EPIC Operations Specialist — Insurance Data & Workflows

Signers National; Overland Park (KS); On-site; USD 48,000 - 72,000; Full time

Job summary

Signers National, a leading insurance platform, seeks an Operations Technical Support Associate to execute foundational workflows across the policy lifecycle within Applied EPIC.

This role supports the Service organization by processing new business, renewals, endorsements, audits, cancellations, reinstatements, certificates, carrier document intake, and billing transactions for accounts within defined revenue bands.

Qualifications

• Experience not required in commercial insurance; candidates transitioning from other areas are welcome.
• Proficiency in Microsoft Office (Outlook, Excel, Word).
• Ability to learn Applied EPIC and internal workflow systems.
• Ability to follow structured processes with high data accuracy.
• Comfort working in a high-volume, deadline-driven environment.

Responsibilities

• Process new business, renewals, endorsements, audits, cancellations, and reinstatements for accounts.
• Support direct bill and all agency bill types of billing structures; as assigned.
• Maintain accurate policy records, documentation, and activities in Applied EPIC.
• Review carrier-issued policies, invoices, and notices for timely data entry.
• Issue Certificates of Insurance, EOPs, and Auto ID cards using CSR24 and EPIC.
• Follow documentation standards, naming conventions, and attachment protocols.
• Enter Daily work on a Production Tracker.
• Participate in workflow documentation updates and enablement initiatives.
• Meet quality & production standards and SLA targets.
• Achieve assigned volume goals for all accounts.

Skills

Microsoft Office

EPIC proficiency

Data accuracy

Deadline-driven

Tools

Applied EPIC

Job description

Signers National, a leading insurance platform, seeks an Operations Technical Support Associate to execute foundational workflows across the policy lifecycle within Applied EPIC.

This role supports the Service organization by processing new business, renewals, endorsements, audits, cancellations, reinstatements, certificates, carrier document intake, and billing transactions for accounts within defined revenue bands.