Systems Administrator, Applied Epic

Description

If you're looking to join a team positioned to make a big impact in a growing organization, that supports a growth mindset and collaborates cross-functionally, allowing you to leverage your deep technology expertise to find solutions, rather than roadblocks.
Gregory & Appel’s Indianapolis IT team could be the best place for you!

This is a great opportunity to work alongside top industry leaders, support meaningful clients, and advance your career with a company that invests in you and your community.

The
Applied Epic Systems Administrator is the technical and functional subject matter expert for the Applied Epic agency management system supporting agency-wide commercial and personal lines operations. This role is responsible for system administration, configuration, governance, and optimization, while also leading training, mentoring, and best-practice adoption across the agency.

This position partners closely with operations service teams, producers, compliance, and leadership to ensure Epic is used consistently, accurately, and compliantly, reducing risk, supporting carrier requirements, and enabling scalable growth. As the agency continues to grow, this role serves as a trusted AMS leader who elevates operational excellence across the agency technology landscape, leading us to reducing E&O exposure through strong documentation and system controls, ensuring carrier compliance and audit readiness, improving operational efficiency, scalability, and consistency.

This role serves to empower sales and service teams with reliable, well-designed workflows, and enhances client experience through accurate, timely service.

Primary Responsibilities:

• Serve as the agency-wide administrator and primary subject‑matter expert for Applied Epic system
• Configure and maintain workflows, activities, templates, forms, document management, automation, and dashboards
• Administer system security, user access, permissions, and role‑based controls
• Lead system testing, updates, upgrades, and rollouts to ensure smooth adoption
• Monitor system performance and proactively identify enhancement opportunities
• Coordinate with Applied Systems and third‑party vendors for troubleshooting and support

• Align Epic workflows with operations processes, including: endorsements, renewals, certificates, claims, audits
• Support producer and account management workflows
• Translate business needs into scalable system solutions
• Identify and implement automation opportunities to improve efficiency and consistency

• Ensure accurate processing of carrier downloads, policy data, and commission information
• Establish and enforce Epic documentation standards and required fields
• Perform regular data audits, cleanup initiatives, and quality assurance reviews
• Support carrier audits, regulatory requirements, and internal compliance reviews
• Maintain audit trails and system controls to mitigate E&O exposure

• Design and deliver role‑based Applied Epic training for new hires and existing colleagues
• Develop and maintain SOPs, job aids, workflow guides, and training documentation
• Provide advanced troubleshooting and coaching support
• Reinforce consistent Epic usage and best practices across all departments

• Build, maintain, and enhance Epic reports and dashboards
• Provide operational, compliance, and performance insights to leadership
• Support carrier reporting, audits, and internal reviews
• Partner with leadership to develop system‑driven KPIs and metrics

• Oversee integrations with third‑party tools (eSignature, rating platforms, document management, VOIP, etc.)
• Manage vendor relationships related to AMS tools and integrations
• Support data migrations, acquisitions, and book rolls into Epic
• Act as the liaison between operations, sales, finance/accounting, IT partners, vendors, and Applied Systems

Experience and Skills:

• 5–10+ years of experience working with Applied Epic in a commercial insurance environment
• Advanced Applied Epic expertise (senior…