Subject Matter Expert (P & C Insurance)

Job Description
Applied Systems, Inc., a worldwide leader in insurance technology, is currently looking for a Subject Matter Expert (SME) with expertise in Property & Casualty Insurance to assist our EZLynx product team in understanding the complexities and operation of the independent insurance agency. This individual will be responsible for providing expert knowledge of agency best practices and advice on property and casualty insurance; specifically, a detailed understanding full the roundtrip of agency workflows.
Understanding the various agency roles from Producer, CSR, and Accounting to Management, this individual will help inform and guide the Product team and Engineering in developing the framework to satisfy the Agency experience in a highly regulated industry. A deep understanding of policy contracts and coverages along with experience in direct and agency bills, customer servicing, and competency in downloads will be leveraged in this role.
This is an exceptional opportunity for the right individual to leverage their experience and knowledge of independent agency operations to build a product you wish you had at your agency.
What You'll Do

• Provide expert insight and knowledge in property and casualty insurance, effectively guiding and advising teams across EZLynx
• Act as the internal advocate for our customers (the Independent Agent) ensuring that Product and Engineering teams are building solutions that solve real Agency problems that reduce their E&O exposure.
• Use your insurance expertise to advise the Product and Engineering teams on efficient user journeys in the feature and product they are developing
• Help assist in understanding defects reported by support and identify any deficiencies in our workflows that do not meet customer expectations
• Review downloaded insurance carrier transactions to ensure accuracy of data in the user interface (what the Agent sees in the EZLynx management system)
• Facilitate training sessions and educate others on industry and agency business operations
• Review ACORD form requirements and ensure accuracy of data and placement throughout the system
• Assist teams with insurance-related questions to provide sound business reasons, participate in important discussions regarding new products and workflows, reviews of bugs and issues in the system, and work closely with India teams
• Develop best practice documentation that focuses on how to integrate agency workflows with the EZLynx system
• Attend and run ad hoc demonstrations of the EZLynx system for customers
• Occasionally speak with insurance Agents and Insurance Carriers to gather information for projects

What You'll Need to Succeed
We're looking for someone who:

• Can work remotely or from an Applied Systems office
• Ability to travel

Your experience should include some or all of the following:

• Licensed insurance professional with 5-10 years of experience in an independent insurance agency with both personal and commercial lines of insurance experience
• Have an active Property & Casualty license
• Having at least one of the following Insurance Designations (such as CIC, CPCU, CRM, ARM, and the like) is a plus.
• Exceptional understanding of the following:
• All common Personal and Commercial lines policy coverages, ACORD forms, and be able to recognize proper form data structure (schedules, coverages, and limit expectations)
• Purpose for policy downloads and have worked with downloaded policies
• Certificates and how they are used
• Working with MGA's for new and renewal quotes, and mid-term service needs
• Working with multiple Personal and Commercial Insurance Companies
• The dynamic of the Agency/Carrier relationship
• Other personal lines and commercial lines "Company Raters" in the market
• Agency Bill and Direct Bill workflows
• Excellent verbal and written communication skills
• Ability to multi-task and be a self-starter
• Excellent time management
• Able to work under tight deadlines
• Bachelor's degree or equivalent work experience in the areas of Business Administration, Information Science, Computer Science, or related disciplines
  • We proudly support and encourage people with military experience, as well as military spouses, to apply

What You'll Gain

• Benefits from Day One
  • Health insurance plans, dental, and vision
  • Wellness incentives
  • 401(k) and/or RRSP retirement savings plans with employer match

• Work-Life Balance
  • Competitive paid vacation time and a free day for your birthday
  • Personal/sick time
  • Paid holidays
  • Flex Time
  • Paid parental leave (U.S. candidates)
  • Volunteer time off

• Empowering Career Growth and Success - We invest in talent, care about our people and are empowered by the results of our work. We grow our teams from within and give our employees opportunities to advance.

What We Value
We strive for excellence at every turn to be the best at what we do. We invest in talent, care about our people and are empowered by the results of our work. We fulfil the promise of insurance - safeguarding and protecting what matters most in people's lives. And there is no more important job than that.
Our focus on the workforce, workplace and marketplace gives us a qualified individual in an environment in which they can be productive while we maintain our position in the industry. To help drive that change toward a vibrant, modern workplace, we have employee-driven networks with commonalities in ethnicity, gender, sexual orientation, and military status.
Who We Are
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and the innovation leader, Applied is the world's largest agency and brokerage management systems provider, serving customers throughout the United States, Canada, the Republic of Ireland, and the United Kingdom. By automating the insurance lifecycle, Applied's people and products enable millions of people worldwide to safeguard and protect what matters most.
For 40 years, Applied Systems has led an industry we helped to create with a mission to continuously improve the business of insurance. From partnerships, acquisitions, and insurance innovation initiatives, Applied has focused on efforts to be an indispensable partner in our industry.
It's an exciting time at Applied. You can do big things here, in an environment that supports creative thinking and bold ideas. Visit http://www.AppliedSystems.com for more information on how you can challenge what's possible.
EEO Statement
Applied Systems is proud to be an Equal Employment Opportunity and Affirmative Action Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don't discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law.
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