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Insurance Implementation Specialist Jobs in Michigan

... Insurance • Vision Insurance • Life Insurance • Health Savings Account • Tuition ... The Recreation Specialist is responsible for the implementation and operation of a viable ...

Oversee implementation of diagnostic standardization requirements * Oversee diagnostic system ... life insurance, earned sick time, STD, LTD, 401K, tuition reimbursement, paid vacation, paid ...

Oversee implementation of diagnostic standardization requirements * Oversee diagnostic system ... life insurance, earned sick time, STD, LTD, 401K, tuition reimbursement, paid vacation, paid ...

In this role you will be responsible for implementing, and monitoring safety programs and policies ... insurance, and a 401K plan with company match. AAP/EEO Statement: Roskam Foods is a recognized ...

Oversee implementation of diagnostic standardization requirements * Oversee diagnostic system ... life insurance, earned sick time, STD, LTD, 401K, tuition reimbursement, paid vacation, paid ...

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Insurance Implementation Specialist information

What is an insurance implementation specialist?

An Insurance Implementation Specialist is a professional who helps insurance companies or agencies integrate new software systems, processes, or policies. They work closely with internal teams and external vendors to ensure smooth transitions, train staff, and resolve any technical or procedural issues during the implementation phase. Their goal is to make sure that new insurance solutions are adopted efficiently and meet all regulatory and business requirements. This role requires strong project management, communication, and problem-solving skills.

How does an insurance implementation specialist typically collaborate with clients and internal teams during the onboarding process?

As an Insurance Implementation Specialist, you will work closely with clients to understand their unique needs and ensure seamless onboarding of insurance products or systems. You’ll serve as a liaison between clients, IT, underwriting, and customer service teams, facilitating clear communication, setting timelines, and troubleshooting issues that arise. Frequent coordination meetings, status updates, and user training sessions are part of your responsibilities, making strong project management and interpersonal skills essential. This collaborative environment offers the opportunity to build both technical expertise and client relationship skills, which are valuable for career advancement in insurance operations or project management.

What are the key skills and qualifications needed to thrive as an insurance implementation specialist, and why are they important?

To thrive as an Insurance Implementation Specialist, you need a solid understanding of insurance products, project management, and process analysis, often supported by a bachelor's degree in business or a related field. Familiarity with insurance management systems, CRM software, and data integration tools, as well as certifications like PMP or Agile, are highly beneficial. Exceptional communication, problem-solving, and organizational skills help you coordinate across teams and manage client expectations. These competencies are crucial for ensuring smooth system implementations, client satisfaction, and long-term operational success.

What is the difference between Insurance Implementation Specialist vs Insurance Customer Service Representative?

AspectInsurance Implementation SpecialistInsurance Customer Service Representative
Primary RoleImplementing new insurance policies, onboarding clients, and ensuring smooth setupAssisting clients with policy inquiries, billing, and general account support
Required CredentialsInsurance licenses, industry knowledge, communication skillsBasic insurance knowledge, customer service skills, sometimes licenses
Work EnvironmentOffice-based, client-facing, project-orientedCall centers, office settings, remote options
Employer & Industry UsageInsurance companies, brokers, agenciesInsurance companies, customer service centers

The Insurance Implementation Specialist focuses on onboarding and implementing new policies, requiring specific industry knowledge and licenses. In contrast, the Insurance Customer Service Representative handles ongoing client support and inquiries. Both roles are essential in the insurance industry but differ in responsibilities and skill sets.

Is an insurance implementation specialist a stressful job?

An insurance implementation specialist often faces deadlines, detailed data management, and client interactions, which can contribute to work-related stress. However, the level of stress varies depending on the employer, workload, and individual skills in organization and communication.

What are popular job titles related to Insurance Implementation Specialist jobs in Michigan?

For Insurance Implementation Specialist jobs in Michigan, the most frequently searched job titles are:

What job categories do people searching Insurance Implementation Specialist jobs in Michigan look for?

The top searched job categories for Insurance Implementation Specialist jobs in Michigan are:

What cities in Michigan are hiring for Insurance Implementation Specialist jobs?

Cities in Michigan with the most Insurance Implementation Specialist job openings:

Applied Epic Operations Specialist (Insurance)

Tropolis Holdings, LLC

Northville, MI • On-site

Full-time

Re-posted 10 days 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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