Manager, Systems Jobs

Job Title Manager, Systems

Reports To CTO

Job Overview

The Manager, Systems is responsible for systems and technology deployed within InsureLine including the configuration, management and overall support of the entire Applied ecosystem. As a systems and technology advocate, the Manager, Systems consults and advises leadership, employees and franchisees on the best usage of systems and technology. The Manager, Systems works alongside the leadership team in building and executing strategic plans which further business objectives. The Manager, Systems mentors and leads the systems and technology support team, and collaborates with the CTO to develop systems and technology plans which support business objectives and lower overall risk. The successful candidate is passionate about helping others grow and succeed and loves the challenge of solving a problem and identifying solutions.

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.

Responsibilities and Duties

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

Education and Experience

• Bachelor’s degree preferred
• Knowledge of other broker management systems (ie. Tam, Powerbroker, Keal)
• Minimum 5+ years of experience in Insurance industry is preferred with Personal Lines.
• Knowledge of insurance practices within Alberta and/or Ontario is a strong asset
• Commercial Lines experience is an asset.
• Strong knowledge of Applied ecosystem including
• Epic
• Bookkeeping or experience working in an accounting department would be an asset
• Operational understanding of brokerage management, or prior brokerage management experience is an asset

- 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 Import Tool o Accelerated Data Conversion
• Epic integration with other software products
• Epic Data Migration from other BMS’s

- 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
• Coaching skills
• Excellent communicator
• Team player with a passion for helping others succeed
• Highly motivated and a self-starter