Applied Epic Integration Specialist - Remote

Posted 22 Days Ago
Be an Early Applicant
Hiring Remotely in USA
Remote
65K-75K Annually
Mid level
Insurance
The Role
The Applied Epic Integration Specialist helps in the migration to OneDigital's Applied Epic system by ensuring team communications, data quality, and project management during the transition.
Summary Generated by Built In

Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injuries or other unforeseeable surprises. This gives our clients the ability to focus on what’s most important to them and their employees: doing their best work and living their best lives.

If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you.

Our Newest Opportunity: 

This position works directly with newly acquired local offices and the corporate teams on the migration to the OneDigital Applied Epic instance. This position serves as a liaison between the local office, M&A, and P&C Operations teams to ensure a smooth transition to Applied Epic. (Applied Epic experience is required to be considered, CSR24, Indio, and Epic Quotes are highly desired).

This is not the same system as ‘EPIC’, Epic Systems EHR system.

Essential Duties and Responsibilities (include but are not limited to):

  • Maintain project plan for each agency and Training Assignment Smartsheet
  • Keep project team on task to meet deadlines and Applied’s schedule
  • Lead discovery conversations to identify areas (mapping, activities, workflows) that require further discussion or decisions. Communicate to Epic Core Team and bring in appropriate resources to reach a final decision.
  • Review and complete reports and worksheets received from Applied during migration, working with the local office to ensure all data fields are mapped properly into OneDigital Epic instance
  • Schedule and run meetings including, but not limited to, kick off call to begin the migration project for each new office, the “all team” meeting, data review meeting, and the weekly check ins
  • Attend regular M&A meetings with pre and post close agencies to ensure alignment on the Epic transition schedule
  • Act as liaison with Applied staff to help complete new agency paperwork and schedule agencies within the M&A program
  • Send regular communication to the local team (kick off call follow up for group training and data validation; data pull dates and information; data review workbooks; upcoming deadlines; monthly communication to agency teams; etc.)
  • Guide local offices through data review to ensure clean and accurate data flowing into the OneDigital Applied Epic instance
  • Review and report issues found during data review; work with Applied and the local office to resolve
  • Educate migrating team on differences between legacy AMS and OneDigital Applied Epic
  • Work with local team after Go Live on data quality and cleanup projects, including BPO partner as needed
  • Applied Epic support ticket assistance

Qualifications, Skills and Requirements:

  • Ability to take “big picture” approach and enact change management
  • Strong attention to detail
  • Strong verbal and written communication skills
  • Ability to maintain detailed standard operating processes and document changes
  • Ability to work independently as well as in a team environment
  • Excellent organizational skills
  • Strong analytical and problem-solving skills
  • Ability to establish and maintain collaborative working relationships with others of all levels

Education, Training and Experience:

  • Bachelor’s degree preferred, but not required
  • A minimum of 3 years of experience in Applied Epic agency management system
  • Applied CSR24, Indio, and Epic Quotes experience required

The typical base pay range for this role nationwide is $65,000 to $75,000 per year 

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance.  We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!

Top Skills

Applied Epic
Csr24
Epic Quotes
Indio
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The Company
HQ: Atlanta, Georgia
2,966 Employees
On-site Workplace
Year Founded: 2000

What We Do

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience.

Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 75,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation.

OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.

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