Agency Virtual Administrator - Applied Epic

Full-Time | Remote

Job Description

We are seeking a detail-oriented and proactive Agency Virtual Administrator to join the KiteTech Agency Consulting team. The purpose of this position is to provide high-quality virtual Applied Epic Administration support for KiteTech’s insurance agency clients who do not have the internal resources to manage these important tasks. This role is ideal for someone with a good understanding of insurance agency operations, excellent organization and communication skills, and a passion for supporting agency operations through technology.

Expectations and Responsibilities

Provide day-to-day virtual system administration support for clients using Applied Epic
Perform regularly scheduled virtual meetings with clients
Securely handle sensitive and important information on behalf of agency clients
Setup, run and review reports and offer guidance to agency clients
Facilitate processes within Applied Epic including user management, security settings and configuration with keen attention to detail
Help in configuring, maintaining, and troubleshooting templates
Monitor system performance and escalate issues as needed
Document system changes and project progress
Meet scorecard goals related to efficiency, quality, training/development, and customer satisfaction
Demonstrate willingness to learn new products and capabilities within Applied Epic and supported projects
Perform other related duties as assigned

Non-Negotiable Requirements

Understanding of insurance agency operations and workflows
Strong ability to prioritize and work independently handling multiple client requests
Excellent organizational and customer service skills
Effective written and verbal communication abilities
Self-motivated with ability to work independently and as part of a remote team
Proficient with M365 tools (Outlook, Excel, Teams, etc.)
Possess reliable home internet connection for video meetings and a dedicated workspace
Willingness and experience employing all elements of virtual meeting tools (i.e. cameras, meeting software, self-service appointment setting) to maximize the virtual experience for clients

Preferred Candidate Requirements

1-3 years of agency experience working with Applied Epic or similar agency management systems
P&C Insurance license or the ability to get licensed

Compensation & Benefits

Salary: $45,000 – $52,000 based on experience
Health: KiteTech pays 80% of total premium for employee and family
Flexible Vacation Hours
Simple IRA: 100% match for first 3%

Best Reasons to Work at Kite Technology

Encouragement of personal and professional development
Environment of teamwork and support
Outstanding management and accountability processes to maximize the contribution of our teammates and their opportunity to share in our success
Extraordinary focus on client success

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Agency Virtual Administrator - Applied Epic

Job Description

Expectations and Responsibilities

Non-Negotiable Requirements

Preferred Candidate Requirements

Compensation & Benefits

Best Reasons to Work at Kite Technology

Tell Us About Yourself

Apply now

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Adam Atwell