💥Software Implementation Specialist (Information Systems)
Insurance Systems | Agency Technology | AI & Automation
Are you a systems-minded problem solver who thrives on implementing and optimizing technology? Do you enjoy turning software into a strategic advantage for the business?
We’re looking for a Software Implementation Specialist to lead the deployment, optimization, and ongoing administration of our core agency technology platforms. This role is ideal for someone who understands insurance systems and enjoys owning implementation from planning through adoption.
You’ll play a critical role in ensuring our agency management systems and technology ecosystem are configured, integrated, and fully leveraged to support growth and efficiency.
💥What You’ll Do
🔹Lead Software Implementation
- Own end-to-end implementation of new systems, enhancements, and technology initiatives
- Develop rollout plans, timelines, and adoption strategies
- Configure platforms to align with business structure and workflows
- Coordinate with vendors, IT partners, and internal teams
- Support data migration, testing, and go-live execution
🔹Serve as Our Internal Systems Expert
- Act as Subject Matter Expert (SME) for core platforms, including:
- Sagitta
- Vertafore solutions
- ImageRight
- Manage system configuration, user access, permissions, and workflows
- Ensure data integrity and consistent system utilization across departments
- Identify opportunities to improve system functionality and performance
(Experience with AMS360, Applied Epic, or similar systems is highly transferable.)
🔹Optimize & Integrate Technology
- Improve how systems work together to reduce manual processes and duplication
- Support reporting capabilities and system-driven visibility
- Standardize platform usage across teams
🔹Support AI & Automation Initiatives
- Help implement AI-enabled tools for policy checking, proposal building, workflow automation, and document processing
- Identify opportunities to leverage automation to improve speed and accuracy
- Stay current on emerging insurance technology trends
🔹Train & Drive Adoption
- Develop and deliver system training for employees
- Support onboarding of new hires
- Provide ongoing troubleshooting and guidance
- Ensure new tools and workflows are fully adopted and embedded into daily operations
💥What We’re Looking For
- Experience leading or supporting software implementation projects
- Hands-on experience with insurance agency systems such as:
- Sagitta
- Vertafore
- ImageRight
- AMS360 or Applied Epic
- Insurance agency or brokerage experience strongly preferred
- Strong understanding of P&C insurance workflows (commercial or personal lines)
- Experience with system configuration, integrations, and data migration
- Strong communication skills and ability to train users
- A proactive, solutions-oriented mindset
💥Why This Role Matters
Technology should drive performance — not create friction. In this role, you’ll help modernize our agency’s systems, improve adoption, and ensure our technology ecosystem supports long-term scalability and innovation.
If you’re energized by implementation, system optimization, and building smarter ways of working, we’d love to connect.
