P&C Platform Migrations Manager - Remote

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity: 

This position works directly with newly acquired local offices and the corporate teams on the migration to the

OneDigital Applied Epic instance. This position serves as a liaison between the local office, M&A, and P&C Operations

teams to ensure a smooth transition to Applied Epic.

Essential Duties and Responsibilities (include but are not limited to):

• Maintain project plan for each agency and Training Assignment Smartsheet
• Keep project team on task to meet deadlines and Applied’s schedule
• Lead discovery conversations to identify areas (mapping, activities, workflows) that require further discussion or decisions. Communicate to Epic Core Team and bring in appropriate resources to reach a final decision.
• Review and complete reports and worksheets received from Applied during migration, working with the local office to ensure all data fields are mapped properly into OneDigital Epic instance
• Schedule and run meetings including, but not limited to, kick off call to begin the migration project for each new office, the “all team” meeting, data review meeting, and the weekly check ins
• Attend regular M&A meetings with pre and post close agencies to ensure alignment on the Epic transition schedule
• Act as liaison with Applied staff to help complete new agency paperwork and schedule agencies within the M&A program
• Send regular communication to the local team (kick off call follow up for group training and data validation; data pull dates and information; data review workbooks; upcoming deadlines; monthly communication to agency teams; etc.)
• Guide local offices through data review to ensure clean and accurate data flowing into the OneDigital Applied Epic instance
• Review and report issues found during data review; work with Applied and the local office to resolve
• Educate migrating team on differences between legacy AMS and OneDigital Applied Epic
• Work with local team after Go Live on data quality and cleanup projects, including BPO partner as needed
• Create the training agenda and lead live training sessions prior to Epic Go Live date, as well as continuing support after Go Live
• Applied Epic support ticket assistance

Qualifications, Skills and Requirements:

• Ability to take “big picture” approach and enact change management
• Strong attention to detail
• Strong verbal and written communication skills
• Ability to maintain detailed standard operating processes and document changes
• Ability to work independently as well as in a team environment
• Excellent organizational skills
• Strong analytical and problem-solving skills
• Ability to establish and maintain collaborative working relationships with others of all levels

Education, Training and Experience:

• Bachelor’s degree preferred, but not required
• A minimum of 3 years of experience in Applied Epic agency management system
• Applied CSR24, Indio, and Epic Quotes experience required

The typical base pay range for this role nationwide is $60,000 to $70,000 per year.  

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance.  We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!