Agency Virtual Administrator - Applied Epic

About the role

We are seeking a detail-oriented and proactive Agency Virtual Administrator to join the KiteTech Agency Consulting team. The purpose of this position is to provide high-quality virtual Applied Epic Administration support for KiteTech’s insurance agency clients who do not have the internal resources to manage these important tasks. This role is ideal for someone with a good understanding of insurance agency operations, excellent organization and communication skills, and a passion for supporting agency operations through technology.

Responsibilities

• Provide day-to-day virtual system administration support for clients using Applied Epic
• Perform regularly scheduled virtual meetings with clients
• S securely handle sensitive and important information on behalf of agency clients
• Set up, run and review reports, and offer guidance to agency clients
• Facilitate processes within Applied Epic, including user management, security settings, and configuration with keen attention to detail
• Help in configuring, maintaining, and troubleshooting templates
• Monitor system performance and escalate issues as needed
• Document system changes and project progress
• Meet scorecard goals related to efficiency, quality, training/development, and customer satisfaction
• Demonstrate willingness to learn new products and capabilities within Applied Epic and supported projects
• Performs other related duties as assigned

Requirements

• Understanding of insurance agency operations and workflows
• Strong ability to prioritize and work independently handling multiple client requests
• Excellent organizational and customer service skills
• Effective written and verbal communication abilities
• Self-motivated with ability to work independently and as part of a remote team
• Proficient with M365 tools (Outlook, Excel, Teams, etc.)
• Possess reliable home internet connection for video meetings and a dedicated workspace
• 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
• 1-3 years of agency experience working with Applied Epic or similar agency management systems
• P&C Insurance license or the ability to get licensed

Qualifications

• Education: Bachelor's degree preferred

Skills

• Technical proficiency with Microsoft 365 and other cloud technologies
• Experience with insurance agency operations and workflows
• Strong problem-solving and decision-making skills
• Ability to work independently and manage multiple tasks
• Excellent communication and interpersonal skills

Benefits

• Health: KiteTech pays 80% of total premium for employee and family
• Flexible Vacation Hours
• Simple IRA: 100% match for first 3%

Pay

$45,000 – $55,000 based on experience

Schedule

Remote