applied epic in the United States is $69,177.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,500.00 and $80,500.00 per year, depending on experience, location, and employer.

What is an Applied Epic?

An Applied Epic job typically involves working with Applied Epic, a cloud-based agency management system used in the insurance industry. Professionals in these roles manage workflows, optimize system configurations, and support users in utilizing the platform efficiently. Common job titles include system administrators, account managers, and business analysts, focusing on improving operational efficiency and client service.

What does a typical workday look like for someone in an Applied Epic role?

A typical day in an Applied Epic position often involves configuring workflows, troubleshooting system issues, providing end-user support, and training staff on best practices within the Applied Epic platform. You may also participate in project meetings, collaborate with agency teams to identify process improvements, and coordinate with IT or software vendors to implement updates. The work is a mix of technical analysis and user interaction, making strong communication and organizational skills essential. Most Applied Epic professionals work in office settings, either within insurance agencies or as consultants, and benefit from opportunities for advancement into systems management, training leadership, or broader IT roles.

What are the key skills and qualifications needed to thrive in the Applied Epic position, and why are they important?

To thrive in an Applied Epic role, candidates need strong knowledge of insurance agency management processes, experience with the Applied Epic software platform, and excellent analytical skills. Familiarity with system administration, workflow configuration, data migration, and certifications such as Applied Epic Certified User or similar are highly valued. Effective communication, training abilities, and a problem-solving mindset set standout professionals apart in this position. These skills are crucial for optimizing insurance operations, facilitating user adoption, and ensuring seamless technology integration within agencies.

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Applied Epic jobs near you
Infographic showing various Applied Epic job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 20% Part Time, and 1% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $69,177 per year, or $33.3 per hour.

Applied Epic Operations Specialist (Insurance)

Tropolis Group, LLC

Northville, MI • On-site

Full-time

Re-posted 6 hours ago

Job description

Position Summary
Tropolis is seeking an Applied Epic Operations Specialist to support the agency's ongoing onboarding, conversion, and day-two operations across its sub-agencies. As Tropolis continues to acquire and integrate insurance brokerages in waves, the Director of Epic Integration needs a dedicated partner to absorb the operational, training, and support workload that currently competes with strategic integration planning.
This role sits at the intersection of Applied Epic administration, agency workflow, and end-user enablement. The Specialist will be the practical, in-the-trenches resource that newly onboarded teams call when something does not work the Tropolis way, and the steady hand that keeps existing teams productive while the Director focuses on the next wave of integration.
The right candidate is comfortable operating with the agency lens, not just the software lens - they understand that knowing which status drives which report is as important as knowing which button to click.
Key Responsibilities
Onboarding & Conversion Support
  • Status tracking - Maintain accurate task and milestone status in Monday.com throughout onboarding and conversion, ensuring updates are timely and complete.
  • Epic data hygiene - Keep Applied Epic current during onboarding and conversions, including activities, roles, workflows, and data updates.
  • Post-conversion cleanup - Execute data cleanup tasks that are too complex or context-dependent for the VA team but remain process-driven and repeatable.
  • Cross-team coordination - Serve as the point of ownership for onboarding tasks that do not yet have a clear home on another team.

Go-Live & Training Support
  • Live go-live coverage - Host extended (full-day, where needed) live support sessions during go-lives and attend on-site when teams require in-person help; provide immediate, instantaneous response during cutover windows.
  • Tropolis-specific training - Deliver live training that goes beyond generic Epic functionality and reflects how Tropolis actually operates: our workflows, naming conventions, attachment standards, renewal stages, and SOPs.
  • Vendor handoff - Bridge the gap between third-party trainers (e.g., Brenner) who teach Epic processes and the Tropolis processes new teams actually need to follow on day one.

Day-Two Epic Support
  • Support intake - Field and triage the Epic Support email inbox and chat bot questions; resolve at first touch where possible and escalate cleanly when not.
  • Dashboard & reporting support - Partner with the dashboard owner on Epic-side context (which statuses, activities, and field values drive which reports), so technical dashboard work is not blocked waiting on agency-process knowledge.
  • AI workflow rollout - Help implement AI-driven changes in Epic with CoverFlow and other partners, including configuration, testing, and end-user enablement.

Documentation & Continuous Improvement
  • SOP support - Contribute to procedure documentation under the direction of the Director of Epic Integration; capture institutional knowledge from go-lives and support tickets so the next wave benefits from the last.
  • Issue patterns - Surface recurring user issues, training gaps, and data-quality patterns to inform process improvements and future training content.

Required Qualifications
  • 3-5 years of experience in an insurance agency operations, agency systems, or P&C/Benefits administration role.
  • Hands-on, working knowledge of Applied Epic (or equivalent agency management system, e.g., TAM, HawkSoft, AMS360) - including activities, attachments, lines of business, renewal workflows, and reporting.
  • Demonstrated comfort training and supporting end users, including in live, high-pressure settings such as conversions or cutovers.
  • Strong organizational habits and the ability to keep multiple parallel onboardings tracked and current in tools like Monday.com.
  • Clear, professional written communication suitable for support tickets, training materials, and cross-functional coordination.

Preferred Qualifications
  • Experience supporting a multi-agency or holding-company environment with multiple sub-agencies operating on a shared platform.
  • Familiarity with CoverFlow, HubSpot, or other systems commonly integrated with Applied Epic.
  • Exposure to AI-enabled tooling in an agency operations context.
  • Background in M&A integration, conversions from legacy AMS platforms, or post-acquisition data cleanup.

What Success Looks Like
In the first 90 days, the Specialist is the de facto first point of contact for the Epic support inbox and chat bot, has shadowed at least one go-live, and has taken ownership of Monday.com status maintenance across active onboardings.
Within six months, newly onboarded teams report that go-live support felt sufficient and timely, dashboard owners are no longer blocked on agency-process questions, and the Director of Epic Integration has visibly recovered capacity for forward-looking integration planning and SOP work.

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