Systems Administrator, Applied Epic

Position

Applied Epic Systems Administrator –
Gregory & Appel Indianapolis IT Team

We’re looking for an experienced system administrator to lead the Applied Epic agency management system for our commercial and personal lines operations. The role requires deep technical expertise to configure, secure, optimize, and train users, while partnering with operations, compliance, and leadership to maintain consistency, compliance, and risk control.

• Applied Epic System Administration (advanced/expert level)
  • Serve as agency‑wide administrator and primary subject‑matter expert.
  • 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.
  • Monitor system performance and identify enhancement opportunities.
  • Coordinate with Applied Systems and third‑party vendors for troubleshooting and support.
• Workflow Optimization
  • Align Epic workflows with operations processes (endorsements, renewals, certificates, claims, audits).
  • Support producer and account management workflows.
  • Translate business needs into scalable system solutions.
  • Identify and implement automation opportunities.
• Data Integrity, Compliance & Risk Management
  • Ensure accurate processing of carrier downloads, policy data, and commission information.
  • Establish and enforce 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.
• Training, Mentoring & User Enablement
  • 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.
• Reporting & Analytics
  • 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.
• Integrations, Vendors & Growth Support
  • 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 liaison between operations, sales, finance/accounting, IT partners, vendors, and Applied Systems.

• 5–10+ years of experience working with Applied Epic in a commercial insurance environment.
• Advanced Applied Epic expertise (senior administrator, systems lead, or power user level).
• Strong understanding of commercial P&C insurance operations and workflows.
• Experience supporting compliance, audits, and E&O risk management.
• Proven ability to train, mentor, and support users at all levels.
• High attention to detail with strong analytical and problem‑solving skills.

• Applied Epic certification(s).
• Experience leading Epic implementations, upgrades, or major enhancements.
• Experience supporting multi‑office or growing agencies.
• Background in agency operations, compliance, or technology.
• Familiarity with system integrations, data migrations, or acquisition onboarding.
• Experience with reporting tools, automation, or workflow optimization.

• Expert‑level Applied Epic proficiency.
• Strong systems and process optimization mindset.
• Detail‑oriented with focus on data accuracy and compliance.
• Ability to translate technical requirements into practical solutions.
• Clear, effective communication and training skills.
• Proactive, service‑oriented leadership approach.
• Strong collaboration and influence across teams.

• Hybrid work schedule (Tuesday‑Thursday onsite in our downtown office).
• Occasional after‑hours support during major system updates or releases.
• Close collaboration with operations, sales, and leadership teams.
• Fast‑paced, detail‑driven agency environment.

Mid‑Senior level

Full‑time

Information Technology

Insurance

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