Business Consultant, Bilingual
Job Description
Amazing Career Moments Happen Here
Transforming the insurance industry is ambitious, we know. That's why at Applied, we're building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers - all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we're not just redefining what's achievable; we're creating a place where amazing career moments are made possible.
Position Overview
We're searching for a Bilingual Implementation Business Consultant to join our Onboarding & Success Services team in a remote capacity.
To keep us headed in the right direction, we're looking for people who understand winning is a team sport, who value and seek to learn from our team's diverse experiences and backgrounds, who welcome a challenge and take risks in the pursuit of creating better outcomes for our customers, and who can, at any given time, step back to laugh and have some fun.
This role focuses on helping agencies successfully transition their operational workflows into Applied Epic, ensuring teams can efficiently manage policy lifecycle activities, service processes, quoting workflows, and client engagement.
What You'll Do
• Assist customers in transitioning operational workflows into Applied Epic, including policy management, servicing, and front-office processes
• Support clients with making configuration decisions related to operational workflows, automation, and user adoption within Epic
• Work with customers to gather requirements, assess operational needs, and provide guidance on best practices for agency workflows and processes
• Help agencies optimize their policy lifecycle management, including new business, renewals, endorsements, and service workflows
• Proactively communicate with customers and internal teams to deliver high-quality implementations and successful outcomes
• Partner with project leadership and other team members to ensure completion of all deliverables across the project lifecycle
• Build strong, productive relationships with customers and keep them on track toward achieving mutual goals
• Maintain a strong working knowledge of Applied Epic front-office capabilities, including workflows, activities, automation, and user adoption strategies
• Maintain thorough documentation of customer interactions, tasks completed, project status, and action items
• Manage multiple priorities and perform well in a fast-paced environment while maintaining a high level of quality and client satisfaction
• Develop and maintain excellent knowledge of company products, usage, and other features
We're Excited to Learn More About You
Your experience may include:
• 5+ years of experience in an insurance agency or brokerage operational role, such as account management, servicing, or client support
• 2+ years working with Applied Epic or similar agency management software
• Bachelor's degree or equivalent work experience
• Bilingual in English and French
You may have other skills or credentials, including:
• Strong understanding of insurance agency workflows and service processes
• Demonstrated communication, analytical, and problem-solving skills
• Highly organized and able to manage multiple projects concurrently
• Ability to guide customers through process improvements and workflow optimization
We know that talent comes from all backgrounds and experience levels. We encourage military members and their spouses as well as candidates without a degree or a background in tech to apply!
When You Join Team Applied, You Can Expect:
A culture that values who you are and recognizes that you aren't just an employee; you are a teammate, and you matter. We thrive on the benefits of our different experiences and celebrate the uniqueness our teammates bring to work with them every day.
We flex our time together , collaborating remotely and in-person to empower our teams to work in the ways that work best for them.
A comprehensive benefits and compensation package that centers our teammates and helps them to bring their best to work every day:
• Medical, Dental, and Vision Coverage
• Holiday and Vacation Time
• Health & Wellness Days
• A Bonus Day for Your Birthday
Learn more about the people behind our products at https://www1.appliedsystems.com/en-us/about-us/jobs/
Our targeted starting base salary in the United States for this position ranges from $76,000 - $114,000 USD. To determine a new team member's starting pay, we consider a variety of factors, including someone's depth, breadth, and variety of experience, skills, and responsibilities. Depending on the role, team members may also be eligible to participate in additional compensation plans such as bonus and commission.
Your Security Matters:
Our candidates' personal information and online safety are top of mind for us. At Applied, we proactively protect your personal information and only communicate with candidates via a secure @appliedsystems.com email or through our official careers portal. Recruiters will never request payments, ask for financial account information or sensitive information like social security numbers.
AI Utilization
We leverage AI tools to streamline parts of our recruitment workflow (such as resume parsing and interview scheduling). However, candidate screening, interviews, and final decisions are conducted by real humans.
EEO Statement
Applied Systems is proud to be an Equal Employment Opportunity Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don't discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law.
#LI-Hybrid OR #LI-Remote
#LI-US
Apply tot his job
Apply To this Job
Amazing Career Moments Happen Here
Transforming the insurance industry is ambitious, we know. That's why at Applied, we're building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers - all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we're not just redefining what's achievable; we're creating a place where amazing career moments are made possible.
Position Overview
We're searching for a Bilingual Implementation Business Consultant to join our Onboarding & Success Services team in a remote capacity.
To keep us headed in the right direction, we're looking for people who understand winning is a team sport, who value and seek to learn from our team's diverse experiences and backgrounds, who welcome a challenge and take risks in the pursuit of creating better outcomes for our customers, and who can, at any given time, step back to laugh and have some fun.
This role focuses on helping agencies successfully transition their operational workflows into Applied Epic, ensuring teams can efficiently manage policy lifecycle activities, service processes, quoting workflows, and client engagement.
What You'll Do
• Assist customers in transitioning operational workflows into Applied Epic, including policy management, servicing, and front-office processes
• Support clients with making configuration decisions related to operational workflows, automation, and user adoption within Epic
• Work with customers to gather requirements, assess operational needs, and provide guidance on best practices for agency workflows and processes
• Help agencies optimize their policy lifecycle management, including new business, renewals, endorsements, and service workflows
• Proactively communicate with customers and internal teams to deliver high-quality implementations and successful outcomes
• Partner with project leadership and other team members to ensure completion of all deliverables across the project lifecycle
• Build strong, productive relationships with customers and keep them on track toward achieving mutual goals
• Maintain a strong working knowledge of Applied Epic front-office capabilities, including workflows, activities, automation, and user adoption strategies
• Maintain thorough documentation of customer interactions, tasks completed, project status, and action items
• Manage multiple priorities and perform well in a fast-paced environment while maintaining a high level of quality and client satisfaction
• Develop and maintain excellent knowledge of company products, usage, and other features
We're Excited to Learn More About You
Your experience may include:
• 5+ years of experience in an insurance agency or brokerage operational role, such as account management, servicing, or client support
• 2+ years working with Applied Epic or similar agency management software
• Bachelor's degree or equivalent work experience
• Bilingual in English and French
You may have other skills or credentials, including:
• Strong understanding of insurance agency workflows and service processes
• Demonstrated communication, analytical, and problem-solving skills
• Highly organized and able to manage multiple projects concurrently
• Ability to guide customers through process improvements and workflow optimization
We know that talent comes from all backgrounds and experience levels. We encourage military members and their spouses as well as candidates without a degree or a background in tech to apply!
When You Join Team Applied, You Can Expect:
A culture that values who you are and recognizes that you aren't just an employee; you are a teammate, and you matter. We thrive on the benefits of our different experiences and celebrate the uniqueness our teammates bring to work with them every day.
We flex our time together , collaborating remotely and in-person to empower our teams to work in the ways that work best for them.
A comprehensive benefits and compensation package that centers our teammates and helps them to bring their best to work every day:
• Medical, Dental, and Vision Coverage
• Holiday and Vacation Time
• Health & Wellness Days
• A Bonus Day for Your Birthday
Learn more about the people behind our products at https://www1.appliedsystems.com/en-us/about-us/jobs/
Our targeted starting base salary in the United States for this position ranges from $76,000 - $114,000 USD. To determine a new team member's starting pay, we consider a variety of factors, including someone's depth, breadth, and variety of experience, skills, and responsibilities. Depending on the role, team members may also be eligible to participate in additional compensation plans such as bonus and commission.
Your Security Matters:
Our candidates' personal information and online safety are top of mind for us. At Applied, we proactively protect your personal information and only communicate with candidates via a secure @appliedsystems.com email or through our official careers portal. Recruiters will never request payments, ask for financial account information or sensitive information like social security numbers.
AI Utilization
We leverage AI tools to streamline parts of our recruitment workflow (such as resume parsing and interview scheduling). However, candidate screening, interviews, and final decisions are conducted by real humans.
EEO Statement
Applied Systems is proud to be an Equal Employment Opportunity Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don't discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law.
#LI-Hybrid OR #LI-Remote
#LI-US
Apply tot his job
Apply To this Job