Applied Epic Workflow Architect & Enablement Lead

Staff Boom; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

Staff Boom is seeking a hands-on Applied Epic Expert to own the design, optimization, and enablement of agency workflows at scale. The role blends process architecture, reporting & analytics, training, change management, and data quality stewardship to deliver consistent, high-quality customer experiences across the business unit.

You will serve as the SME for Applied Epic across Operations and Training & Development, guiding how the platform supports growth, efficiency, and retention through

Qualifications

• 2–5+ years with Applied Epic in an insurance agency/brokerage.
• Experience designing scalable workflows and SOPs that scale across teams.
• Strong reporting/analytics in Applied Epic (plus Excel/Power BI).
• Demonstrated training and enablement capability: curriculum design, facilitation, and adoption.
• Solid grasp of P&C insurance operations (renewals, endorsements, certificates, billing, downloads).

Responsibilities

• Analyze current end-to-end workflows in Applied Epic; map pain points, handoffs, SLAs, and system dependencies.
• Design scalable, standardized workflows (personal/commercial lines, renewals, endorsements, billing, service, and carrier interactions).
• Build clear SOPs, swim lanes, and role-based playbooks; maintain a governed library of process assets.
• Lead ongoing Applied Epic assessment and optimization (configuration, permissions, fields, layouts, activity codes, integrations).
• Define and enforce data standards; establish monitoring to improve data completeness, accuracy, and timeliness.
• Partner with IT/Vendor teams to prioritize and deliver enhancements including automation and AI enablement; perform UAT and change rollout.
• Build and maintain Applied Epic reports and dashboards that surface operational KPIs (retention, cycle time, workload, backlog, E&O risk indicators, premium/commission trends).
• Translate data into actionable insights and recommendations for leaders and frontline teams.
• Create self-service reporting guides and data dictionaries to scale access and understanding.
• Develop role-based training curricula on Applied Epic and workflows.
• Drive adoption using change plans, stakeholder mapping, communication calendars, and success metrics.
• Own the end-to-end Applied Epic Shared Services onboarding model.
• Lead client onboarding from discovery through go live.
• Refine onboarding playbooks, templates, and checklists.
• Assess client readiness and facilitate onboarding readiness reviews.
• Provide oversight to PH-based Configuration Specialists; define configuration standards and QA processes.
• Review complex configurations to reduce E&O risk.

Skills

Applied Epic

Workflow design

Reporting & analytics

Training & enablement

Data quality stewardship

Tools

Excel

Power BI

APIs & integrations

Job description

Staff Boom is seeking a hands-on Applied Epic Expert to own the design, optimization, and enablement of agency workflows at scale. The role blends process architecture, reporting & analytics, training, change management, and data quality stewardship to deliver consistent, high-quality customer experiences across the business unit.

You will serve as the SME for Applied Epic across Operations and Training & Development, guiding how the platform supports growth, efficiency, and retention through