Insurance Ops & Systems Manager - Applied Epic Expert

Urrly, Inc.; United States; Remote; USD 90,000 - 140,000; Full time

Job description

• Act as the go-to expert for Applied Epic, configuring and optimizing the platform.
• Deploy and manage key systems like CRM, telephony, and analytics tools.

Operational Excellence:

• Own cross-agency SOPs and ensure consistent execution.
• Identify and fix operational gaps that affect sales, service, and data quality.

Post-Acquisition Integration:

• Manage the integration playbook for new agencies.
• Coordinate with finance, HR, IT, and sales teams for smooth onboarding.

Strategic Projects:

• Lead initiatives that drive revenue growth and margin expansion.
• Translate strategic goals into measurable projects and workflows.

Urrly

Our client is a private-equity-backed retail insurance agency platform serving individuals and small businesses across the Southeast. The business is acquiring, integrating, and growing local agencies with the goal of becoming a best-in-class insurance organization and scaling meaningfully over the next several years.