Primary Responsibilities

• Serve as the primary administrator and support resources for Epic and Brokerage Builder.
• Provide day-to-day application support, troubleshooting, and issue resolution for business users.
• Maintain system configuration, data integrity, and overall platform performance.
• Develop and distribute reports, dashboards, and data analysis using agency systems and Microsoft Excel.
• Identify opportunities for process improvement, automation, and operational efficiencies.
• Leverage AI and cloud-based tools to enhance reporting and workflow processes.
• Support technology-related projects, including acquisitions, office integrations, and system implementations.
• Coordinate user access, licensing, and system audits.
• Create and maintain documentation for system processes, procedures, and enhancements.
• Collaborate with business stakeholders to gather requirements and implement solutions.
• Perform other duties and special projects as assigned.

Education & Experience Requirements

• 3+ years of experience supporting insurance agency management systems or similar business applications.
• Experience with Epic, Brokerage Builder (Zywave), or comparable insurance platforms strongly preferred.
• Insurance industry experience required.
• Benefits industry experience strongly preferred; Commercial Lines and Personal Lines backgrounds will also be considered.
• Experience working within an insurance brokerage, agency, or consulting environment preferred.
• Basic SQL knowledge is a plus but not required.

Knowledge, Skills & Technical Competencies

• Strong understanding of agency management systems, reporting tools, and business process workflows.
• Advanced Microsoft Excel skills with the ability to create and maintain reports, analyze data, and manage large datasets.
• Proficiency in Microsoft Office Suite, including Excel, Word, PowerPoint, Outlook, and Teams.
• Ability to troubleshoot system issues, identify root causes, and implement solutions.
• Experience with SQL, reporting tools, or data analysis platforms is beneficial.
• Familiarity with AI-powered productivity tools and automation solutions is a plus.
• Cloud platform experience and the ability to develop or maintain automated workflows are desirable.
• Strong analytical, organizational, and problem-solving skills.
• Ability to communicate effectively with both technical and non-technical stakeholders.

Additional Information

• This position supports both the Benefits and Property & Casualty business segments, including Brokerage Builder and Epic environments.
• Heavy daily use of Microsoft Excel and reporting tools is expected.
• Benefits experience is highly valued due to the complexity of benefit plans and related administration.
• Experience with AI-enabled workflows and process automation is advantageous.
• Occasional after-hours support may be required for system implementations and critical business initiatives.

Working Conditions

• Fast-paced, collaborative environment.
• Frequent interaction with business users, leadership, and technology teams.

IMPORTANT NOTICE:

• This position description is intended to describe the level of work required of the person performing in the role and is not a contract.  The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization.  All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.