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Agency Consultant

Job Location 
CA-Remote Position

More information about this job:

Job Description:

Make a Difference Every Day with Team Applied


The people of Applied are making a difference every day through innovation and a commitment to help safeguard and protect what matters most. With first-to-market software, mobile and data analytics solutions, Applied is revolutionizing companies to strengthen their position as trusted advisors to clients across the world. Our core values challenge employees to make a difference every day with excellence for customers and support for the communities around us. We believe that success comes from a dynamic working environment that offers professionals an opportunity to grow and succeed alongside extraordinary people.


Learn how you can make a difference on Team Applied.


Job Summary
Applied Systems, Inc., a worldwide leader in insurance technology, is currently searching for an Agency Consultant to independently perform consulting engagements with clients of Applied Systems.  Using your detailed knowledge of our products, third party products, technology trends, insurance issues and trends, and industry best practices, you will design, develop, and deliver business solutions for Applied Systems’ clients.  You will perform fee-based enterprise solutions engagements (at times supervising these engagements) with customers to provide strategic, “outside the box” solutions that will ensure an optimum value delivery for on-site and remote consulting services.  


Additional responsibilities include:

  • Developing a detailed functional understanding of Applied Systems’ core products and how they can be applied to clients’ business challenges
  • Functioning as an “expert” in areas such as Business Process Design , Project Management, Operations/Automation Management, and Accounting/GL
  • Appropriately prepare for each client interaction, including development of agendas, questionnaires, research tools, and other artifacts as required to deliver the services
  • Serving as the client’s advocate within Applied Systems to address various issues
  • Overseeing the complete solution delivery
  • Supporting the Sales team and Client Service leadership in driving a positive overall customer relationship
  • Supporting the Sales team in engaging in pre-service-sales activities such as scoping conversations and pre-sale engagements
  • Attending conventions, summits, or user group meetings as requested
  • 50-75% travel required


  • College degree or equivalent work experience; advanced degree preferred (preferable business-related)
  • 5+ years experience in an insurance broker/carrier environment
  • 3+ years of successful client service/consulting experience
  • 3+ years of demonstrated Project Management experience
  • Agency accounting/GL experience highly desired
  • Excellent business process, operations, and automation knowledge from a broker perspective
  • Exceptional speaking, facilitation, and presentation skills
  • Demonstrated leadership qualities
  • Broad and deep Applied Systems product knowledge, including ancillary products
  • Demonstrated ability to scope work, identify opportunities, and assist in the "selling" of Enterprise Solutions
  • Ability to make ongoing contributions and enhancements to the Enterprise Solutions Methodology based on industry experience and client experiences

Corporate Profile

Applied Systems is a leading provider of software that powers the business of insurance.  Recognized as a pioneer in agency management systems, insurance organizations rely on the company’s software to manage their clients and policies in a consistent manner to minimize risk, reduce operating expenses, and drive sustainable growth and profitability. Leading the industry in technology innovation, Applied Systems has been at the forefront of data exchange between agencies, brokers, carriers and their clients. Today, the company has more than 1,000 employees with customers throughout the United States, Canada and the United Kingdom.  By automating the insurance lifecycle, Applied Systems remains committed to help safeguard what matters most to millions of people around the world. To learn more, please visit


Employees feel appreciated at Applied Systems.  In addition to a competitive benefits package that starts on the first day of employment, we offer paid time off, a business casual dress code, and an open communication policy.  The resulting atmosphere is professional and conducive to productivity, yet comfortable and fun.


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