Full-Time

Client Executive

Updated on 9/3/2026

Deadline 7/31/27
Applied Systems

Applied Systems

1,001-5,000 employees

Cloud software platform for insurance agencies

Compensation Overview

$150k - $240k/yr

+ On-target performance-based variable commissions + Uncapped actual earnings

Remote in USA

Remote

Remote within the United States, with travel within North America up to 50%.

Bachelor's

Category
Sales & Account Management (1)
Required Skills
LLM
REST APIs

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Requirements
  • 10+ years in account management or customer success in commercial insurance, with insurance or insurtech experience.
  • Deep insurance carrier experience.
  • Strong relationship management skills, including building trusted senior relationships across underwriting, operations, and information technology and leading quarterly business reviews or executive readouts.
  • Ability to understand customers' submission, intake, and triage workflows and show where the platform fits into daily processes.
  • Ability to deliver targeted product demonstrations and clearly discuss large language models, data flows, and application programming interfaces while connecting technology to underwriting and operations value.
  • Ability to partner with Sales, Delivery, Support, Security, and Legal on escalations and expansions.
  • Bachelor's degree or equivalent experience.
Responsibilities
  • Manage a book of strategic carrier and broker accounts as the primary post-sale point of contact.
  • Learn each customer's underwriting and claims workflows and show how the platform fits into day-to-day processes to drive adoption.
  • Track adoption and contract utilization against targets, flag gaps, and drive corrective action.
  • Broaden networks within accounts by building relationships from senior stakeholders to project teams across underwriting, operations, and information technology.
  • Run quarterly business reviews and executive business reviews to align on value delivered and shape renewal and expansion plans.
  • Build senior relationships with the chief underwriting officer, chief information officer, underwriting operations, and information technology stakeholders, and lead platform walkthroughs connecting artificial intelligence and data capabilities to underwriting and operations value.
  • Travel as needed, up to 50%, for onsite workshops, enablement, and executive sessions.

Applied Systems offers cloud-based software for insurance agencies and brokers to manage policies, workflows, data, and partnerships. The platform runs in the cloud with modules for policy administration, workflow automation, data management, and carrier/partner integrations accessible via web or app. It differentiates itself with a tech-first, cloud-native approach, global reach, and a focus on agency needs to enable scalable, connected operations. The goal is to help agencies grow and operate more efficiently by digitizing processes, automating tasks, and enabling strategic partnerships.

Company Size

1,001-5,000

Company Stage

Acquired

Total Funding

$2.5B

Headquarters

University Park, Illinois

Founded

1980

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Simplify Jobs

Simplify's Take

What believers are saying

  • August 2026 launches accelerated partner onboarding, including Lightspeed, Open, and Employee Navigator.
  • Applied Recon removes outsourced reconciliation, saving agencies time and tightening cash visibility.
  • Email-to-quote turns broker inboxes into carrier workflows, cutting quoting from days to minutes.

What critics are saying

  • Comulate's antitrust suit and Applied's trade-secret case consume management through 2026.
  • Court limits on Epic integrations weaken Applied's ecosystem and partner trust.
  • A sustained antitrust loss forces Epic opening, collapsing Applied's tollbooth economics.

What makes Applied Systems unique

  • Applied owns insurance workflow plumbing: Epic, Rating Hub, Recon, and carrier automation.
  • Vendor Certification Program locks third-party integrations into Applied Epic's ecosystem.
  • AI-native connectivity spans agencies, brokers, carriers, and insurers across UK and North America.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Paid Vacation

Paid Sick Leave

Paid Holidays

Unlimited Paid Time Off

Paid Parental Leave

Growth & Insights and Company News

Headcount

6 month growth

12%

1 year growth

12%

2 year growth

12%
GlobeNewswire
Sep 1st, 2026
Applied Systems earns Great Place To Work Certification for third year in a row.

Applied Systems earns Great Place To Work Certification for third year in a row. Employees rated their day-to-day experience through Great Place To Work's trust index survey. September 01, 2026 09:00 ET | Source: Applied Systems Chicago, IL, Sept. 01, 2026 (GLOBE NEWSWIRE) - Applied Systems(R) today announced it has earned Great Place To Work - US Certification for the third consecutive year, with 85% of employees saying the company is a great place to work, compared to 57% at a typical U.S.-based company. The recognition is based entirely on what current employees report about their experience at Applied. Great Place To Work is the global authority on workplace culture, employee experience, and the leadership behaviors proven to deliver market-leading revenue, employee retention and increased innovation. Ninety percent of Applied employees say they are given the resources and equipment they need to do their job well, support that carries through into how careers grow at the company. Applied's more than 3,000 teammates around the globe average 7.3 years of tenure, and one in five advance into new roles each year, reflecting a culture built around long-term growth. "Great Place To Work Certification is a highly coveted achievement that requires consistent and intentional dedication to the overall employee experience," said Sarah Lewis-Kulin, vice president of Global Recognition, Great Place To Work. She noted that Certification is the sole official recognition earned by the real-time feedback of employees regarding their company culture, adding that Applied stands out as one of the top companies to work for. "Our commitment to our teammates is simple: when they bring their best, we promise a place built for their next best move, and this certification tells us that promise is being kept," said Brittany Smith, chief financial officer and interim chief people officer, Applied Systems. "Earning this recognition for the third year in a row reflects the trust our people place in Applied every day, and we're proud to keep building a culture that keeps our people moving forward, together." The Applied products and logos are trademarks of Applied Systems, Inc., registered in the U.S. About Applied Systems Applied Systems is the current that connects the insurance value chain. As the world's largest provider of insurance software, Applied connects agencies, brokers, and carriers across the global flow of risk, orchestrating data, intelligence, and action at every connection. As those connections multiply, value compounds - powering a smarter, faster, and more connected insurance industry that serves as a foundation for vibrant economies where more businesses, communities and dreams can move forward.

Africa Business Watch
Sep 1st, 2026
Open expands motor insurer access with Applied Rating Hub integration.

Open expands motor insurer access with Applied Rating Hub integration. UK insurtech platform to power MoneySuperMarket's SuperSaveClub Insurance through Applied Rating Hub's single, real-time connection to multiple motor insurers. London, UK, Sept. 01, 2026 (GLOBE NEWSWIRE) - Applied Systems Europe is proud to announce that the insurance technology and broking platform, Open, has integrated with Applied Rating Hub to access multiple personal lines motor insurers through a single connection. The integration connects SuperSaveClub Insurance, the AI-enabled digital motor broker recently launched by MoneySuperMarket. Through Rating Hub, Open connects to motor insurance products from Ageas UK, Allianz UK Broker and Covéa Insurance without the cost and complexity of building and maintaining separate integrations with each insurer. "Working with Applied gave us a fast, efficient way to integrate with our chosen underwriters, which meant we could rapidly build this unique proposition for SuperSaveClub members," said Jason Wilby, co-chief executive, Open. "We have built an efficient, AI-enabled distribution platform, with Applied providing the connectivity that brings us together with the insurers." Applied Rating Hub offers a single connection to a dynamic marketplace of personal lines insurers and MGAs featuring 100+ products, enabling seamless full-cycle EDI trading across the UK insurance industry. By exchanging real-time data through a one-to-many model, Rating Hub eliminates the need for multiple insurer integrations and operational bottlenecks, helping businesses speed up market access and focus on selling products and winning clients. "With implementation completed in around four months from kick-off to go-live, we are happy to enable greater access and choice of motor insurance products via MoneySuperMarket's SuperSaveClub Insurance," said Matt Wellman, senior director of Enterprise Accounts & Insurer Relationships, Applied Systems. "The integration between Applied Rating Hub and Open is a strong example of how a single connection can provide access to multiple personal lines motor insurers, simplifying connectivity and accelerating distribution." The Applied products and logos are trademarks of Applied Systems, Inc., registered in the U.S. About Applied Systems Applied Systems is the current that connects the insurance value chain. As the world's largest provider of insurance software, Applied connects agencies, brokers, and carriers across the global flow of risk, orchestrating data, intelligence, and action at every connection. As those connections multiply, value compounds - powering a smarter, faster, and more connected insurance industry that serves as a foundation for vibrant economies where more businesses, communities and dreams can move forward. About Open Open is the AI-native insurance partner providing end to end whitelabelled insurance solutions. Open works with leading insurers to build and run insurance programmes, overlaying safe and compliant AI across proposition design and pricing to distribution and servicing. Lauren Malcolm Applied Systems 6784385093 [email protected] Legal Disclaimer: EIN Presswire provides this news content "as is" without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.

Insurance Canada
Aug 27th, 2026
Applied Systems launches new Vendor Certification Program.

Applied Systems launches new Vendor Certification Program. New program enables agencies and brokerages to extend their technology strategy with certified integrations in a faster, more secure way. Chicago, IL (Aug. 12, 2026) - Applied Systems(R) is pleased to announce it has launched its Vendor Certification Program, a new third-party integration program that provides customers with a fast, trusted way to extend the value of their Applied solutions. The new program formalizes Applied's decades-long commitment to an open, connected ecosystem, giving vendors a clear, single path to certification and giving mutual customers a faster, lower-cost way to activate the technology partners of their choice. Every certified vendor completes a thorough onboarding and certification process, ensuring each integration meets Applied's standards for quality and reliability before it ever reaches an agency or brokerage. Activating a certified integration is easy, faster than a standard integration build, and doesn't require any additional purchase from Applied. Certified vendors have access to the latest Applied Epic releases, ensuring integrations stay current, reliable, and ready to meet their most demanding challenges. Initial companies with certified integrations include Ascend, Adapt, Coverflow, Fulcrum, Inteveo EcoLink, Lightspeed, Outmarket, Quandri, RecordLinker, Sonant, and Xilo, with more expected to join in the months ahead. "Applied has long supported a vibrant ecosystem and this program formalizes that approach, creating a faster, simpler, lower-cost way to integrate third-party technology into our management systems," said Graham Blackwell, President, Applied Systems. "Applied is deeply committed to solving the hardest problems in insurance and we'll do this by bringing more innovation than ever and connecting more integrations, letting customers choose how technology powers their business. I'm excited to welcome our first class of certified integrations, with many more to come." Vendors interested in certification can reach Applied at [email protected], and customers interested in working with a certified partner can learn more at appliedsystems.ca/vendor-integration. About Applied Systems. Applied Systems is the current that connects the insurance value chain. As the world's largest provider of insurance software, Applied connects agencies, brokers, and carriers across the global flow of risk, orchestrating data, intelligence, and action at every connection. As those connections multiply, value compounds - powering a smarter, faster, and more connected insurance industry that serves as a foundation for vibrant economies where more businesses, communities and dreams can move forward. For more information, please visit appliedsystems.com. The Applied products and logos are trademarks of Applied Systems, Inc., registered in the U.S.

The Tech Outlook
Aug 25th, 2026
CTC Insurance brings direct bill reconciliation fully in-house with Applied Recon.

CTC Insurance brings direct bill reconciliation fully in-house with Applied Recon. Independent agency eliminates outsourced reconciliation and gains full visibility into its own direct bill data with automated policy matching Chicago, IL, Aug. 25, 2026 (GLOBE NEWSWIRE) - Applied Systems(R) today announced that CTC Insurance, a full-service insurance agency founded in 1913, has selected Applied Recon to bring its direct bill reconciliation entirely in-house, eliminating its reliance on outsourced manual processing. Applied Recon's policy number smart matching now clears items directly against the agency's own records, cutting out the manual searching and vendor handoffs that stood between the agency and its own money. "Before implementing Applied Recon, we outsourced nearly 40 percent of our direct bill manual reconciliations, losing time to mailing statements and untangling back-and-forth emails over mismatched policy numbers which made us miss renewals and entry errors," said Christine Kelly, Director of Operations, CTC Insurance. "With Applied Recon's smart matching clearing items straight off the suspense list, my team isn't stuck re-searching the same policies month after month, and we always know exactly where every reconciliation stands instead of waiting on someone outside our office to tell us." Applied Recon is an AI-powered reconciliation capability built into Applied's insurance management systems that automates the matching of direct bill statements to agency records. Applied Recon's intelligent policy number matching identifies and clears items that would otherwise require manual searching. It does this even when formatting inconsistencies, such as missing dashes or spaces, would stall a traditional match. Handling reconciliation in house gives agencies control over the accuracy and timing of their own financial data, the foundation for making decisions about cash instead of just tracking it. "You can't make real decisions about your cash if you're working from someone else's version of your numbers, and that's the real cost of outsourcing reconciliation," said Chase Petrey, president, Applied Pay, Applied Systems. "Bringing that process in-house with Applied Recon means CTC Insurance's finance team knows exactly where every dollar stands the moment it moves, so they catch a mismatch the day it happens instead of finding out at month-end close." Discover more Exploring Educational Science Kits The Applied products and logos are trademarks of Applied Systems, Inc., registered in the U.S. About Applied Systems Applied Systems is the current that connects the insurance value chain. As the world's largest provider of insurance software, Applied connects agencies, brokers, and carriers across the global flow of risk, orchestrating data, intelligence, and action at every connection. As those connections multiply, value compounds - powering a smarter, faster, and more connected insurance industry that serves as a foundation for vibrant economies where more businesses, communities and dreams can move forward. Disclaimer: The above press release comes to you under an arrangement with GlobeNewswire. TheTechOutlook.com takes no editorial responsibility for the same. Listen to audio version of this article Ready to play

PR Newswire
Aug 20th, 2026
Lightspeed joins first class of certified integrations in Applied Systems' new Vendor Certification Program.

Lightspeed joins first class of certified integrations in Applied Systems' new Vendor Certification Program. Lightspeed Voice Aug 20, 2026, 10:10 ET Lightspeed Voice joins the first class of certified integrations in Applied Systems' new Vendor Certification Program, giving insurance agencies a faster, lower-cost way to connect their communications platform with Applied Epic. VENICE, Fla., Aug. 20, 2026 /PRNewswire-PRWeb/ - Lightspeed, a leading provider of AI-powered VoIP communications, announced that its integrations with Applied Epic are among the first certified integrations available through the new Applied Systems Vendor Certification program. Launched in August 2026, the program gives agencies and brokerages a faster, trusted way to connect third-party technologies with their Applied Epic. Each participating vendor completes a thorough onboarding and certification process designed to ensure its integrations meet Applied's standards for quality and reliability. As a certified vendor, Lightspeed offers agencies a simpler, lower-cost path to activating its integrations with Applied Epic. Certified integrations can be activated faster than a standard integration build and do not require additional purchase from Applied. Lightspeed will also have access to the latest Applied releases, helping ensure its integration remains current and reliable as the platform evolves. "Joining the Applied Systems vendor program allows us to remove a significant cost barrier for our shared customers and make the Lightspeed Voice integration more accessible to independent insurance agencies," said Joel Poythress, President at Lightspeed. "Our goal is to help agencies get more value from the technology they already use by creating a seamless connection between their management system and their communications platform. We're proud to strengthen our partnership with Applied and make it easier for agencies to take advantage of an integration that can improve efficiency, streamline workflows, and better serve their customers." Lightspeed Voice integrates with Applied Epic to bring an agency's communications and management system technology together. These connections help users access caller information more efficiently, track call activity, streamline call-related workflows, and connect valuable conversation insights with the systems they use every day. As one of the initial companies with certified integrations available through the program, Lightspeed's participation reflects its continued investment in the independent insurance industry and its commitment to delivering connected technology that supports more efficient agency operations. Additional information about the Applied Systems Vendor Certification Program is available at appliedsystems.com/vendor-integration. About Lightspeed Lightspeed is a leading provider of communication solutions, dedicated to delivering innovative technology and unparalleled service to businesses. With a focus on innovation and customer satisfaction, Lightspeed continues to be a trusted partner for organizations seeking reliable and advanced communication solutions. Media Contact SOURCE Lightspeed Voice