Job Description

Insurance Business Applications (AMS) Integration & Conversions Manager 3000 Executive Parkway Suite 325, San Ramon, CA 94583 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

The Business Applications Integration Manager supports and drives the successful integration of newly acquired firms joining EPIC which involves the transition to strategic business applications, ancillary systems, and custom solutions, in addition to change management. At least 4+ years of insurance agency management systems experience is REQUIRED, along with deep knowledge and experience within the business applications integration space. Required: Candidates with current or recent experience working for an insurance agency/brokerage, leading the integration and conversion process for the business from one agency management system to the next, and fully understanding how the data mapping process works, willing & able to jump in and role up sleeves as needed. Exceptional communication, customer service, and problem-solving skills. This role will be the primary go-to person for the business throughout the integration process. Strong team player - willing to help wherever is needed, while maintaining a positive attitude and professionalism.

WHAT YOU’LL DO:

A detailed list of job duties includes (but is not limited to): Understand EPIC’s Merger & Acquisition strategy and how it relates to our enterprise agency management systems including integrated applications Manage the relationships with the business units before, during and after the integration and communicate progress to sponsors succinctly and regularly Oversee the team assigned to support various integration projects (this may include oversight during the scope of the project and not management of team overall) Work collaboratively with teams to be sure that projects are fully supported during planning, initiation, execution, and closing phases Work collaboratively with other teams to innovate and find solutions to complex issues Understand and seek to improve the standards related to integration practices of the enterprise with each project Understand that each integration requires high attention to detail to ensure a high-quality project Document processes to ensure repeatable, quality, and consistent workflows and improvement of processes Handle a fluctuating workload and prioritize during times of peak demand and conflicting priorities. Engage team members to ensure deadlines are met and quality is delivered. Evaluate, prioritize, and manage concurrent project tasks and resource availability to ensure the timing and outcome aligns with the project objectives and business priorities. Lead team efforts including evaluation of project data in source and target systems, data mapping, user acceptance testing, issue resolution, technology requirements, and communications Work closely with the Project Manager on assignment and oversight of integration tasks Learn the intricacies of our core products and the integration process Engage with the contacts at source system business unit to understand requirements and deliver solutions Proactively identify risks and provide guidance to ensure successful project completion Using strong analysis skills and technical knowledge to fully understand and manage the business unit’s expectations related to the project Understand ancillary applications and resources related to agency management systems and integration points Report and assist in resolving issues or problems

WHAT YOU’LL BRING:

KEY COMPETENCIES:

Solid problem-solving skills Possesses the ability to teach others effectively Possesses a positive and team attitude Possesses strong and excellent, written and verbal communication skills necessary at all levels within the organization Ability to express ideas in a clear and concise manner Time Management Active Learning - Understanding the implications of new information for both current and future problem-solving Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems Coordination - Adjusting actions in relation to others' actions The person needs to be very hard-working with the ability to work efficiently in a high-quality, team-oriented, fast-paced environment Shows a strong work ethic and is always well-presented EDUCATION and/or EXPERIENCE: REQUIRED: Minimum 4+ years progressive experience in Insurance Agency Management System Conversions Bachelor’s degree strongly preferred CERTIFICATES, LICENSES, REGISTRATIONS & OTHER QUALIFICATIONS: Working knowledge of insurance industry Knowledge of Vertafore AMS, i.e. Sagitta and/or BenefitPoint strongly preferred Knowledge of document management systems, i.e. ImageRight A solid technical foundation, flexibility, ability and a passion for seeking and learning new technologies and ability to participate in varied projects and teams. Some travel would be required with this role.

COMPENSATION:

The national average salary for this role is $115,000.00 - $140,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. Interested in building your career at EPIC Brokers? Get future opportunities sent straight to your email. Apply for this job * indicates a required field First Name * Last Name * Email * Phone * Location (City) * Resume/CV * Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile Are you 18 years old or older? * Select... Do you now or in the future require sponsorship to legally work in the United States? * Select... SMS Consent: Do you agree to receive mobile (text) messages from us in relation to this job application? Y/N(NOTE: Message frequency varies. Message and data rates may apply. If you respond “Yes” to this question and receive a mobile message from us, you can opt-out at any time by replying “STOP”, or you can reply “HELP” for assistance. View our Privacy & SMS Policy at ) * Select... This question is to opt-in or opt-out of SMS / Text messaging. How did you hear about this job opportunity? * Select... Which Insurance AMS software programs have you used? (Select all that apply) *

AMS 360

Applied EPIC Nexsure TAM Other Insurance AMS Never used an insurance AMS If offered this opportunity, are you willing to work up to 3 days a week from one of our office locations?If so, which office location? See our full list here: * Briefly explain - Why are you interested in this opportunity? * If offered this opportunity, what are your base salary expectations? * Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file. As set forth in EPIC Brokers’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. 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Job Tags

Hourly pay, Holiday work, Contract work, For contractors, For subcontractor, Local area, Visa sponsorship, 3 days per week,

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