Carrier Administration & Configuration Lead at Keystone Agency Partners LLC

, , United States -

Full Time

Start Date

Immediate

Expiry Date

18 Oct, 26

Salary

0.0

Posted On

20 Jul, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Applied Epic Configuration, Carrier Administration, Broker Setup, Data Conversion, Insurance Operations, Agency Management System Administration, Governance, Workflow Design, Analytical Skills, Documentation Skills, Cross-functional Collaboration, Commission Structures

Industry

Insurance

Description

About Keystone Keystone is a rapidly growing insurance brokerage platform partnering with independent agencies across the United States. Keystone provides strategic resources, capital investment, and operational support to drive sustainable growth, empowering agencies to maintain their identity while accessing best-in-class tools in finance, HR, sales, and M&A integration. The leadership team brings over a century of combined industry expertise, fostering collaboration, innovation, and long-term value. For more information please visit: https://mykeystone.com/ [https://mykeystone.com/]. Carrier Administration & Configuration Lead Position Summary: The Carrier Administration & Configuration Lead is responsible for the governance, configuration, and administration of carrier and broker master data within Applied Epic. This role owns constructing enterprise configuration standards and ensures standards are maintained while supporting acquisitions, data conversions, and ongoing administration. The Carrier Administration & Configuration Lead partners with Carrier Management, Data Conversion, Operations, and Product teams to deliver consistent, scalable system configurations that support business operations and enterprise growth. Key Responsibilities: * Manage enterprise carrier and broker setup, configuration, and ongoing administration within Applied Epic. * Verify carrier licensing, state availability, and approved business relationships in partnership with Carrier Management teams. * Configure and maintain carrier, broker, and commission structures in accordance with enterprise standards and operational requirements. * Partner with Data Conversion teams to support carrier and broker mapping, configuration validation, and conversion readiness activities. * Provide configuration recommendations and execute system changes supporting acquisitions, implementations, operational initiatives, and enterprise enhancements. * Develop and maintain enterprise standards, documentation, and governance for carrier and broker configuration. * Support workflow design by ensuring standardized carrier and broker configuration across business units. * Troubleshoot configuration issues and provide subject matter expertise regarding Applied Epic functionality. * Maintain accurate documentation of configuration decisions, standard operating procedures, and system governance. * Collaborate with cross-functional teams to ensure data integrity, operational consistency, and successful implementation of enterprise initiatives. Qualifications: * Minimum of 5 years of insurance operations or agency management system administration experience. * Advanced knowledge of Applied Epic configuration, carrier administration, and broker setup. * Experience supporting agency management system implementations or data conversion initiatives. * Understanding of carrier licensing, agency structures, commissions, and insurance operations. * Strong analytical, organizational, and documentation skills. * Ability to collaborate across Operations, Technology, Product, Carrier Management, and Data Conversion teams to deliver enterprise solutions. * Ability to pass a criminal background check, as permitted by law. Remote Work Environment: Preference given to candidates in Eastern or Central U.S. time zones Salary Transparency Statement: In accordance with state and local pay transparency laws, we will provide the applicable salary range upon request to candidates who reside in jurisdictions where such disclosure is required. Benefits: * Competitive Salary * Health Insurance Plans (PPO, HSA, Copay Options) * Dental Insurance * Vision Insurance * Company Paid Disability Insurance * Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance * 401(k) with Safe Harbor Match * Paid Time Off * Paid Holidays No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.

Responsibilities

Responsible for the governance, configuration, and administration of carrier and broker master data within Applied Epic. The role ensures enterprise configuration standards are maintained during acquisitions, data conversions, and ongoing operations.