Implementation Specialist (Policy Works)

Job Overview
Applied Systems, Inc., a worldwide leader in insurance technology, is on a journey to digitize the round trip of insurance and provide insights into commercial lines business in Canada. Applied Policy Works has been the standard for Commercial Lines Brokers in Canada for many years, and we are looking for someone to help Applied take the implementation of our solutions to the next level! We are currently searching for an Implementation Specialist (Policy Works) who excels in a client-facing and leadership position to further enable the success of our broker customers. In this role, you will work directly with customers to assist with questions related to implementing our rapidly evolving Commercial Lines solutions and capabilities. You will be responsible for sustaining the highest level of client satisfaction with the implementation process as you identify the necessary activities required to complete each customer’s configuration and training and follow through to ensure that the activities are performed on time and with high quality.
What You’ll Do

• Form strong and productive working relationships with customers, managing to keep customers on track towards achieving mutual goals
• Maintain thorough documentation of customer interactions, tasks completed, project status, and action items
• Accountable for the overall success of the Applied Policy Works functionality portion of assigned implementation projects
• Identify and manage customer expectations, including communicating difficult/sensitive information to customer, project team, and management
• Manage multiple priorities and perform well in a fast-paced environment while maintaining a high level of quality and client satisfaction
• Train clients on how to effectively use Applied Policy Works and related workflows, and act as first line of technical support for questions during implementations
• Manage projects for customers of varying sizes, complexities, and timelines
• Partner with specialists and other team members to ensure completion of all deliverables across the project
• Maintain detailed knowledge of rapidly evolving product portfolio, within Applied Policy Works and Applied’s products, as capabilities are updated/enhanced
• Execute project plans that result in high quality delivery of implementation goals
• Understand how to navigate obstacles and changes that may arise in plans, including identifying risks and issues

What You’ll Need To Be Successful
We’re looking for someone who loves being part of a high performing team, is passionate about the insurance business and is motivated by enabling the success of others!
Your experience should include some or all of the following:

• Proactive, willing to take initiative, fast learner, able to lead
• Thrives with minimal guidance and can work independently, handle ambiguity, and navigate changing requirements
• Insurance industry experience (ideally from the agency side)
• Strong planning and reasoning abilities; able to meet deadlines consistently
• Demonstrates strong sense of ownership throughout the project
• Ability to multitask in an environment with competing priorities across multiple projects
• Experience with or ability to develop client relationship building skills and establish credibility with clients
• Bachelor’s degree or equivalent experience
• 3+ years of customer service experience

Additionally, you may have:

• Experience with Applied’s Policy Works product (preferred)
• 1+ years project management or software implementation experience
• Bilingual capabilities – French & English

What You’ll Gain
Benefits from Day One

• Health insurance plans, dental, and vision
• Wellness incentives
• 401(k) and/or RRSP retirement savings plans with employer match

Work-Life Balance

• Paid holidays
• Competitive paid vacation time and a free day for your birthday
• Paid parental leave (U.S. candidates)
• Flex Time
• Volunteer time off
• Personal/sick time

Empowering Career Growth and Success – We invest in talent, care about our people and are empowered by the results of our work. We grow our teams from within and give our employees opportunities to advance.
What We Value
We strive for excellence at every turn to be the best at what we do. We invest in talent, care about our people and are empowered by the results of our work. We fulfil the promise of insurance – safeguarding and protecting what matters most in people’s lives. And there is no more important job than that.
Our focus on the workforce, workplace and marketplace gives us a qualified individual in an environment in which they can be productive while we maintain our position in the industry. To help drive that change toward a vibrant, modern workplace, we have employee-driven networks with commonalities in ethnicity, gender, sexual orientation and military status.
WHO WE ARE
For more than 35 years, Applied Systems has created innovative technology for the global insurance industry. Today, we are a rapidly growing software leader that is revolutionizing the way agencies and brokerages succeed.
We are smart and curious people in a tech-first environment that champions bold and powerful thinking. We are transforming a complex industry through digitization, automation, and innovative new partnerships. Together we are driving the industry fearlessly forward.
It’s an exciting time at Applied. You can do big things here, in an environment that supports creative thinking and bold ideas. Visit http://www.AppliedSystems.com for more information on how you can challenge what’s possible.
EEO Statement
Applied Systems is proud to be an Equal Employment Opportunity and Affirmative Action 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.