Position Summary: The Employee Benefits Applied Systems Training Specialist is responsible for the administration, optimization, implementation, and continuous improvement of systems and operational workflows supporting Employee Benefits (EB) through Applied Systems.
Essential Tasks:
Training and Development
- Develop and deliver training programs for Employee Benefits staff on Applied Systems Epic functionality and workflows
- Design new-hire onboarding and system training curriculum for Employee Benefits users
- Create and maintain training materials, job aids, and quick-reference guides for system processes
- Maintain current documentation as system functionality, organizational processes, and business requirements change
- Conduct system training sessions, workshops, and refresher courses as functionality and workflows evolve
- Evaluate training effectiveness and adjust programs based on user feedback and performance outcomes
- Assist in developing monitoring systems to ensure that all account manager/coordinator employees are performing job responsibilities according to training and system standards
- Provide one-on-one coaching and troubleshooting support to end users on system usage
- Partner with Employee Benefits leadership to identify training needs and skill gaps
Applied Systems and Epic Expertise
- Serve as a subject matter expert for Applied Systems Epic
- Maintain advanced knowledge of Epic functionality, configuration, workflows, policy types, forms, fields, reporting requirements, and system enhancements
- Participate in testing and validation of new functionality
- Communicate system changes and operational impacts to appropriate stakeholders
- Evaluate new and existing Epic functionality to determine how it can support Employee Benefits operations
- Identify system limitations, data inconsistencies, workflow gaps, and opportunities for system improvement
- Support the development and maintenance of policy types, departments, forms, workflows, servicing structures, and other system configurations
- Validate system functionality and configuration changes prior to implementation
- Provide guidance to business users and stakeholders regarding appropriate system set-up and functionality
System Implementation and Conversion
- Lead and support Epic implementation, conversion, and go-live initiatives for Employee Benefits and related business functions
- Support post-acquisition integration activities, including system conversion, data validation, workflow alignment, and operational transition
- Review converted data to identify discrepancies and ensure information is accurately reflected in Epic
- Provide post-go-live support and identify opportunities for stabilization and process improvement
- Monitor implementation outcomes and resolve system or workflow issues
Core Competencies:
- Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
- Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
- Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
- Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
- Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
- Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
- Dependability: Acknowledgment of the importance of being present and punctual
- Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
- Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
- Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
Experience and Education:
- Undergraduate degree
- 2+ years of systems training experience required
Systems:
- Proficient with Microsoft Office Suite
- Applied Epic Systems experience, preferred
Physical Requirements:
- Ability to lift 25 pounds
- Repeated use of sight to read documents and computer screens
- Repeated use of hearing and speech to communicate on telephone and in person
- Repetitive hand movements, such as keyboarding, writing, 10-key
- Walking, bending, sitting, reaching and stretching in all directions
Benefits and Compensation:
- Higginbotham offers medical, dental, vision, and prescription drug coverage
- Multiple supplemental benefits for physical, emotional, and financial wellbeing
- 401(k) and an equity incentive plan
- Employee Wellness Program
- Company paid holidays, plus PTO
Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham.
Please do not contact or send unsolicited potential placements to our team members.
*Applications will be accepted until the position is filled
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Undergraduate degree
- 2+ years of systems training experience
- Proficiency with Microsoft Office Suite
- Applied Epic Systems experience
Higginbotham Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Higginbotham and has not been reviewed or approved by Higginbotham.
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Healthcare Strength — Health coverage is positioned as comprehensive, with extensive insurance options and access to high-quality plans at competitive rates. Employer contributions toward medical premiums and additional coverage options are described as part of the package.
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Equity Value & Accessibility — Employee ownership is highlighted as a notable component of total rewards, framed as an “owner” model with potential long-term upside. Stock programs, grants, profit units, or similar participation are described as part of compensation for some roles.
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Leave & Time Off Breadth — Paid time off is repeatedly positioned as a strength, including references to strong PTO and time to support community involvement. A flexible work environment and some hybrid flexibility are also described as part of the overall rewards experience.
Higginbotham Insights
What We Do
We're an employee owned and customer inspired, insurance and financial services broker that's family to our employees, accountable to our clients, teammates to our carriers, and generous to our communities. By using our independence to commit to transparency and demonstrate authenticity, we're a company that leads with values so value leads.
