Job Description
Applied Epic Administrator at MTN WST summary:
The Applied Epic Administrator manages and optimizes the Applied Epic agency management system to support the business needs of an insurance agency. Responsibilities include system configuration, security management, workflow customization, data integrity, reporting, and integration with third-party applications. This role collaborates with IT, operations, and business units to enhance system adoption, compliance, and operational efficiency within the agency.
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Description Delivering Peace, Empowering your Potential, and Fortifying the Future.
As an Applied Epic Administrator, you will be responsible for the overall configuration, maintenance, and optimization of the Applied Epic agency management system. This role ensures that Epic supports the business needs of the agency by managing system security, workflows, data integrity, reporting, and integrations with third-party applications. The Administrator partners with IT, Operations, and business unit leaders to drive adoption, efficiency, and compliance across the organization.
Performance Expectations/Responsibilities
- Manage day-to-day administration of Applied EPIC including security roles, user access, and permissions.
- Configure, maintain, and update EPIC workflows, templates, custom fields, and forms to align with business needs.
- Oversee integration with third-party applications (e.g., document management, quoting, e-signature, VOIP/phone systems).
- Coordinate with Applied Systems and vendors for upgrades, patches, and troubleshooting.
- Maintain data quality by monitoring imports, running validations, and correcting errors.
- Develop, customize, and distribute management and operational reports using EPIC's reporting tools.
- Ensure consistency of client, policy, and accounting data across all business units.
- Support data migration efforts for acquisitions and book rolls.
- Provide end-user support for EPIC-related questions, issues, and functionality.
- Act as the subject matter expert (SME) for EPIC, bridging technical system knowledge with operational workflows.
- Ensure system configurations comply with agency policies, industry regulations, and data security requirements.
- Maintain audit trails, monitor system usage, and prepare reports for management and compliance reviews.
- Support leadership with system-driven KPIs, performance metrics, and process improvements.
- Upholds honesty, integrity, professionalism, and respect.
Compensation & Benefits
- $90,000 - $110,000 Annually
- Medical, Dental, Vision, 401k with company match
- Paid Time Off (PTO)
Required Skills
- Strong knowledge of Applied EPIC functionality, security roles, and reporting.
- Excellent analytical, troubleshooting, and problem-solving skills.
- Strong project management and documentation abilities.
- Effective communication and training skills with both technical and non-technical users.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Education/Training Requirements
- Bachelor's degree in Information Systems, Business, or related field preferred (or equivalent experience).
- 3+ years of experience administering Applied EPIC in an insurance agency or brokerage setting.
- Knowledge of property & casualty, personal lines, and employee benefits insurance workflows.
- Experience with system integrations, data migrations, and report development.
Preferred Qualifications
- Experience with Applied EPIC, Vertafore AMS and HawkSoft
- Familiarity with SQL or business intelligence/reporting tools.
- Previous involvement in acquisition integration projects
Work Environment/Physical Demands
- Extended periods of sitting at a desk while using a computer and other office equipment.
- Repetitive motion tasks, such as typing, data entry, and phone use.
- Occasional lifting of files or other materials, typically weighing up to 20 pounds.
- Ability to move freely around the office space to collaborate with colleagues or access office resources.
- Visual acuity to read documents, screens, and fine print on documents.
- Manual dexterity to operate office equipment and handle paperwork efficiently.
- Ability to maintain focus and attention to detail in a sometimes fast paced and multitasking environment.
- The office environment typically has a moderate noise level consistent with a professional office setting.
- Occasional evening/weekend work during upgrades or migrations.
- Some travel may be required for this position, primarily for attending training sessions, conferences, or meetings with clients or stakeholders. A valid driver's license and reliable transportation may be necessary for travel to off-site locations.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Please note that this job description is subject to change at any time and does not encompass all responsibilities, duties, or activities that may be required of the employee. Additional tasks, responsibilities, and duties may be assigned as deemed necessary by management.
Position Requirements Location Craig, CO
Full-Time/Part-Time Full-Time
Position Applied Epic Administrator
Number of Openings 1
Exempt/Non-Exempt Exempt
About the Organization Mountain West Insurance & Financial Services is a fast-growing independent insurance agency partnered with a nationally ranked top 15 insurance brokerage holding company. Founded in 1998 Mountain West has over 200 employees and 13 office locations across Colorado and in Farmington, New Mexico, including many of Colorado's top ski resort communities. Mountain West is a rapidly growing company representing clients in over 40 + states offering unlimited career opportunities.
This position is currently accepting applications. Keywords:
Applied Epic, agency management system, system administration, insurance software, data integrity, workflow configuration, system security, reporting tools, third-party integration, IT support
Job Tags
Full time, Part time, Casual work, Work at office, Afternoon shift,