Applied Epic Expert
6 days ago
About Us
Insurance Lounge is a multi-line insurance agency (P&C, Medicare, Life, Health, Retirement) focused on modernization, data integrity, and building efficient, scalable workflows. We are actively transitioning from basic Applied Epic usage into a fully optimized environment that supports automations, marketing integrations, reporting, and a clean, reliable client record.
Role Overview
We are seeking a part-time Applied Epic expert to guide our leadership and team in designing, implementing, and standardizing agency-wide use of Epic. This person will function as our subject-matter expert, advisor, and hands-on builder—ensuring we are utilizing Epic in the same way high-performing insurance agencies do.
You will help us evolve from "light use" to full operational adoption, including workflows, data hygiene, system configuration, tasking, reporting, marketing automation readiness, and optimized user experience.
Key Responsibilities
- Evaluate current Epic usage and identify gaps, opportunities, and required cleanup
- Create and implement standard operating procedures (SOPs) for account management, policy servicing, sales, P&C workflows, Medicare workflows, and renewal processes
- Configure and optimize Epic settings, including activities, templates, servicing workflows, automation triggers, and documentation standards
- Design a plan for account and policy-level data cleanup to support automations and marketing tools
- Build out reporting dashboards, activities, and follow-up processes that align with agency KPIs
- Train staff on proper Epic use, best practices, and consistent documentation
- Advise leadership on Epic capabilities, limitations, and recommended operational approach
- Provide ongoing part-time support as we deploy new workflows and refine our processes
Ideal Experience
- 3+ years of deep Applied Epic experience within an insurance agency (required)
- Strong understanding of personal lines and health/Medicare workflows preferred
- Proven experience building agency workflows, tasking structures, automation readiness, or data clean-up initiatives
- Familiarity with Epic marketing automation tools (AMA) a plus
- Strong communication skills and ability to work cross-functionally with leadership, sales, and operations teams
- Ability to translate operational needs into Epic configuration and real-world workflows
What We're Looking For
- Someone who has done this before—not just used Epic, but actively built and improved it
- A process-minded thinker who understands how a modern agency should run
- Someone who can work independently, provide clear recommendations, and execute on them
- A collaborative partner who can train and elevate our team
Compensation
- Competitive hourly rate based on experience
- Contract or part-time employment arrangement available
How to Apply
Please submit your resume and a brief overview of relevant Epic experience, including examples of workflow builds, automations, data cleanups, or agency transformation projects you have led.
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