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Remote Applied Epic Jobs (NOW HIRING)

U Trust Insurance Agency LLC

We are looking for a skilled and motivated Remote Insurance Agent to join our expanding Sales Team ... Salesforce, Zoom Phone, Applied Epic, DocuSign * Clear workflows and responsive leadership * A ...

U Trust Insurance Agency LLC

We are looking for a skilled and motivated Remote Insurance Agent to join our expanding Sales Team ... Salesforce, Zoom Phone, Applied Epic, DocuSign * Clear workflows and responsive leadership * A ...

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Personal Lines Account Manager

San Diego, CA · Remote

$75K - $90K/yr

Personal Lines Account Manager $75,000-$90,000 | Remote | San Diego, CA-Based Brokerage A well ... Use Applied Epic to manage workflows, documentation, and policy activity * Identify coverage gaps ...

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Remote Applied Epic information

What are the key skills and qualifications needed to thrive as a Remote Applied Epic specialist, and why are they important?

To thrive as a Remote Applied Epic specialist, you need strong knowledge of insurance agency management processes, proficiency with Applied Epic software, and experience in client servicing or insurance operations. Familiarity with Applied Epic’s modules, workflow automation tools, and related certifications such as Applied Epic Certified Professional are highly valued. Exceptional communication, problem-solving, and self-management skills help you collaborate with remote teams and support clients effectively. These skills ensure accurate system usage, efficient workflow optimization, and high-quality remote support for insurance agencies.

What are some common challenges faced by Remote Applied Epic users, and how can they be addressed?

Remote Applied Epic professionals often encounter challenges such as maintaining seamless communication with team members, managing client data security, and troubleshooting system issues without in-person IT support. To address these challenges, it's essential to establish clear communication protocols, utilize secure remote access tools, and stay updated on Applied Epic software best practices. Additionally, participating in regular team meetings and ongoing training can help ensure efficient collaboration and continuous improvement in workflow management.

What are Remote Applied Epic jobs?

Remote Applied Epic jobs involve working with Applied Epic, a widely used agency management software in the insurance industry, from a remote location. Professionals in these roles help insurance agencies manage client information, policies, billing, and workflows using the Applied Epic platform. Common job titles include account managers, customer support specialists, and system administrators. These roles require familiarity with insurance processes and the Applied Epic system, and they often focus on streamlining operations, training staff, and providing technical support to users, all while working remotely.

What is the difference between Remote Applied Epic vs Remote Insurance Software Specialist?

AspectRemote Applied EpicRemote Insurance Software Specialist
CredentialsExperience with Applied Epic, insurance industry knowledgeInsurance industry experience, software proficiency
Work EnvironmentRemote, insurance agencies or brokeragesRemote, insurance companies or agencies
Industry UsagePrimarily in insurance agencies using Applied EpicIn insurance firms using various insurance management software
Job FocusManaging and supporting Applied Epic softwareSupporting insurance software systems, troubleshooting

Remote Applied Epic roles focus on managing and supporting the Applied Epic insurance management software, often requiring specific industry experience. Remote Insurance Software Specialist positions may involve working with various insurance software platforms, emphasizing troubleshooting and support. Both roles are remote and industry-specific but differ in software specialization and scope.

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What states have the most Remote Applied Epic jobs? States with the most job openings for Remote Applied Epic jobs include:
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Remote Applied Epic jobs near you
Infographic showing various Remote Applied Epic job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution.

Insurance Agent Remote (U.S. Based)

U Trust Insurance Agency LLC

Philadelphia, PA • Remote

Full-time

Posted 10 days ago

Job description

Salary:

About Us

U Trust Insurance Agency LLC is a fast-growing commercial insurance agency specializing in trucking and transportation insurance across more than 30 states. We operate with clear processes, modern tools, and strong internal support, allowing our agents to perform efficiently and deliver excellent service.

We are looking for a skilled and motivated Remote Insurance Agent to join our expanding Sales Team.


Responsibilities

  • Work with a steady flow of warm leads generated internally
  • Conduct professional sales calls and identify client needs
  • Prepare and present insurance quotes (commercial auto, trucking, cargo, liability, etc.)
  • Build and maintain long-term client relationships
  • Manage renewals and ensure high-quality follow-up
  • Update records in Salesforce and Applied Epic accurately
  • Collaborate with Customer Service, Policy Services, and Underwriting teams
  • Communicate clearly and professionally with clients across multiple channels


What We Offer

  • Fully remote role
  • Strong operational and administrative support
  • Modern tech stack: Salesforce, Zoom Phone, Applied Epic, DocuSign
  • Clear workflows and responsive leadership
  • A supportive, professional, and growth-oriented team environment
  • Opportunity to grow within a stable and expanding organization


Requirements

  • Active P&C (Property & Casualty) insurance license required
  • Experience in insurance sales (Commercial or Personal Lines)
  • Strong communication, negotiation, and customer service skills
  • Experience with trucking insurance is a plus
  • CRM experience (Salesforce preferred)
  • Highly organized, self-driven, and accountable
  • Must be legally authorized to work in the U.S.


Why Join Us

  • Work remotely while being part of a well-structured, supportive team
  • Clear processes and fast internal assistance
  • Consistent lead flow and organized collaboration with service teams
  • Strong presence in the trucking insurance industry
  • Opportunities for long-term career development
  • Professional culture built on trust, communication, and teamwork


How to Apply

Please apply directly through this job platform.
We carefully review every application, and while response times may vary,
we will follow up with each candidate.