OneDigital
Fierce Advocates of Health, Success and Financial Security
Systems Support Specialist
Location
United States
Posted
7 days ago
Salary
Not specified
No structured requirement data.
Job Description
The P&C Systems Support Specialist provides comprehensive, collaborative support to the P&C Operations team, with a primary focus on download, suspense, and Applied Epic migrations. This role facilitates seamless integration into the OneDigital Applied Epic environment, data integrity, system configuration, and operational excellence across the Property & Casualty (P&C) Practice. The P&C Systems Support Specialist acts as a bridge between many teams, ensuring efficient processes, accurate data management, and high service standards.
Ticket Resolution: Resolve Applied Epic support tickets, providing technical expertise and timely solutions.
Service Standards: Maintain the highest level of service, professionalism, and accuracy in all support activities.
Build and maintain collaborative relationships across all levels of the organization.
Download Suspense Processing: Process suspense items in Applied Epic, ensuring timely and accurate handling of transactions and resolving related issues.
Migration Project Support: Assist with integration support, system configuration, and download/interface management for migrations, including advanced scheduling of recurring and non-recurring meetings to meet the project deadlines. Coordinate meeting agendas, update presentations and other meeting deliverables. Participate and support in meetings, keeping on time and on topic, taking detailed notes and actions; following up with meeting highlights and agreed actions items.
Assist with integration support, system configuration, and download/interface management for migrations, including advanced scheduling of recurring and non-recurring meetings to meet the project deadlines.
Coordinate meeting agendas, update presentations and other meeting deliverables.
Participate and support in meetings, keeping on time and on topic, taking detailed notes and actions; following up with meeting highlights and agreed actions items.
Migration Data Integrity & Cleanup: Assist with data review and cleanup during the migration process to Applied Epic and ancillary systems (CSR24, Indio, Applied Epic Quotes) for newly acquired agencies. Support data validation, discrepancy reporting and resolution – before, during, and after the Applied Epic migration.
Assist with data review and cleanup during the migration process to Applied Epic and ancillary systems (CSR24, Indio, Applied Epic Quotes) for newly acquired agencies.
Support data validation, discrepancy reporting and resolution – before, during, and after the Applied Epic migration.
User Management & Security: Manage user lifecycle tasks, including onboarding, termination, account reassignments, and access provisioning for all P&C systems. Maintain security groups and user access, updating as needed.
Manage user lifecycle tasks, including onboarding, termination, account reassignments, and access provisioning for all P&C systems.
Maintain security groups and user access, updating as needed.
Operational & Technical Assistance: Support cross-functional collaboration with Operations, Technology, Finance, Licensing, and Learning & Development teams, as well as local team members and external stakeholders.
Support cross-functional collaboration with Operations, Technology, Finance, Licensing, and Learning & Development teams, as well as local team members and external stakeholders.
Training & Enablement: Support training initiatives for agency staff and new users, reinforcing best practices and system usage. Help document and update standard operating procedures for migration, integration, and operational processes.
Support training initiatives for agency staff and new users, reinforcing best practices and system usage.
Help document and update standard operating procedures for migration, integration, and operational processes.
Process Optimization & Review: Participate in regular reviews of migration, integration, and operational processes to identify inefficiencies and propose improvements. Assist with data cleanup projects (e.g., Book of Business analysis).
Participate in regular reviews of migration, integration, and operational processes to identify inefficiencies and propose improvements.
Assist with data cleanup projects (e.g., Book of Business analysis).
Job Requirements
- Strong attention to detail and commitment to data accuracy.
- Excellent verbal and written communication skills.
- Proven ability to create and maintain detailed processes, procedures, and Project Plans.
- Demonstrated ability to work independently and collaboratively across teams.
- Strong organizational, analytical and problem-solving skills.
- Steady, disciplined work pace.
- Experience with cross-functional teams (Finance, IT, Licensing).
- 1-2 years experience in Applied Epic, CSR24, Indio, and Applied Epic Quotes for PL strongly preferred.
- Related Agency Management System knowledge preferred.
- Undergraduate degree preferred; or 1-2 years of relevant P&C experience required.
- Active P&C license in home state preferred.
Benefits
- Health, wellbeing, retirement, and other financial benefits.
- Paid time off.
- Overtime pay for non-exempt employees.
- Robust learning and development programs.
- Reimbursement of job-related expenses per the company policy.
- Employee perks and discounts.