Applied Epic Systems Administrator

Join to apply for the Applied Epic Systems Administrator role at Gregory & Appel

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.

• 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 roll‑ins into Epic
• Act as the 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 a 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 (Tues‑Thurs onsite in our beautiful downtown office)
• Occasional after‑hours…