Solution Specialist

Applied Systems, Inc.

1d • $62,000 - $100,000 • Remote

About The Position

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.
We’re searching for a Solutions Specialist (Benefits) to join our Customer Experience team in a remote location. 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.

Requirements

• College degree or equivalent work experience; advanced degree preferred (preferable benefits insurance-related)
• 5+ years of experience in an agency/brokerage environment, including successful client service/consulting experience; management/leadership experience ideal, but open to any level of agent/broker experience
• 2+ years of experience with Applied Epic; ancillary product experience (Applied Benefits Designer, Applied Mobile, etc.) a plus
• Excellent communication and presentation skills, capable of persuasively conveying ideas.
• Demonstrated ability to identify opportunities, scope of work, and support upselling efforts.

Nice To Haves

• 2+ years of experience with Applied Epic; ancillary product experience (Applied Benefits Designer, Applied Mobile, etc.) a plus
• Robust Benefits insurance knowledge with subject matter expertise in two or more of the following areas: Insurance Operations Benefits Servicing Benefits Account Management Insurance Technology/Automation

Responsibilities

• Serve as an industry expert in the Employee Benefits space, specializing in insurance market dynamics and common independent agency/brokerage processes. This includes deep industry knowledge and expertise in benefits insurance processes and workflows.
• Demonstrate advanced product knowledge for at least one persona in the Benefits space (Servicing, Management & Operations, Sales & Marketing, or Accounting), including a deep understanding of workflows.
• Strong customer-focus, with a demonstrated urgency to respond to customer questions, concerns and escalations promptly and thoroughly
• Engage in consultative discussions with clients, including conducting robust discovery and providing strategic solutions that build trust and influence behaviors that drive adoption.
• On occasion, provide deep ongoing support to strategic customers as part of a professional services engagement. This could include guiding customers through best practices, platform configurations, and training.
• Develop and deliver compelling presentations, both virtually (via webinars, office hours, etc.) and in person at Applied Net or other events, to showcase the value of Applied solutions (e.g., the Art of the Possible) to Applied customers.
• Collaborate cross-functionally with other teams, including Sales, Onboarding Services, Support, Product, Marketing and others, to provide constructive and prioritized feedback based on Voice of Customer/ customer interactions.
• Create documentation to support best practices and tutorials for how to use Applied’s Benefits solutions.
• Meticulously document all client engagements and share detailed learnings with key stakeholders.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level