Gregory & Appel
Join to apply for the
Applied Epic Systems Administrator
role at
Gregory & Appel
If you're looking to join a team positioned to make a big impact in a growing organization, that supports a growth mindset and collaborates cross‑functionally, allowing you to leverage your deep technology expertise to find solutions, rather than roadblocks. Gregory & Appel’s Indianapolis IT team could be the best place for you!
This is a great opportunity to work alongside top industry leaders, support meaningful clients, and advance your career with a company that invests in you and your community.
Primary Responsibilities
Serve as the agency-wide administrator and primary subject‑matter expert for Applied Epic system
Configure and maintain workflows, activities, templates, forms, document management, automation, and dashboards
Administer system security, user access, permissions, and role‑based controls
Lead system testing, updates, upgrades, and rollouts to ensure smooth adoption
Monitor system performance and proactively identify enhancement opportunities
Coordinate with Applied Systems and third‑party vendors for troubleshooting and support
Workflow Optimization
Align Epic workflows with operations processes, including: endorsements, renewals, certificates, claims, audits
Support producer and account management workflows
Translate business needs into scalable system solutions
Identify and implement automation opportunities to improve efficiency and consistency
Data Integrity, Compliance & Risk Management
Ensure accurate processing of carrier downloads, policy data, and commission information
Establish and enforce Epic documentation standards and required fields
Perform regular data audits, cleanup initiatives, and quality assurance reviews
Support carrier audits, regulatory requirements, and internal compliance reviews
Maintain audit trails and system controls to mitigate E&O exposure
Design and deliver role‑based Applied Epic training for new hires and existing colleagues
Develop and maintain SOPs, job aids, workflow guides, and training documentation
Provide advanced troubleshooting and coaching support
Reinforce consistent Epic usage and best practices across all departments
Reporting & Analytics
Build, maintain, and enhance Epic reports and dashboards
Provide operational, compliance, and performance insights to leadership
Support carrier reporting, audits, and internal reviews
Partner with leadership to develop system‑driven KPIs and metrics
Integrations, Vendors & Growth Support
Oversee integrations with third‑party tools (eSignature, rating platforms, document management, VOIP, etc.)
Manage vendor relationships related to AMS tools and integrations
Support data migrations, acquisitions, and book roll‑ins into Epic
Act as the liaison between operations, sales, finance/accounting, IT partners, vendors, and Applied Systems
Experience and Skills Required
5–10+ years of experience working with Applied Epic in a commercial insurance environment
Advanced Applied Epic expertise (senior administrator, systems lead, or power user level)
Strong understanding of commercial P&C insurance operations and workflows
Experience supporting compliance, audits, and E&O risk management
Proven ability to train, mentor, and support users at all levels
High attention to detail with strong analytical and problem‑solving skills
Preferred
Applied Epic certification(s)
Experience leading Epic implementations, upgrades, or major enhancements
Experience supporting multi‑office or growing agencies
Background in agency operations, compliance, or technology
Familiarity with system integrations, data migrations, or acquisition onboarding
Experience with reporting tools, automation, or workflow optimization
Expert‑level Applied Epic proficiency
Strong systems and process optimization mindset
Detail‑oriented with a focus on data accuracy and compliance
Ability to translate technical requirements into practical solutions
Clear, effective communication and training skills
Proactive, service‑oriented leadership approach
Strong collaboration and influence across teams
Work Environment & Expectations
Hybrid work schedule (Tues‑Thurs onsite in our beautiful downtown office)
Occasional after‑hours support during major system updates or releases
Close collaboration with operations, sales, and leadership teams
Why You’ll Love Working Here
Flexible PTO, extended holiday calendar & hybrid/remote options
A culture that values diversity, community giving (10% of profits donated), and employee growth.
A people‑first culture with Belonging, Giving, Innovation, Growth, Insight that serve as our agency’s Guiding Principles.
Competitive pay and benefits with flexibility and balance.
Hybrid work schedule: Tuesday–Thursday in‑office, with flexibility on Mondays and Fridays
Join a team that invests in you, supports your success, and makes a difference in the community.
Apply today to grow with Gregory & Appel!
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Quality Assurance and Customer Service
Industries Insurance
#J-18808-Ljbffr
Applied Epic Systems Administrator
role at
Gregory & Appel
If you're looking to join a team positioned to make a big impact in a growing organization, that supports a growth mindset and collaborates cross‑functionally, allowing you to leverage your deep technology expertise to find solutions, rather than roadblocks. Gregory & Appel’s Indianapolis IT team could be the best place for you!
This is a great opportunity to work alongside top industry leaders, support meaningful clients, and advance your career with a company that invests in you and your community.
Primary Responsibilities
Serve as the agency-wide administrator and primary subject‑matter expert for Applied Epic system
Configure and maintain workflows, activities, templates, forms, document management, automation, and dashboards
Administer system security, user access, permissions, and role‑based controls
Lead system testing, updates, upgrades, and rollouts to ensure smooth adoption
Monitor system performance and proactively identify enhancement opportunities
Coordinate with Applied Systems and third‑party vendors for troubleshooting and support
Workflow Optimization
Align Epic workflows with operations processes, including: endorsements, renewals, certificates, claims, audits
Support producer and account management workflows
Translate business needs into scalable system solutions
Identify and implement automation opportunities to improve efficiency and consistency
Data Integrity, Compliance & Risk Management
Ensure accurate processing of carrier downloads, policy data, and commission information
Establish and enforce Epic documentation standards and required fields
Perform regular data audits, cleanup initiatives, and quality assurance reviews
Support carrier audits, regulatory requirements, and internal compliance reviews
Maintain audit trails and system controls to mitigate E&O exposure
Design and deliver role‑based Applied Epic training for new hires and existing colleagues
Develop and maintain SOPs, job aids, workflow guides, and training documentation
Provide advanced troubleshooting and coaching support
Reinforce consistent Epic usage and best practices across all departments
Reporting & Analytics
Build, maintain, and enhance Epic reports and dashboards
Provide operational, compliance, and performance insights to leadership
Support carrier reporting, audits, and internal reviews
Partner with leadership to develop system‑driven KPIs and metrics
Integrations, Vendors & Growth Support
Oversee integrations with third‑party tools (eSignature, rating platforms, document management, VOIP, etc.)
Manage vendor relationships related to AMS tools and integrations
Support data migrations, acquisitions, and book roll‑ins into Epic
Act as the liaison between operations, sales, finance/accounting, IT partners, vendors, and Applied Systems
Experience and Skills Required
5–10+ years of experience working with Applied Epic in a commercial insurance environment
Advanced Applied Epic expertise (senior administrator, systems lead, or power user level)
Strong understanding of commercial P&C insurance operations and workflows
Experience supporting compliance, audits, and E&O risk management
Proven ability to train, mentor, and support users at all levels
High attention to detail with strong analytical and problem‑solving skills
Preferred
Applied Epic certification(s)
Experience leading Epic implementations, upgrades, or major enhancements
Experience supporting multi‑office or growing agencies
Background in agency operations, compliance, or technology
Familiarity with system integrations, data migrations, or acquisition onboarding
Experience with reporting tools, automation, or workflow optimization
Expert‑level Applied Epic proficiency
Strong systems and process optimization mindset
Detail‑oriented with a focus on data accuracy and compliance
Ability to translate technical requirements into practical solutions
Clear, effective communication and training skills
Proactive, service‑oriented leadership approach
Strong collaboration and influence across teams
Work Environment & Expectations
Hybrid work schedule (Tues‑Thurs onsite in our beautiful downtown office)
Occasional after‑hours support during major system updates or releases
Close collaboration with operations, sales, and leadership teams
Why You’ll Love Working Here
Flexible PTO, extended holiday calendar & hybrid/remote options
A culture that values diversity, community giving (10% of profits donated), and employee growth.
A people‑first culture with Belonging, Giving, Innovation, Growth, Insight that serve as our agency’s Guiding Principles.
Competitive pay and benefits with flexibility and balance.
Hybrid work schedule: Tuesday–Thursday in‑office, with flexibility on Mondays and Fridays
Join a team that invests in you, supports your success, and makes a difference in the community.
Apply today to grow with Gregory & Appel!
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Quality Assurance and Customer Service
Industries Insurance
#J-18808-Ljbffr