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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 ...

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 ...

The Jonus Group

Personal Lines Account Manager

Novi, MI · On-site

$60K - $70K/yr

Utilize systems such as Applied Epic, EZLynx, ACS2000, and Epic Quotes to manage workflows efficiently. * Maintain accurate and up-to-date client records in compliance with company standards.

Alera Group

Personal Lines Account Manager

Fairhaven, MA · Hybrid

$55K - $75K/yr

Manage workflows in Applied Epic with accurate documentation and compliance * Partner with carriers/underwriters to obtain quotes, submit documentation, and resolve requests quickly QUALIFICATIONS ...

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$33.5K

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How much do applied epic jobs pay per year?

As of Aug 1, 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 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 is an Applied Epic job?

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 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.

More about Applied Epic jobs
What cities are hiring for Applied Epic jobs? Cities with the most Applied Epic job openings:
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Applied Epic jobs near you
Infographic showing various Applied Epic job openings in the United States as of July 2026, with employment types broken down into 76% Full Time, 23% Part Time, and 1% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $69,177 per year, or $33.3 per hour.

Applied Epic Training Specialist

NavSav Holdings LLC

Houston, TX • Remote

Full-time

Re-posted 14 days ago

Job description

Salary:

Position Overview


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.


Key Responsibilities


Training, Onboarding & Adoption

  • 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


Epic Configuration & Workflow Standardization

  • 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


Operational Support & Continuous Improvement

  • 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


Qualifications


  • 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


Preferred Experience


  • 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


Success Measures


  • High data accuracy and consistency across Epic
  • Strong alignment between Epic data and dashboard reporting
  • Improved retention and new business reporting accuracy
  • Faster onboarding and increased employee Systems proficiency
  • Increased adoption of standardized workflows across NavSav


Why This Role Matters at NavSav


At NavSav, data integrity is not optional-it is foundational. This role ensures that every policy, transaction, and activity entered into Epic directly supports:

  • Accurate performance tracking
  • Reliable retention metrics
  • Scalable growth and acquisitions
  • Operational efficiency across all teams


This position is essential to transforming Epic from a system of record into a true system of insight and accountability.