Business Systems Administrator (Insurance Systems)

Baldwin Group Colleague, Inc.; United States; Remote; USD 70,000 - 100,000; Full time

Job summary

The Baldwin Group is seeking a Business Systems Administrator to support and optimize Epic and Brokerage Builder environments, driving reporting, automation, and operational efficiency across agency systems.

Ideal candidates bring 3+ years in insurance applications, strong Excel/reporting skills, and experience with modern AI and cloud-based workflow enhancements. Strong cross-team collaboration is essential.

Qualifications

• 3+ years supporting insurance agency management systems or similar business apps.
• Experience with Epic and Brokerage Builder (Zywave) or similar.
• Insurance industry experience required.
• Benefits/Commercial & Personal Lines experience preferred.
• Experience in brokerage/agency/consulting environment preferred.
• Basic SQL knowledge is a plus but not required.

Responsibilities

• Serve as primary admin for Epic and Brokerage Builder.
• Provide daily app support and issue resolution.
• Maintain system configuration and data integrity.
• Develop reports and dashboards using agency systems and Excel.
• Identify opportunities for process improvement and automation.
• Leverage AI and cloud-based tools to enhance reporting.
• Support technology projects including acquisitions and implementations.
• Coordinate user access, licensing, and audits.
• Create and maintain documentation for processes.
• Collaborate with stakeholders to gather requirements and implement solutions.
• Perform other duties and special projects.

Skills

Advanced Excel

Reporting & analytics

AI tools familiarity

Cloud workflows

Communication with stakeholders

SQL knowledge

Tools

Epic

Brokerage Builder (Zywave)

SQL

Job description

The Business Systems Administrator serves as a key resource for the administration, support, and optimization of business applications and agency management systems across The Baldwin Group. This role primarily supports the Brokerage Builder and Epic platforms, partnering with business and technology teams to improve system performance, enhance reporting capabilities, streamline workflows, and drive operational efficiencies.

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.

#LI-RL1 IND1

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible.

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.