Applied Epic Insurance Associate

Savvital is a dynamic company dedicated to supporting small and medium-sized businesses in the international market through tailored solutions that enhance operational capacity. Our team of skilled professionals is passionate about delivering meaningful assistance that adds real value to our clients’ daily workflows. We aim to provide affordable, strategic task delegation services that foster growth and create a business environment enriched with a personal touch.

We are seeking an experienced Applied Epic Insurance Associate with strong hands-on expertise in Applied Epic to support the daily operations of a Property & Casualty (P&C) insurance agency. The ideal candidate will have practical experience managing client records, policy documentation, certificates of insurance, endorsements, renewals, and other essential insurance servicing tasks within Applied Epic. Intermediate to advanced proficiency in Applied Epic is mandatory, and candidates must demonstrate prior professional experience using the system in an insurance agency setting. Beginner-level knowledge or experience limited to training will not be considered.

Key Responsibilities
- Applied Epic Management: Efficiently navigate and maintain client accounts, policy files, activity logs, and documentation within the Applied Epic system.
- Certificates of Insurance (COIs): Prepare, issue, track, and follow up on certificates of insurance, managing high-volume requests with accuracy.
- Policy Servicing: Process policy endorsements, update client and policy information, and ensure records are accurate and current.
- Quoting & Re-quoting: Collect necessary information, coordinate with carriers, obtain quotes, and assist in preparing insurance proposals.
- Renewal Management: Monitor upcoming renewals, proactively reach out to clients, gather updated information, coordinate with carriers, and maintain renewal documentation.
- Documentation & Reporting: Organize digital records, manage insurance documents, and utilize Applied Epic’s reporting and activity-tracking features.
- Producer Support: Manage calendars, schedule appointments, track outstanding tasks, and coordinate follow-ups to support producers and account managers.
- Client Communication: Respond professionally to client inquiries, coordinate service requests, and ensure timely follow-up on outstanding items.
- Task Prioritization: Handle multiple requests and deadlines while maintaining accuracy, organization, and high standards of client service.

Required Qualifications
- Demonstrated intermediate to advanced proficiency in Applied Epic with practical experience in a professional insurance agency environment.
- Hands-on experience managing client records, policy files, activity logs, and insurance documentation within Applied Epic.
- Working knowledge of certificate issuance, certificate holder management, endorsements, renewals, and policy servicing workflows.
- Experience with insurance quoting, re-quoting, carrier coordination, and proposal preparation.
- Solid understanding of Property & Casualty (P&C) insurance operations.
- Strong organizational skills with the ability to manage high-volume requests and competing priorities effectively.
- Excellent verbal and written communication skills, especially in client and carrier interactions.
- High attention to detail and commitment to maintaining accurate policy records and documentation.
- Ability to work independently, track follow-ups, and meet deadlines in a fast-paced environment.

Preferred Qualifications and Benefits
- Previous experience supporting US-based P&C insurance agencies.
- Experience handling high-volume COI requests and managing certificate holders within Applied Epic.
- Familiarity with Applied Epic reporting, document management, and renewal activity tracking.
- Prior experience providing administrative and operational support to insurance producers or account managers.

Compensation & Benefits
- Market-competitive base salary, commensurate with experience.
- Allowances for premium internet, electricity, and wellbeing.
- Annual performance-based salary increments and structured career progression opportunities.
- Individual performance and team-based target bonuses.

Candidates must demonstrate practical, day-to-day Applied Epic experience beyond basic navigation or introductory training. Those without prior Applied Epic experience or with only beginner-level exposure will not be considered. We seek a detail-oriented, dependable professional who can seamlessly integrate into an established insurance workflow with minimal system training, combining strong Applied Epic skills with sound insurance knowledge and proactive client service.