The Head of IT will bring extensive experience within insurance brokerage environments, with a deep understanding of industry-specific systems, workflows, and operational demands. This individual will possess strong expertise in platforms such as Applied Epic, along with a proven ability to support scalable growth, optimize system performance, and align technology infrastructure with the evolving needs of a multi-state insurance organization.
Key Responsibilities:
- Serve as the enterprise owner of Applied Epic, ensuring optimal configuration, performance, and adoption across all business units
- Lead system enhancements, integrations, and workflow standardization to improve productivity and data accuracy
- Partner with Sales, Service, and Operations leadership to align Epic workflows with business objectives
- Establish and maintain enterprise-wide IT asset management practices, including: Hardware lifecycle management (procurement, deployment, replacement), Software licensing compliance and optimization
- Implement tracking systems to ensure visibility across all IT assets and reduce operational risk
- Partner with Finance, Sales, and Operations teams to deliver accurate and timely reporting
- Oversee data integration and reporting tools tied to: Production metrics, Revenue tracking, Pipeline and performance KPIs
- Ensure data integrity across systems, particularly between Applied Epic and reporting platforms
- Lead enterprise cybersecurity strategy, including prevention, detection, and response protocols
- Ensure compliance with all applicable regulations, including: Data privacy standards, Carrier and client data protection requirements
- Oversee security tools, policies, and training programs to mitigate risk across the organization
Required Qualifications
- 10+ years of progressive IT leadership experience, ideally within an insurance brokerage or similar environment
- Deep, hands-on expertise with Applied Epic (required)
- Proven experience managing multi-site / multi-state IT operations
- Strong background in: IT infrastructure and cloud environments, Systems integration and data management, Cybersecurity frameworks and risk management
- Experience supporting high-growth or PE-backed organizations preferred
- Demonstrated ability to align IT strategy with business outcomes
Preferred Qualifications
- Experience within the insurance, financial services, or professional services industries
- Familiarity with agency management systems, cloud-based infrastructure, and modern collaboration tools
Experience supporting high-growth or private-equity-backed organizations - Background in data analytics, system integrations, or technology-enabled process improvement
Why Our Team
- Executive leadership role with direct impact on enterprise strategy and scalability
- Opportunity to modernize and shape IT capabilities in a rapidly growing organization
- Collaborative executive team and strong organizational support
- Competitive compensation and comprehensive benefits
