Epic Trainer & Compliance Specialist

Position Overview

The Epic Trainer & Compliance Specialist plays a critical role in ensuring data integrity, operational consistency, and effective system utilization across NavSav. This position is responsible for training employees on Applied Epic, enforcing data standards, and supporting the agency's strategic reporting and dashboard initiatives.

This role bridges training, system administration, and compliance-ensuring that all data entered into Epic supports accurate reporting, reliable dashboards, and informed business decisions. The ideal candidate understands that clean data drives performance, retention insights, and growth strategy.

Key Responsibilities

Training, Onboarding & Adoption

Deliver structured training across Applied Epic, IVANS, and NavSav operational workflows

Lead onboarding for new hires, including:

Epic navigation and workflow training

Role-based process education (service, sales, account management)

Reinforcement of NavSav data standards and expectations

Configure new users in Epic:

User accounts and credentials

Role-based security and permissions

Servicing roles and commission agreements

Develop and maintain SOPs, training guides, and workflow documentation aligned with NavSav standards

Provide ongoing coaching to ensure proper system usage and adherence to workflows

Identify and retrain individuals or teams with inconsistent or incorrect data practices

Epic Data Integrity & Compliance

Own and enforce data integrity standards within Applied Epic to support NavSav's reporting and operational goals

Ensure accurate use of:

Line Status (NEW, REN, REW, CAN, NON, etc.)

Service Summary Row (SSR) Actions and flags

Policy, client, and activity data fields

Monitor and audit system data to identify:

Missing or incomplete data

Incorrect statuses or misclassified business

Duplicate or inconsistent records

Identify, analyze, and remediate duplicate client and policy records within Epic, including consolidation, root cause analysis, and prevention through improved workflows and training

Partner with leadership to correct data issues and implement preventative solutions through training and process improvements

Establish accountability by working with managers to enforce data standards across teams

Dashboard & Reporting Alignment

Ensure all Epic data supports NavSav's sales and retention dashboard strategy, including:

New Business tracking

Renewal and Rewrite classification

Cancellation and retention metrics

Validate that system activity aligns with dashboard logic and reporting criteria

Identify discrepancies between operational activity and reported results, and drive resolution

Support development and refinement of dashboards by ensuring underlying data is accurate and consistently entered

Collaborate with leadership to improve reporting reliability and business insights

Epic Configuration & Workflow Standardization

Configure and maintain Applied Epic to align with NavSav workflows and business rules

Standardize processes across all lines of business:

Personal Lines

Commercial Lines

Benefits (as applicable)

Support implementation of:

Workflow improvements

Automation opportunities

Data structure enhancements

Ensure consistency in how Epic is used across all locations and teams

Operational Support & Continuous Improvement

Act as a subject matter expert (SME) for Applied Epic and related systems

Provide day-to-day support for system questions, troubleshooting, and best practices

Identify inefficiencies in workflows and recommend scalable solutions

Support agency initiatives including:

Data migrations and acquisitions

Carrier consolidation efforts

System integrations

Reinforce NavSav's philosophy: the fewer hands that touch the data, the more accurate it becomes

Qualifications

3+ years of hands-on experience with Applied Epic (required)

Strong understanding of insurance agency operations and policy lifecycle

Experience in training, onboarding, or instructional development

Deep understanding of data integrity and its impact on reporting and operations

Strong attention to detail and ability to enforce standards

Excellent communication and cross-functional collaboration skills

Preferred Experience

Experience building or supporting Epic dashboards and reporting

Familiarity with IVANS download and carrier workflows

Experience with SOP creation and process documentation

Background in operations, analytics, or system administration

Experience working in a multi-location or rapidly growing agency

Success Measures

High data accuracy and consistency across Epic

Strong alignment between Epic data and dashboard reporting

Reduction in data errors, duplicates, and rework

Improved retention and new business reporting accuracy

Faster onboarding and increased employee Systems proficiency

Increased adoption of standardized workflows across NavSav

Why This Role Matters at NavSav

At NavSav, data integrity is not optional-it is foundational. This role ensures that every policy, transaction, and activity entered into Epic directly supports:

Accurate performance tracking

Reliable retention metrics

Scalable growth and acquisitions

Operational efficiency across all teams

This position is essential to transforming Epic from a system of record into a true system of insight and accountability.