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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
adam atwell

Adam Atwell

Cloud solutions architect

Adam is passionate about consulting with organizations across the country to help them develop and execute a cloud adoption strategy that meets their business needs and future objectives. Adam oversees and manages our company strategy for Microsoft 365 adoption and is responsible for future growth and development inside Microsoft 365 and other cloud technologies.