Key Responsibilities 

Vendor & Technology Management 

• Serve as the point of contact for our IT vendor during agency integration. 

• Monitor vendor performance, service levels, and contract compliance. 

• Coordinate and track IT service requests escalated to external vendors. 

Hardware Procurement & Inventory 

• Manage ordering, provisioning, and distribution of computers and related equipment for new agencies. 

• Coordinate shipping, setup, and returns when necessary. 

• Ensure standardization of approved hardware across the organization. 

Software Administration 

• Administer company-wide tools such as: 

• Adobe and Docusign licensing & user management 

• Applied Epic user provisioning, permissions, and basic configuration 

• HubSpot Service Hub permissions, routing, and configuration oversight 

• Microsoft Teams VoIP admin 

• Additional enterprise SaaS tools as needed 

• Maintain documentation of system configurations and admin procedures. 

Employee Support & Communication 

• Work with employees to understand technology needs and route issues appropriately as necessary when IT vendor needs assistance. 

• Communicate changes, updates, and best practices clearly and professionally. 

Operational Coordination & Documentation 

• Maintain accurate records of hardware, software licensing, vendor activity, and IT assets. 

• Develop and improve processes for procurement, onboarding, and software administration. 

Qualifications 

Required 

• 2–4 years of experience in IT coordination, vendor management, system administration, or a related operational role. 

• Familiarity with common business platforms (Adobe, HubSpot, Applied Epic, Microsoft admin tools, etc.). 

• Strong organizational and project management skills. 

• Exceptional attention to detail with the ability to maintain accurate records. 

• Excellent communication and interpersonal abilities. 

Preferred 

• Experience working with MSPs (managed service providers). 

• Insurance agency operations familiarity (bonus for Applied Epic experience). 

• Basic understanding of SaaS administration, permissions, and user lifecycle management. 

Key Competencies 

• Detail-oriented: Ensures accuracy in purchasing, licensing, and record-keeping. 

• Customer-service minded: Works well with employees across all levels. 

• Process-driven: Creates structure and consistency in repeatable IT workflows. 

• Problem-solving: Able to triage requests and escalate to the right technical resources. 

• Dependable & proactive: Anticipates needs, manages deadlines, and follows through consistently.