Operations Manager, Business Applications

Remotefull time

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Remote

mid

H1B: no

Agi Holdings Operations Manager to drive improvements in operational processes and manage Applied Epic system workflows and implementations. Responsible for training, support, and ensuring smooth integration of core and third-party software.

Responsibilities

Workflow Management
Document Epic workflows across the policy lifecycle: new business intake, policy issuance, endorsements, renewals, cancellations, claims intake, and billing.
Participate in process mapping and re-engineering initiatives; identify bottlenecks, redundancies, and manual touchpoints, and drive measurable efficiency gains.
Establish and maintain workflow manuals.
Provide guidance to agencies and servicing teams on workflow questions and gather their input to inform updates to workflows and processes.
Applied Epic Implementations
Serve as the subject matter expert for Applied Epic, including system configuration, workflow design, and ongoing optimization.
Perform system configuration and workflow design updates as needed for each implementation.
Pre-conversion tasks including system configuration, workflow updates, UAT and other data review deliverables outlined and assigned in project plan.
Support Applied Epic implementation and migration projects — including onboarding agencies as they transition to Epic — from planning through go-live and stabilization.
Develop post-conversion data cleanup plan to address conversion errors. Perform data clean up as required.
Monitor Epic usage and data quality; enforce consistent data entry standards and run regular audits to keep client, policy, and accounting data clean and reliable.

Qualification

High proficiency with Microsoft ExcelStrong organizationalAbility to travelAs part of our hiring process

Required

5+ years of experience in insurance operations or an insurance agency environment.
3+ years of hands-on Applied Epic experience, including workflow configuration and system administration.
Experience leading or playing a key role in an Applied Epic implementation, migration, or major upgrade, including requirements gathering, UAT, and go-live support a plus.
High proficiency with Microsoft Excel, Outlook, and Word; comfort working with project management tool Click Up a plus.
Strong organizational, time management, and communication skills, with the ability to bridge business and technical audiences.
Ability to travel, as needed.
As part of our hiring process, AGI asks applicants to complete a brief Culture Index (CI) survey following their application. We use the CI to better understand individual work styles and strengths, and to help ensure alignment between candidates and the needs of the role. Please complete that Survey with your application. It should take between 3-5 minutes to complete.