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 ...
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 ...
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 ...
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 ...
Private Client Relationship Manager
Melville, NY · Hybrid
$115/hr
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest ... Look for sales opportunities by account rounding and selling additional coverage. * Assume ...
Private Client Relationship Manager
Melville, NY · Hybrid
$115/hr
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest ... Look for sales opportunities by account rounding and selling additional coverage. * Assume ...
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 ...
Quick apply
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 ...
Private Client Relationship Manager
Jersey City, NJ · On-site
$115/hr
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest ... Look for sales opportunities by account rounding and selling additional coverage. * Assume ...
Private Client Relationship Manager
Jersey City, NJ · On-site
$115/hr
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest ... Look for sales opportunities by account rounding and selling additional coverage. * Assume ...
SkillBridge Account Manager
Manhattan, NY · On-site
$45K - $60K/yr
Provide support to the sales and service team during renewal marketing. * Leverage EPIC resources ... Client Relationship Management: * Assist in managing existing client relationships. * Coordinate ...
SkillBridge Account Manager
Manhattan, NY · On-site
$45K - $60K/yr
Provide support to the sales and service team during renewal marketing. * Leverage EPIC resources ... Client Relationship Management: * Assist in managing existing client relationships. * Coordinate ...
Private Client Relationship Manager
Melville, NY · On-site
$115/hr
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest ... Look for sales opportunities by account rounding and selling additional coverage. * Assume ...
Private Client Relationship Manager
Melville, NY · On-site
$115/hr
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest ... Look for sales opportunities by account rounding and selling additional coverage. * Assume ...
Private Client Senior Account Manager/Account Executive
Chicago, IL · On-site +1
$85/hr
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest ... Look for sales opportunities by account rounding and selling additional coverage. * Assume ...
Private Client Senior Account Manager/Account Executive
Chicago, IL · On-site +1
$85/hr
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest ... Look for sales opportunities by account rounding and selling additional coverage. * Assume ...
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest ... Look for sales opportunities by account rounding and selling additional coverage. * Assume ...
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest ... Look for sales opportunities by account rounding and selling additional coverage. * Assume ...
Epic Managers is helping KidStrong find a General Manager to lead a new location in the Phoenix ... You just need 3+ years of strong sales experience in a customer-facing service environment and a ...
Epic Managers is helping KidStrong find a General Manager to lead a new location in the Phoenix ... You just need 3+ years of strong sales experience in a customer-facing service environment and a ...
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest ... Contact clients via phone and/or email to review coverage and renewal needs Sales & New Business
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest ... Contact clients via phone and/or email to review coverage and renewal needs Sales & New Business
As a The Manager, Marketing will serve as a member of Epic Record's marketing department. This role ... sales * Create weekly marketing reports and communicate updates to brief teams on all release ...
As a The Manager, Marketing will serve as a member of Epic Record's marketing department. This role ... sales * Create weekly marketing reports and communicate updates to brief teams on all release ...
Personal Lines Account Manager
Chicago, IL · On-site
$85K - $95K/yr
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest ... Look for sales opportunities by account rounding and selling additional coverage. * Assume ...
Personal Lines Account Manager
Chicago, IL · On-site
$85K - $95K/yr
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest ... Look for sales opportunities by account rounding and selling additional coverage. * Assume ...
... sales and customers ... Additionally, this position will support maintenance, customer service, project management ...
Quick apply
... sales and customers ... Additionally, this position will support maintenance, customer service, project management ...
... sales and customers ... Additionally, this position will support maintenance, customer service, project management ...
Quick apply
... sales and customers ... Additionally, this position will support maintenance, customer service, project management ...
Associate Producer (Small Business), Main Street
$21 - $25.64/hr
... sales target * Develop cross-selling strategies for existing client books * Proficiency providing quote comparison reviews and articulating coverage differences * Utilize and maintain EPIC's CRM and ...
Associate Producer (Small Business), Main Street
$21 - $25.64/hr
... sales target * Develop cross-selling strategies for existing client books * Proficiency providing quote comparison reviews and articulating coverage differences * Utilize and maintain EPIC's CRM and ...
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest ... Participate in client and prospect sales presentations as part of a team. * Work collaboratively ...
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest ... Participate in client and prospect sales presentations as part of a team. * Work collaboratively ...
... sales and customers ... Additionally, this position will support maintenance, customer service, project management ...
... sales and customers ... Additionally, this position will support maintenance, customer service, project management ...
As a The Manager, Marketing will serve as a member of Epic Record's marketing department.This role ... sales * Create weekly marketing reports and communicate updates to brief teams on all release ...
As a The Manager, Marketing will serve as a member of Epic Record's marketing department.This role ... sales * Create weekly marketing reports and communicate updates to brief teams on all release ...
Local Market Expert
Seattle, WA · On-site
$25 - $28/hr
Position Summary Epic Asset Management is seeking a dynamic and highly skilled Local Market Expert ... Proven experience in leasing, property management, sales, or marketing. * Prior experience in multi ...
Quick apply
Local Market Expert
Seattle, WA · On-site
$25 - $28/hr
Position Summary Epic Asset Management is seeking a dynamic and highly skilled Local Market Expert ... Proven experience in leasing, property management, sales, or marketing. * Prior experience in multi ...
Manager Epic Sales information
What is the difference between Manager Epic Sales vs Epic Sales Representative?
| Aspect | Manager Epic Sales | Epic Sales Representative |
|---|---|---|
| Required Credentials | Experience in sales management, industry-specific certifications | Sales experience, industry certifications often preferred |
| Work Environment | Leads sales teams, strategic planning, client negotiations | Executes sales activities, client interactions, product demonstrations |
| Employer & Industry Usage | Common in healthcare IT, software industries | Used across healthcare, technology sectors |
| Search & Comparison Intent | Understanding managerial roles in Epic sales | Sales roles, entry to mid-level positions in Epic sales |
The main difference between a Manager Epic Sales and an Epic Sales Representative lies in their responsibilities and experience. Managers oversee sales teams and develop strategies, while representatives focus on executing sales activities. Both roles require industry-specific knowledge and certifications, but managerial positions demand more leadership experience.
More about Manager Epic Sales jobs
What cities are hiring for Manager Epic Sales jobs? Cities with the most Manager Epic Sales job openings:
What are the most commonly searched types of Epic Sales jobs? The most popular types of Epic Sales jobs are:
What states have the most Manager Epic Sales jobs? States with the most job openings for Manager Epic Sales jobs include:
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Job description
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
Epic Configuration & Workflow Standardization
Operational Support & Continuous Improvement
Qualifications
Preferred Experience
Success Measures
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:
This position is essential to transforming Epic from a system of record into a true system of insight and accountability.
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.
About NavSav Insurance
Sourced by ZipRecruiter
Industry
Insurance services
Company size
201 - 500 Employees
Headquarters location
Beaumont, TX, US
Year founded
2014