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Applied Epic Jobs (NOW HIRING)

Alera Group

Personal Lines Account Manager

Worcester, 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 ...

Alera Group

Personal Lines Account Manager

Needham, 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 ...

Alera Group

Personal Lines Account Manager

Warwick, RI · 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 ...

Alera Group

Personal Lines Account Manager

Braintree, 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 ...

The Misch Group

Personal Lines Account Manager

Detroit, MI · On-site

$65K - $70K/yr

The role requires hands-on daily use of Applied Epic. System proficiency is not optional. This position exists to: • Reduce service backlog • Improve endorsement turnaround • Support quoting ...

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Surety Bond Account Manager

San Mateo, CA · On-site

$110K - $130K/yr

Use Applied Epic to manage documentation, workflow, and renewals What You Bring: * 5+ years of experience in surety bond account management (construction focus strongly preferred) * Solid ...

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How much do applied epic jobs pay per year?

As of May 28, 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 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.

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.
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Applied Epic jobs near you
Personal Lines Account Manager

Personal Lines Account Manager

Alera Group

Worcester, MA • Hybrid

$55K - $75K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 18 days ago

Alera Group rating

9.0

Company rating: 9.0 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

34th of 258 rated insurance

Job description

OVERVIEW

Alera Group is looking for a Personal Lines Property & Casualty Account Manager to join our team. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Our Massachusetts locations include: Needham, Braintree, Brockton, Brookline, Chicopee, Concord, Fairhaven, Milford, Orleans, Rehoboth, Truro, and Worcester. Our Rhode Island locations include: North Smithfield and Warwick. 

Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.


RESPONSIBILITIES
  • Advise and service Personal Lines clients (home/auto/umbrella/flood and other PL), handling changes, renewals, and inquiries with a high-touch experience
  • Drive growth through quoting, new business support, account rounding, and cross-sell, earning base plus commissions
  • Evaluate exposures and recommend coverage changes; explain options clearly to support retention
  • Manage workflows in Applied Epic with accurate documentation and compliance
  • Partner with carriers/underwriters to obtain quotes, submit documentation, and resolve requests quickly

QUALIFICATIONS
  • 2+ years Personal Lines P&C account management experience
  • Valid Massachusetts P&C License (required)
  • Strong knowledge of personal lines coverages and underwriting requirements
  • Applied Epic strongly preferred; comfortable with rating tools and Microsoft Office
  • Strong communication and problem-solving; organized and deadline-driven
  • Able to step in and perform with minimal ramp-up; dependable and team-oriented

ADDITIONAL INFORMATION

This job requires presence in the office on a hybrid schedule as agreed with the manager.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

The annual salary range is $55,000 to $75,000, plus commission.

We're anequal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class. 

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

#LI-NO1

#LI-Hybrid


Location Type
Hybrid - 3 or more days in office - Office UKG Work locationQualifications:
  • 2+ years Personal Lines P&C account management experience
  • Valid Massachusetts P&C License (required)
  • Strong knowledge of personal lines coverages and underwriting requirements
  • Applied Epic strongly preferred; comfortable with rating tools and Microsoft Office
  • Strong communication and problem-solving; organized and deadline-driven
  • Able to step in and perform with minimal ramp-up; dependable and team-oriented
Education:UNAVAILABLEEmployment Type: FULL_TIME

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