Job Description Amazing Career Moments Happen Here Transforming the insurance industry is ambitious, we know. That's why at Applied, we're building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers - all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we're not just redefining what's achievable; we're creating a place where amazing career moments are made possible. Position Overview We're searching for a Solutions Specialist (Benefits) to join our Customer Experience team in a remote location. To keep us headed in the right direction, we're looking for people who understand winning is a team sport, who value and seek to learn from our team's diverse experiences and backgrounds, who welcome a challenge and take risks in the pursuit of creating better outcomes for our customers, and who can, at any given time, step back to laugh and have some fun. What You'll Do Serve as an industry expert in the Employee Benefits space, specializing in insurance market dynamics and common independent agency/brokerage processes. This includes deep industry knowledge and expertise in benefits insurance processes and workflows. Demonstrate advanced product knowledge for at least one persona in the Benefits space (Servicing, Management & Operations, Sales & Marketing, or Accounting), including a deep understanding of workflows. Strong customer-focus, with a demonstrated urgency to respond to customer questions, concerns and escalations promptly and thoroughly Engage in consultative discussions with clients, including conducting robust discovery and providing strategic solutions that build trust and influence behaviors that drive adoption. On occasion, provide deep ongoing support to strategic customers as part of a professional services engagement. This could include guiding customers through best practices, platform configurations, and training. Develop and deliver compelling presentations, both virtually (via webinars, office hours, etc.) and in person at Applied Net or other events, to showcase the value of Applied solutions (e.g., the Art of the Possible) to Applied customers. Collaborate cross-functionally with other teams, including Sales, Onboarding Services, Support, Product, Marketing and others, to provide constructive and prioritized feedback based on Voice of Customer/ customer interactions. Create documentation to support best practices and tutorials for how to use Applied's Benefits solutions. Meticulously document all client engagements and share detailed learnings with key stakeholders. We're Excited to Learn More About You Your experience may include: College degree or equivalent work experience; advanced degree preferred (preferable benefits insurance-related) 5+ years of experience in an agency/brokerage environment, including successful client service/consulting experience; management/leadership experience ideal, but open to any level of agent/broker experience 2+ years of experience with Applied Epic; ancillary product experience (Applied Benefits Designer, Applied Mobile, etc.) a plus Excellent communication and presentation skills, capable of persuasively conveying ideas. Demonstrated ability to identify opportunities, scope of work, and support upselling efforts. You may have other skills or credentials, including: 2+ years of experience with Applied Epic; ancillary product experience (Applied Benefits Designer, Applied Mobile, etc.) a plus Robust Benefits insurance knowledge with subject matter expertise in two or more of the following areas: Insurance Operations Benefits Servicing Benefits Account Management Insurance Technology/Automation We know that talent comes from all backgrounds and experience levels. We encourage military members and their spouses as well as candidates without a degree or a background in tech to apply! When You Join Team Applied, You Can Expect: A culture that values who you are and recognizes that you aren't just an employee; you are a teammate, and you matter. We thrive on the benefits of our different experiences and celebrate the uniqueness our teammates bring to work with them every day.