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Applied Systems Canada logo
Applied Systems Canada

Applied Systems is proud to be an Equal Employment Opportunity 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.

Business Consultant, Bilingual

ConsultantConsultantOtherRemoteMid LevelTeam 1,001-5,000

Location

United States + 1 moreAll locations: United States | Canada

Posted

76 days ago

Salary

75K - 115K / year

Seniority

Mid Level

No structured requirement data.

Job Description

Business Consultant, Bilingual

Applied Systems Canada

Canada External Job Ad Des moments de carrière incroyables se produisent ici Transformer l'industrie de l'assurance est ambitieux, nous le savons. C’est pourquoi chez Applied, nous construisons une équipe qui se présente chaque jour prête à apprendre, désireuse d’essayer de nouvelles choses, et motivée à fournir des logiciels et des services innovants qui nous rendent indispensables à nos clients – le tout dans une culture construite sur des valeurs qui nous rendent indispensables les uns aux autres. Avec plus de 40 ans d’expérience dans le jeu insurtech, nous ne sommes pas seulement en train de redéfinir ce qui est réalisable, nous créons un endroit où des moments de carrière incroyables sont rendus possibles. Position Overview Nous sommes à la recherche d'un consultant fonctionnel en implémentation bilingue pour se joindre à notre équipe « Onboarding & Success Services » (Intégration et Réussite Clients), en télétravail. Pour rester sur la bonne voie, nous recherchons des personnes qui sont conscientes que la réussite est un sport d'équipe ; qui valorisent la diversité des expériences et des parcours au sein de notre équipe — et cherchent à en tirer des leçons ; qui aiment relever des défis et prendre des risques afin de générer de meilleurs résultats pour nos clients ; et qui savent, à tout moment, prendre du recul pour rire et s'amuser. Ce poste a pour objectif d'aider les agences à migrer avec succès leurs flux de travail opérationnels vers la solution Applied Epic, en veillant à ce que leurs équipes puissent gérer efficacement le cycle de vie des polices, les processus de service, les flux de tarification et l'engagement client. Ce que vous allez faire - Aider les clients à migrer leurs flux de travail opérationnels vers Applied Epic, y compris la gestion des polices, le service à la clientèle et les processus de front-office. - Accompagner les clients dans la prise de décisions de configuration relatives aux flux de travail opérationnels, à l'automatisation et à l'adoption par les utilisateurs au sein d'Epic. - Collaborer avec les clients pour recueillir les besoins, évaluer les besoins opérationnels et fournir des conseils sur les meilleures pratiques relatives aux flux de travail et aux processus de l'agence. - Aider les agences à optimiser la gestion du cycle de vie de leurs polices, y compris les nouvelles affaires, les renouvellements, les avenants et les flux de travail liés au service client. - Communiquer de manière proactive avec les clients et les équipes internes afin d'assurer des implémentations de haute qualité et des résultats fructueux. - Collaborer avec la direction du projet et les autres membres de l'équipe pour assurer la réalisation de tous les livrables tout au long du cycle de vie du projet. - Établir des relations solides et productives avec les clients, et les maintenir sur la bonne voie pour atteindre les objectifs mutuels. - Maintenir une solide maîtrise fonctionnelle des capacités de front-office d'Applied Epic, incluant les flux de travail, les activités, l'automatisation et les stratégies d'adoption par les utilisateurs. - Tenir une documentation exhaustive des interactions avec les clients, des tâches accomplies, de l'état d'avancement des projets et des actions à mener. Nous sommes ravis d’en apprendre davantage sur Votre expérience peut inclure: - Plus de 5 ans d’expérience dans un rôle opérationnel au sein d’une agence ou d’un cabinet de courtage en assurance (gestion de comptes, service à la clientèle ou soutien à la clientèle) - Plus de 2 ans d’expérience avec Applied Epic ou un logiciel de gestion d’agence similaire Baccalauréat ou expérience professionnelle équivalente - Bilinguisme (anglais et français) Vous pouvez avoir d'autres compétences ou titres de compétences, y compris: - Solide compréhension des flux de travail et des processus de service au sein d'une agence d'assurance - Compétences démontrées en communication, en analyse et en résolution de problèmes Grande rigueur organisationnelle et capacité à gérer plusieurs projets simultanément - Capacité d'accompagner les clients dans l'amélioration des processus et l'optimisation des flux de travail Nous savons que le talent vient de tous les milieux et de tous les niveaux d'expérience. Nous encourageons les militaires et leurs conjoints ainsi que les candidats sans diplôme ou formation en technologie à postuler!   Lorsque vous rejoignez l'équipe appliquée, vous pouvez vous:  Une culture qui valorise qui vous êtes et reconnaît que vous n’êtes pas seulement un employé, vous êtes un coéquipier, et vous avez de l’importance. Nous nous épanouissons sur les avantages de nos différentes expériences et célébrons le caractère unique que nos coéquipiers apportent au travail avec eux tous les jours. Nous associons notre temps ensemble, collaborer à distance et en personne pour permettre à nos équipes de travailler de la manière qui leur convient le mieux.  Un ensemble complet d'avantages sociaux et de compensation A comprehensive benefits and compensation package ce qui centre nos coéquipiers et les aide à apporter leur meilleur au travail tous les jours: - Couverture médicale, dentaire et de la vision - Temps de vacances payé - Journées de la santé et du bien-être - Un jour de bonus pour ton anniversaire Apprenez-en davantage sur les personnes derrière nos produits https://www1.appliedsystems.com/fr-ca/a-propos-de-nous/jobs/ La fourchette totale prévue de la rémunération annuelle pour ce poste nouvellement créé se situe entre 75,000 $CA et 115,000 $CA par année. Celle-ci comprend le salaire de base initial et, le cas échéant, la rémunération variable ou incitative. Pour déterminer le salaire initial d’un nouveau membre de l’équipe, nous tenons compte de divers facteurs, notamment le niveau, l’ampleur et la diversité de son expérience, ainsi que de ses compétences et de ses responsabilités. Votre sécurité est importante Les informations personnelles de nos candidats et la sécurité en ligne sont au cœur de nos préoccupations. Chez Applied, nous protégeons de manière proactive vos informations personnelles et ne communiquons qu’avec les candidats via un e-mail sécurisé @appliedsystems.com ou via notre portail officiel des carrières. Les recruteurs ne demanderont jamais de paiements, ne demanderont jamais des informations de compte financier ou des informations sensibles telles que les numéros de sécurité sociale. Utilisation de l’IA Nous utilisons des outils d’IA pour simplifier certaines étapes de notre processus de recrutement (comme l’analyse de CV et la planification des entrevues). Toutefois, la présélection des candidats, les entrevues et les décisions finales sont effectuées par des personnes. Déclaration de l'EEO Applied Systems est fier d'être un employeur pour l'égalité des chances en matière d'emploi. La diversité et l’inclusion sont un impératif commercial et font partie de la construction de notre marque et de notre réputation. Chez Applied, nous ne faisons aucune discrimination et nous nous engageons à recruter, développer, conserver et promouvoir indépendamment de la race, de la religion, de la couleur, de l’origine nationale, de l’orientation sexuelle, de l’identité de genre, du handicap, de l’âge, du statut d’ancien combattant et d’autres statuts protégés, conformément à la loi applicable.   #LI-Remote or #LI-Hybrid   #LI-CA Amazing Career Moments Happen Here Transforming the insurance industry is ambitious, we know. That’s why at Applied, we’re building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers – all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we’re not just redefining what’s achievable; we’re creating a place where amazing career moments are made possible. Position Overview We’re searching for a Bilingual Implementation Business Consultant to join our Onboarding & Success Services team in a remote capacity. To keep us headed in the right direction, we’re looking for people who understand winning is a team sport, who value and seek to learn from our team’s diverse experiences and backgrounds, who welcome a challenge and take risks in the pursuit of creating better outcomes for our customers, and who can, at any given time, step back to laugh and have some fun. This role focuses on helping agencies successfully transition their operational workflows into Applied Epic, ensuring teams can efficiently manage policy lifecycle activities, service processes, quoting workflows, and client engagement. What You’ll Do - Assist customers in transitioning operational workflows into Applied Epic, including policy management, servicing, and front-office processes - Support clients with making configuration decisions related to operational workflows, automation, and user adoption within Epic - Work with customers to gather requirements, assess operational needs, and provide guidance on best practices for agency workflows and processes - Help agencies optimize their policy lifecycle management, including new business, renewals, endorsements, and service workflows - Proactively communicate with customers and internal teams to deliver high-quality implementations and successful outcomes - Partner with project leadership and other team members to ensure completion of all deliverables across the project lifecycle - Build strong, productive relationships with customers and keep them on track toward achieving mutual goals - Maintain a strong working knowledge of Applied Epic front-office capabilities, including workflows, activities, automation, and user adoption strategies - Maintain thorough documentation of customer interactions, tasks completed, project status, and action items - Manage multiple priorities and perform well in a fast-paced environment while maintaining a high level of quality and client satisfaction - Develop and maintain excellent knowledge of company products, usage, and other features We’re Excited to Learn More About You Your experience may include: - 5+ years of experience in an insurance agency or brokerage operational role, such as account management, servicing, or client support - 2+ years working with Applied Epic or similar agency management software - Bachelor’s degree or equivalent work experience - Bilingual in English and French You may have other skills or credentials, including: - Strong understanding of insurance agency workflows and service processes - Demonstrated communication, analytical, and problem-solving skills - Highly organized and able to manage multiple projects concurrently - Ability to guide customers through process improvements and workflow optimization We know that talent comes from all backgrounds and experience levels. We encourage military members and their spouses as well as candidates without a degree or a background in tech to apply! When You Join Team Applied, You Can Expect: A culture that values who you are and recognizes that you aren’t just an employee; you are a teammate, and you matter. We thrive on the benefits of our different experiences and celebrate the uniqueness our teammates bring to work with them every day. We flex our time together, collaborating remotely and in-person to empower our teams to work in the ways that work best for them. A comprehensive benefits and compensation package that centers our teammates and helps them to bring their best to work every day:  - Medical, Dental, and Vision Coverage  - Holiday and Vacation Time  - Health & Wellness Days  - A Bonus Day for Your Birthday  Learn more about the people behind our products at https://www1.appliedsystems.com/en-ca/about-us/jobs/ The total anticipated annual compensation range for this existing position is CA$ 75,000 – $115,000 per year which includes starting base salary and, where applicable, variable or incentive pay. To determine a new team member’s starting pay, we consider a variety of factors, including someone’s depth, breadth, and variety of experience, skills, and responsibilities. Your Security Matters: Our candidates’ personal information and online safety are top of mind for us. At Applied, we proactively protect your personal information and only communicate with candidates via a secure @appliedsystems.com email or through our official careers portal. Recruiters will never request payments, ask for financial account information or sensitive information like social security numbers. AI Utilization We leverage AI tools to streamline parts of our recruitment workflow (such as resume parsing and interview scheduling). However, candidate screening, interviews, and final decisions are conducted by real humans. EEO Statement Applied Systems is proud to be an Equal Employment Opportunity 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. #LI-Hybrid OR #LI-Remote #LI-CA

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Business Consultant, Bilingual

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Applied Systems is proud to be an Equal Employment Opportunity 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.

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