Associate Consultant

4 weeks ago


Chicago, Illinois, United States Applied Systems Full time

Job Description
Applied Systems, Inc., the worldwide leader in insurance technology, is currently searching for an Associate Consultant, Accounting to join our Solution Services team. As the Associate Consultant, Accounting, you will work directly with clients to implement and configure accounting in Applied Epic. In this role, you will work independently with clients to deliver a positive customer experience. You will have the opportunity to cultivate, maintain, and grow relationships with new and existing customers to promote and drive user adoption of our products. In addition, you will have the opportunity to contribute to internal projects and collaborate with team members to achieve department goals that align with Applied's Values in Action. This position requires excellent communication and organizational skills, as well as a strong knowledge of accounting principles.
What You'll do

  • Be accountable for the overall success of the transition of accounting data into Applied Epic.
  • Assist clients with making accounting related configuration decisions as well as managing associated workflows related to the financial transition.
  • Work with customers to gather requirements, assess needs, and provide guidance on best practices and workflows to meet business needs.
  • Provide timely communication with customers and internal teams to deliver high-quality implementations.
  • Partner with project leadership and other team members to ensure completion of all deliverables across the project.
  • Form strong and productive working relationships with customers, managing to keep customers on track toward achieving mutual goals.
  • Maintain a strong working knowledge of accounting and accounting related workflows in Epic.
  • Maintain thorough documentation of customer interactions, tasks completed, project status, and action items.
  • Manage multiple priorities and perform well in a fast-paced environment while maintaining a high level of quality and client satisfaction.
  • Develop and maintain excellent knowledge of company products, usage, features, etc.

What You'll Need to Succeed
We're looking for someone who:

  • Can work in a Hybrid work environment from our Chicago, IL office (approximately 2-3 days per week)

Your experience should include some or all of the following:

  • Experience in an accounting or finance related position
  • Worked with Applied Epic
    • May also consider candidates with strong competitor product expertise
  • Demonstrated communication, analytical, and problem-solving skills
  • Highly organized and can handle multiple projects concurrently
  • Bachelor's degree or equivalent work experience in the areas of Accounting, Finance, Computer Science or related disciplines
    • We proudly support and encourage people with military experience, as well as military spouses, to apply

Additonally, you may have:

  • Experience within the insurance industry

What You'll Gain
Benefits from Day One

  • Health insurance plans, dental, and vision
  • Wellness incentives
  • 401(k) and/or RRSP retirement savings plans with employer match

Work-Life Balance

  • Competitive paid vacation time and a free day for your birthday
  • Personal/sick time
  • Paid holidays
  • Flex Time
  • Paid parental leave (U.S. candidates)
  • Volunteer time off

Empowering Career Growth and Success - We invest in talent, care about our people and are empowered by the results of our work. We grow our teams from within and give our employees opportunities to advance.
What We Value
We strive for excellence at every turn to be the best at what we do. We invest in talent, care about our people and are empowered by the results of our work. We fulfil the promise of insurance - safeguarding and protecting what matters most in people's lives. And there is no more important job than that.
Our focus on the workforce, workplace and marketplace gives us a qualified individual in an environment in which they can be productive while we maintain our position in the industry. To help drive that change toward a vibrant, modern workplace, we have employee-driven networks with commonalities in ethnicity, gender, sexual orientation and military status.
Who We Are
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and the innovation leader, Applied is the world's largest agency and brokerage management systems provider, serving customers throughout the United States, Canada, the Republic of Ireland, and the United Kingdom. By automating the insurance lifecycle, Applied's people and products enable millions of people worldwide to safeguard and protect what matters most.
For 40 years, Applied Systems has led an industry we helped to create with a mission to continuously improve the business of insurance. From partnerships, acquisitions, and insurance innovation initiatives, Applied has focused on efforts to be the indispensable partner in our industry.
It's an exciting time at Applied. You can do big things here, in an environment that supports creative thinking and bold ideas. Visit for more information on how you can challenge what's possible.
EEO Statement
Applied Systems is proud to be an Equal Employment Opportunity and Affirmative Action Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don't discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law.
#LI-Hybrid



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