Applied Epic Consultant – Remote – Full Time

Applied Epic Consultant

We are looking for an enthusiastic professional to join the KiteTech Agency Consulting team. Kite Technology is a leading IT and business process advisor for insurance agencies nationwide for over 30 years. As part of the KiteTech Consulting team, you will have the freedom to create innovative solutions to help agencies maximize their effectiveness. You will join a team of similarly motivated experts who are passionate about delivering high quality services to Applied Epic agencies across the U.S.

Job Description

The purpose of the Applied Epic Consultant position is to provide expert consulting on Applied Epic’s agency management system to assist insurance agencies in successfully migrating to Epic and/or maximizing the value of Applied Epic for their agency. The primary role of the Consultant is to understand the specific agency management priorities and requirements of the client and recommend system configurations and workflows that will optimally meet the client’s objectives. The Consultant will have the freedom to recommend and deliver solutions suited to the clients’ needs.

Expectations / Responsibilities

Independently manage agency consulting engagements to the satisfaction of the client
Deliver consulting services including management recommendations, workflow development, Epic system configurations, and end user training
Maintain real-time documentation of consulting activities for the purpose of recording progress and ensuring accurate client billing
Maintain in-depth knowledge of Applied Epic and insurance agency management trends
Job is primarily remote. Some travel for marketing events or sizable clients is optional.

Non-Negotiable Requirements

2-3 years of experience consulting on Applied Epic or working as the Applied Epic subject matter expert within an agency of 20 or more users
Proficient with general office applications
Experience successfully working autonomously and collaboratively with a team
Professional written and verbal communication
Strong organizational, presentation, and customer service skills
Willingness and experience employing all elements of virtual meeting tools (i.e. cameras, meeting software, self-service appointment setting) to maximize the virtual consulting experience for clients
Self-motivated and agile

Preferred Candidate Requirements

8+ years’ experience in the insurance agency industry either working for an agency or providing services to agencies.
Applied Epic accounting experience
Management/supervisory experience
Experience with a proven process for building trust and confidence of management personnel within independent insurance agencies
Bachelor’s degree

Critical Success Factors

Consultative approach
Excellent communication skills
Mentality of teacher/coach
Process-oriented
Focus on big picture, but willing to sweat the details
Management perspective
Trustworthy/approachable

Compensation & Benefits

Base = $80,000-100,000 based on experience
Health Insurance
Paid Time Off
Simple IRA

Best Reasons to Work at Kite Technology

Consultants can focus on consulting and honing their skills leaving marketing, sales, billing, and administration to teammates gifted in those areas
Encourage personal development including attendance at major conferences (e.g. Applied Net) and continuing education
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