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Applied Systems

Builds cloud software for insurance agencies

Manager, Solution Consulting - Solution Consulting – Epic Portfolio

Pre-Sales Solution EngineeringUpdated on Nov 5
Full-timeRemote in USA

About the Job

Requirements

  • Five or more years of property and casualty insurance agency or brokerage experience, Applied Epic or comparable agency management system expertise, or equivalent software-as-a-service sales experience.
  • Three or more years of Solution Consulting, pre-sales, or sales engineering experience, plus prior people management experience.
  • Working knowledge of configuring, testing, and using AI-based products.
  • Professional written, verbal, and presentation skills for in-person and virtual platforms.
  • Organizational and analytical abilities, including critical thinking.
  • Ability to use a consultative approach to drive business.
  • Ability to establish and maintain strong customer relationships.
  • A valid driver's license and safe driving record.
  • A bachelor's degree or equivalent work experience in insurance and/or technology.

Responsibilities

  • Lead, coach, and develop a team of Solution Consultants, managing performance, professional growth, scheduling, and cross-functional collaboration with Sales and Services.
  • Ensure the team delivers compelling product demonstrations for the Epic Conductor platform, communicating technical and business value to agency and brokerage leaders, including principals and executive decision-makers.
  • Partner with Sales leadership to drive resource strategy, pipeline coverage, and account planning.
  • Personally engage with strategic, complex, or high-priority accounts to model consultative selling and support critical deals.
  • Drive alignment with Product Marketing, Product Management, and Marketing on product roadmap, releases, and enablement.
  • Coordinate site visits and executive demonstrations for agency and brokerage clients.
  • Ensure smooth hand-offs to implementation resources, including Integration Services, Data Services, Activation, Education Services, and Customer Support.
  • Keep the team current on industry trends, competitor dynamics, AI-based capabilities, and the evolving product portfolio.
  • Travel nationwide to support client engagements and team needs, with travel stated as up to 25% in the responsibilities and up to 50% in the role overview.

About the Company

Applied Systems

Builds cloud software for insurance agencies

Applied Systems builds cloud software for insurance agencies and brokers to manage client relationships, policies, and back-office work. Its flagship Applied Epic combines property and casualty insurance with employee benefits in one agency management platform. Staff use its browser interface to quote coverage, record policy details, track sales opportunities, manage accounting, and review dashboards without switching between separate systems. Applied sells its software alongside implementation services, customer support, and training that help agencies move their records and workflows onto the platform. The company was founded in 1983 and is headquartered in Chicago, Illinois.

Company size
1,001-5,000
Company stage
Acquired
Total funding
$2.5B
Headquarters
Chicago, IL
Founded
1983

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