Policy Lifecycle Operations Specialist

Lamb Insurance Services; Overland Park (KS); On-site; USD 42,000 - 62,000; Full time

Job summary

Lamb Insurance Services in Overland Park, KS, seeks an Operations Technical Support Associate to execute foundational workflows across the policy lifecycle within Applied EPIC. You will process new business, renewals, endorsements, audits, cancellations, reinstatements, certificates, and billing transactions for accounts within defined revenue bands.

In a high-volume, detail-driven environment you will ensure data integrity, maintain policy records in EPIC, review carrier invoices, issue

Qualifications

• Proficiency in Microsoft Office (Outlook, Excel, Word).
• Strong technical aptitude and ability to learn Applied EPIC and internal workflow systems.
• Ability to follow structured processes and maintain high data accuracy.

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 and activities in Applied EPIC per OTech standards.
• Review carrier-issued policies, invoices, and notices for accurate data entry.

Skills

Microsoft Office

Attention to detail

Time management

Team collaboration

Tools

Applied EPIC

CSR24

Job description

Lamb Insurance Services in Overland Park, KS, seeks an Operations Technical Support Associate to execute foundational workflows across the policy lifecycle within Applied EPIC. You will process new business, renewals, endorsements, audits, cancellations, reinstatements, certificates, and billing transactions for accounts within defined revenue bands.

In a high-volume, detail-driven environment you will ensure data integrity, maintain policy records in EPIC, review carrier invoices, issue