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Navsav Jobs (NOW HIRING)

NavSav

Personal Lines Insurance Sales Producer-Omaha

Omaha, NE · On-site

$41K - $56K/yr

We have a SPOT for YOU at NavSav! We are in need of a passionate, hard working, and experienced Personal Lines Sales Producer to assist with new business growth in one of our local offices. We are a ...

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What is Navsav and what does the company do?

Navsav is an independent insurance agency that provides a wide range of insurance products, including auto, home, commercial, and life insurance. The company works with multiple insurance carriers to offer clients customized coverage options and competitive rates. Navsav's mission is to simplify the insurance process and help both individuals and businesses find policies that best fit their needs. Their agents focus on personalized service and ongoing support to ensure clients are protected as their circumstances change.

What is the difference between Navsav vs Network Security Analyst?

AspectNavsavNetwork Security Analyst
Required CertificationsCompTIA Security+, CISSP (preferred)CompTIA Security+, CISSP, CEH
Work EnvironmentIT security teams, cybersecurity firmsCorporate IT departments, cybersecurity firms
Industry UsageCommon in cybersecurity and IT security rolesCommon in cybersecurity, network management, and IT security
Job FocusSecurity assessment, threat detection, incident responseNetwork monitoring, vulnerability assessment, threat mitigation

Navsav and Network Security Analyst roles both focus on cybersecurity, but Navsav typically emphasizes security assessments and incident response, while Network Security Analysts concentrate on network monitoring and vulnerability management. Both roles require similar certifications and are found in cybersecurity and IT environments, often overlapping in responsibilities.

What does a typical day look like for an insurance agent at Navsav, and how does the team structure support new hires?

At Navsav, insurance agents typically spend their days consulting with clients, researching policy options, and handling policy renewals or changes. The team structure is collaborative, with new hires receiving guidance from experienced agents and managers, which helps ease the transition and fosters professional growth. Agents often work closely with support staff and underwriters to ensure clients receive the best coverage for their needs. Regular team meetings and ongoing training sessions are common, providing opportunities for agents to develop their skills and stay updated on industry changes.

What are the key skills and qualifications needed to thrive as an insurance agent at Navsav, and why are they important?

To thrive as an insurance agent at Navsav, you need strong sales abilities, a thorough understanding of insurance products, and an active state insurance license. Familiarity with CRM software, comparative rater tools, and quoting systems is typically required. Outstanding interpersonal skills, problem-solving, and the ability to build client trust set top performers apart. These competencies are crucial for effectively matching clients with appropriate coverage and driving business growth in a competitive insurance market.
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What states have the most Navsav jobs? States with the most job openings for Navsav jobs include:
Navsav jobs near you
Epic Trainer & Compliance Specialist

Epic Trainer & Compliance Specialist

NavSav

Beaumont, TX • Remote

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

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

  • 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 Data Integrity & Compliance

  • Own and enforce data integrity standards within Applied Epic to support NavSav's reporting and operational goals
  • Ensure accurate use of:
    • Line Status (NEW, REN, REW, CAN, NON, etc.)
    • Service Summary Row (SSR) Actions and flags
    • Policy, client, and activity data fields
  • Monitor and audit system data to identify:
    • Missing or incomplete data
    • Incorrect statuses or misclassified business
    • Duplicate or inconsistent records
  • Identify, analyze, and remediate duplicate client and policy records within Epic, including consolidation, root cause analysis, and prevention through improved workflows and training
  • Partner with leadership to correct data issues and implement preventative solutions through training and process improvements
  • Establish accountability by working with managers to enforce data standards across teams

Dashboard & Reporting Alignment

  • Ensure all Epic data supports NavSav's sales and retention dashboard strategy, including:
    • New Business tracking
    • Renewal and Rewrite classification
    • Cancellation and retention metrics
  • Validate that system activity aligns with dashboard logic and reporting criteria
  • Identify discrepancies between operational activity and reported results, and drive resolution
  • Support development and refinement of dashboards by ensuring underlying data is accurate and consistently entered
  • Collaborate with leadership to improve reporting reliability and business insights

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
  • Reduction in data errors, duplicates, and rework
  • 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.


Job Posted by ApplicantPro