Insurance Ops Data Specialist (EPIC)

Lamb Insurance Services; Overland Park (KS); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Lamb Insurance Services, a leading commercial insurance broker focusing on non-profits and social services, seeks an Insurance Processor to manage policy lifecycle tasks within Applied EPIC. You will process new business, renewals, endorsements, audits, and cancellations while maintaining data integrity and adhering to SLAs.

The role emphasizes learning EPIC, billing workflows, and documentation standards, with opportunities to contribute to process improvements in a high-volume environment.

Qualifications

• Strong technical aptitude and ability to learn Applied EPIC and internal workflow systems.
• Ability to follow structured processes and maintain high data accuracy.
• Commercial insurance experience is not required; prior insurance experience may be considered for candidates transitioning into Operations.

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 in accordance with OTech standards.
• Review carrier-issued policies, invoices, and notices to ensure accurate and timely data entry.
• Issue Certificates of Insurance, Evidence of Property (EOPs), and Auto ID cards using CSR24 and EPIC.
• Follow established documentation standards, naming conventions, and attachment protocols ("EPIC is the file").
• Enter Daily work on a Production Tracker
• Participate in workflow documentation updates and operational enablement initiatives as assigned.
• Meet established quality & production standards, maintaining high levels of data accuracy and documentation integrity.
• Adhere to defined turnaround SLAs for assigned workflows.
• Achieve assigned volume goals for all accounts assigned to work.

Skills

Attention to detail

Data accuracy

Organized

Team player

Time management

Learn Applied EPIC

Tools

Applied EPIC

CSR24

Job description

Lamb Insurance Services, a leading commercial insurance broker focusing on non-profits and social services, seeks an Insurance Processor to manage policy lifecycle tasks within Applied EPIC. You will process new business, renewals, endorsements, audits, and cancellations while maintaining data integrity and adhering to SLAs.

The role emphasizes learning EPIC, billing workflows, and documentation standards, with opportunities to contribute to process improvements in a high-volume environment.