Systems Manager

**Job Title** Manager, Systems

**Reports To **CTO

**Corporate Overview**

InsureLine is a leading Insurance Brokerage franchise network with more than 25 locations across Canada. We empower our network of independent brokerages with; operational growth strategies, business succession planning, industry leading technology, engaging marketing and advertising, robust training and support, and access to Canada’s leading insurance markets. We continue to experience explosive growth and are looking for individuals who are as unique as we are - who share our passion for helping others and who are prepared to work relentlessly to have a hand in growing an incredible organization where you can be proud to know you shared in building something special.
We work hard and we have fun doing it As an organization, InsureLine is in its infancy, with a unique business model featuring a young, dynamic and entrepreneurial leadership team.

**Job Overview**

**Responsibilities and Duties**
- Provide expertise and recommendations to the business as it relates to the use of systems and technology
- Advocate for systems and technology on behalf of the business with vendors and partners
- Develop and maintain documentation and system manuals
- Oversee systems and technology team
- Maintain and continuously develop cyber security best practices
- Collaborate with internal business units and implement system configuration changes
- Consult, lead and manage system integration projects
- Consult, lead and manage data migration and conversion
- Engage and communicate with brokerage network relating to system updates and enhancements
- Manage and monitor internal ticketing system and CRM
- Collaborate with Applied Systems and other key vendor partners in maintaining and improving system and operation efficiencies
- Work alongside the CTO in developing strategic system and technology plans
- Develop KPIs to gauge the effectiveness of system usage and determine where enhancements are needed
- Recommend and Incorporate enhancements to systems to close gaps and improve results
- Receive and respond to support requests for systems or similar queries
- Facilitate system and technology access and data conversion for new franchises during the onboarding
- Develop communication campaigns related to system updates and enhancements
- Lead user testing for new systems and processes.

**Education and Experience**
- Bachelor’s degree preferred
- Minimum 5+ years of experience in Insurance industry is preferred with Personal Lines.
- Commercial Lines experience is an asset.
- Knowledge of insurance practices within Alberta and/or Ontario is a strong asset
- Operational understanding of brokerage management, or prior brokerage management experience is an asset
- Bookkeeping or experience working in an accounting department would be an asset
- Knowledge of other broker management systems (ie. Tam, Powerbroker, Keal)
- Strong knowledge of Applied ecosystem including
- Epic
- Accounting (GL and Transactions)
- EDI/EDOC Downloads
- Reporting (managing report design and automation)
- Templates (development of Letters/Proposals)
- Servicing Workflows
- Security
- Configuration
- Commission Agreements
- Book Reassignments
- Applied Rating Services
- Security
- Administration of brokerages and contracts codes
- CSR24/Applied Mobile/Applied Mobile Client
- Security
- Managing user profiles
- Configuration
- Applied WebRater
- Agency/Site configuration
- Applied Analytics
- Security
- Configuration
- Epic Data Migration from other BMS’s
- Epic Data Import Tool o Accelerated Data Conversion
- Epic integration with other software products
- Epic SDK / API
- eSignature
- Premium Financing
- CSIO eDelivery
- Leads Imports
- Accounting Reconciliation solutions
- SMS
- Marketing
- Data Warehouse / Power BI
- Knowledge of Microsoft 365 Applications (Word, Excel, PowerPoint, Outlook, Teams, SharePoint, OneDrive etc)
- Knowledge of a Ticketing System (ie. Freshdesk, Zendesk, Zohodesk)

**Key Skills and Competencies**
- Well organized
- Excellent communicator
- Coaching skills
- Team player with a passion for helping others succeed
- Highly motivated and a self-starter

**Salary**: $29.56-$62.48 per hour

**Benefits**:

- Dental care
- Extended health care

Schedule:

- Monday to Friday

**Experience**:

- Applied Epic: 3 years (required)
- Applied Rating Services: 3 years (required)
- Broker Management System Adminstration: 3 years (required)
- P&C insurance: 3 years (required)

Work Location: Remote