Insurance Operations Specialist — EPIC Data & Billing

Signers National group; United States; Remote; USD 40,000 - 60,000; Full time

Job summary

Signers National is seeking an Operations Technical Support Associate to handle foundational workflows across the policy lifecycle using Applied EPIC. This role processes new business, renewals, endorsements, audits, cancellations, reinstatements, certificates, and billing transactions for accounts within defined revenue bands.

Working in a high-volume environment, you will ensure data integrity and timely workflow execution while collaborating with Service teams under OTec standards.

Qualifications

• Experience with commercial insurance workflows preferred.
• Strong data integrity and documentation discipline.
• Proficiency in Microsoft Office.
• Ability to learn EPIC and internal systems.
• Capable of thriving in a high-volume environment.

Responsibilities

• Process new business, renewals, endorsements, audits, cancellations, and reinstatements for accounts.
• Support direct bill and agency bill types of billing structures; as assigned.
• Maintain accurate policy records, documentation, and activities in Applied EPIC in accordance with OTec standards.
• Review carrier policies, invoices, and notices for accurate and timely data entry.
• Issue Certificates of Insurance, EOPs, and Auto ID cards using CSR24 and EPIC.
• Follow established documentation standards and naming conventions.
• Enter daily work on a Production Tracker.
• Participate in workflow documentation updates and enablement initiatives.
• Meet quality & production standards, maintaining high data accuracy and documentation integrity.
• Adhere to defined turnaround SLAs for assigned workflows.
• Achieve assigned volume goals for all accounts.

Skills

EPIC data entry

Microsoft Office

Attention to detail

Adaptability

Tools

CSR24

Billing systems

Job description

Signers National is seeking an Operations Technical Support Associate to handle foundational workflows across the policy lifecycle using Applied EPIC. This role processes new business, renewals, endorsements, audits, cancellations, reinstatements, certificates, and billing transactions for accounts within defined revenue bands.

Working in a high-volume environment, you will ensure data integrity and timely workflow execution while collaborating with Service teams under OTec standards.