Senior Applied Epic Business Systems Analyst

Role overview

Platform and workflow responsibilities

• Administer Applied Epic workflows, activities, templates, fields, forms, servicing roles, lookup values, security, and access.
• Coordinate upgrades, defects, and enhancements with Applied Systems, internal technology teams, and service providers.
• Design workflows for client setup, placement, policy servicing, renewals, endorsements, billing, and commissions.
• Define workflow ownership, information, controls, and completion standards; reduce manual workarounds and inconsistent practices.

Data, reporting, and integrations

• Establish standards for client, policy, insurer, broker, vendor, producer, and servicing data; monitor completeness, consistency, and duplication.
• Support controlled data remediation, bulk changes, book transfers, and account reassignments.
• Develop operational reports, dashboards, and exception reporting; partner with Finance and Operations on financial reporting and controls.
• Document report definitions, source fields, and business rules.
• Provide expertise for integrations with document management, e-signature, insurer connectivity, analytics, premium finance, and other platforms.
• Support requirements, testing, defect management, implementation readiness, and disciplined change control.

Adoption and governance

• Provide advanced functional support and identify whether issues arise from configuration, data, process, integration, permissions, or training.
• Create role-based training, SOPs, quick-reference guides, release notes, and a searchable knowledge base; coach colleagues and super-users.
• Coordinate cross-functional governance and maintain a prioritized roadmap aligned with Canadian business objectives.
• Report on platform health, adoption, material risks, and delivery progress.

Required qualifications

• Five or more years of Applied Epic experience in a commercial property and casualty brokerage, in administration, implementation, optimization, or advanced support.
• Deep knowledge of Epic account and policy structures, workflows, servicing roles, security, templates, reporting, reference data, and accounting dependencies.
• Strong commercial brokerage lifecycle knowledge, from prospecting and submission through placement, servicing, renewal, billing, and commissions.
• Experience translating business needs into controlled configuration, reports, and repeatable procedures.
• Experience with data quality, troubleshooting, exception reporting, user acceptance testing, and change management.
• Strong analytical, documentation, facilitation, and training skills; ability to explain system concepts plainly and collaborate across functions.

Assets

• Experience in a national, multi-office, or multi-jurisdictional Canadian brokerage is an asset.
• Applied Epic accounting, including agency bill, direct bill, producer commissions, or financial reconciliation, is an asset.
• Data conversion, book migration, acquisition integration, or major Epic implementation experience is an asset.
• Experience with Epic integrations and Power BI, SQL, or advanced Excel is an asset.
• A Canadian insurance designation such as CIP, CAIB, or CRM, or relevant Applied Epic training, is an asset.

Hiring process

• AI tools may be used to screen, assess, or select applicants; final decisions are made by authorized human personnel.
• The posting advertises an existing vacancy.