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Added 6 hours ago
RM
Trust & Operations Analyst
RBX Media Group
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
We're looking for a Trust & Operations Analyst to help maintain the safety, integrity, and smooth operation of an established online community platform.
Added 1 day ago
Manager, Financial Analysis - Finance
Scotiabank
Toronto, ON
Review and verify the payments for monthly billings, and the reconciliation of the billing accounts prepared by Senior Analyst
Added 1 day ago
UC
Databricks Data Platform Engineer
Univedge Consulting LLC
Canada
- Contract
…pipelines, you will build the foundation that every data engineer, analyst, and data scientist depends on, including workspaces, compute, Unity Catalog governance, deployment pipelines, and…
Added 1 day ago
Financial Analyst - Team Lead
City of Edmonton
AB
…Infrastructure Services department is seeking a collaborative Financial Analyst - Team Lead to guide a dedicated team responsible for project setup and financial transaction processing. In…
Added 2 days ago
W
Epic Beaker Analyst
W3Global
Canada
- Full-time
An Epic Beaker Analyst configures, implements, and supports the Epic Beaker Laboratory Information System (LIS), bridging clinical workflows and IT by designing system builds, managing…
Added 2 days ago
R
Tenant Billing Analyst
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Toronto, ON
- Full-time
The Tenant Billing Analyst ensures accurate billing and compliance with lease provisions related to Common Area Maintenance (CAM), property taxes, and percentage rent. The role also…
Added 2 days ago
GO
Service Desk Analyst
Government of Nunavut Recruitment
Iqaluit, NU
- Full-time
Reporting to the Service Desk Supervisor, the Service Desk Analyst (Analyst) is a member of the Government of Nunavut’s (GN) Help Desk team that provides first-line technical support to GN…
Added 2 days ago
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Analyst, Business Planning, Corporate Affairs
Ontario Teachers' Pension Plan
Toronto, ON
- Full-time
The analyst will provide reliable support and coverage for legal invoice operations while helping the team use approved AI tools to better identify, capture, and organize valuable…
Added 4 days ago
TH
Intermediate Financial Analyst
The Hospital for Sick Children
Toronto, ON
- Full-time
Peri-Operative Services at SickKids is looking for an Intermediate Financial Analyst, to join the Physician Billing Operations team. Reporting to the Senior Manager, POS Business…
Added 4 days ago
AS
Analyst, IT Vendor Management - P3
Apex Systems
Toronto, ON
- $75 to $85 USD / hour
- Full-time
Location: Mississauga, Ontario, Canada | Job Grade: P3 – Sourcing Analyst | Employment Type: C2H
Added 4 days ago
CS
Senior Solution Architect Workday , HCM & Financials
Canadian Standards Association
Toronto, ON
- Full-time
CSA Group has an immediate opportunity for a Senior Workday Analyst, HCM & Financials to be responsible for the configuration, integrity, security, and continuous improvement of CSA Group's…
Added 4 days ago
MT
Analyst, CMI
Miller Thomson LLP
Montreal, QC
- Full-time
The CMI Analyst is responsible for the ongoing maintenance, accuracy, and integrity of client and matter information within the firm’s systems. The role ensures that client and matter…
Added 4 days ago
J(
PMO Analyst
JSG (Johnson Service Group, Inc.)
AB · Edmonton, AB
- Contract
The IS Infrastructure PMO Analyst is accountable for supporting both the IS Infrastructure PMO and the IT Projects Admin areas by working with various internal business unit groups,…
Added 4 days ago
Cost Recovery Analyst
Government of Alberta
AB
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Added 4 days ago
Product Owner
Dye & Durham Talent Team
Toronto, ON
Translate product strategy, customer needs, compliance considerations, and operational dependencies into clear user stories, acceptance criteria, process flows, and functional…
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Product Owner
Dye & Durham Corporation
Toronto, ON
- $115,000 to $125,000 USD / year
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Translate product strategy, customer needs, compliance considerations, and operational dependencies into clear user stories, acceptance criteria, process flows, and functional…
Added 4 days ago
IG
Servicing Analyst
Insight Global
Toronto, ON
- $24 to $26 CAD / hour
- Contract
Insight Global is seeking a Servicing Analyst for a 1-year contract with a major banking client in downtown Toronto. The Servicing Analyst will provide loan servicing and monitoring support…
Added 5 days ago
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Billing Compliance Analyst
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Toronto, ON
- Full-time
We are recruiting for a Billing Compliance Analyst to join our Client Accounts Operations team in our Toronto office. The successful candidate must have a minimum of 3 years of legal…
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Program Management Office Analyst
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Toronto, ON
- Full-time
The IS Infrastructure PMO Analyst supports the IS Infrastructure Project Management Office (PMO) and IT Projects Administration by working with internal business units, infrastructure…
Added 5 days ago
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Job Cost Accountant
Clearway
Toronto, ON · Greater Toronto Area, Ontario
- Full-time
Reporting to the Controller, the Job Cost Analyst is responsible for supporting the financial management of construction projects by ensuring accurate job costing, project reporting,…
Added 5 days ago
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Job Cost Accountant
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Added 6 days ago
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Senior Financial Analyst
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Toronto, ON · North York, ON
- $90,000 to $105,000 USD / year
- Full-time
Billing & Collections: Own billing, invoicing, AR/collections, and support AP and payments, building stronger controls as you go.
Added 8 days ago
NB
Senior Analyst Custody Invoicing
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Toronto, ON
- Full-time
A career as a Senior Analyst, Custody Invoicing within the Custody Operations team at National Bank Trust means acting as a subject matter expert in custody operations and supporting…
Added 8 days ago
Analyst, NGL Commercial Contracts
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Calgary, AB
The NGL Commercial Contracts Administrator / Coordinator supports the administration, governance and compliance of commercial agreements. This role coordinates contract execution, maintains…
Added 8 days ago
Financial Analyst
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Calgary, AB
…ensuring sound financial stewardship? Join our team as a Financial Analyst and play a key role in supporting programs and services that make a difference in communities across the Calgary…

Lockton

Senior Applied Epic Business Systems Analyst

Toronto, ON, Canada
Greater Toronto Area, Canada, Canada

$115,000 to $140,000 CAD / year · Full-time

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Job details

Pay: $115,000 to $140,000 CAD / year
Job type: Full-time
Apply by: Nov 22, 2026
Experience: 5+ years of Applied Epic experience in a commercial property and casualty brokerage, including administration, implementation, optimization or advanced support.
Posting language: English
Posted: Oct 23, 2026

Original job description

This role can be based in Montreal, Toronto, Calgary or Vancouver.

Job Summary:

The Senior Applied Epic Business Systems Analyst is the Canadian subject-matter expert of the Applied Epic platform, responsible for ensuring the system is optimized, well-governed, and aligned with Lockton Canada’s business objectives. The role partners closely with Operations, Finance, IT, Compliance, and brokerage teams to strengthen configuration, workflows, data quality, reporting, integrations and user adoption.

This position plays a key role in translating business requirements into scalable system solutions, establishing governance standards, managing platform enhancements and change initiatives, and providing advanced functional support. The incumbent is accountable for maximizing the value of Applied Epic by improving operational efficiency, enabling data-driven decision-making, and supporting consistent, high-quality client service as Lockton Canada continues to grow.

Responsibilities:

Own and administer Applied Epic

Serve as Lockton Canada’s primary Applied Epic subject-matter expert and functional platform owner.
Administer workflows, activities, templates, custom fields, forms, servicing roles, lookup values, security roles and user access.
Coordinate upgrades, defects and enhancements with Applied Systems, internal technology teams and service providers.

Design and improve brokerage workflows

Translate business requirements into practical Epic workflows across client setup, placement, policy servicing, renewals, endorsements, billing and commissions.
Define activities, ownership, required information, controls and completion standards.
Reduce manual workarounds, duplicate entry and inconsistent practices while supporting valid regulatory or business differences.

Protect data quality and system integrity

Establish standards for core client, policy, insurer, broker, vendor, producer and servicing data.
Monitor completeness, consistency and duplication through validation and exception reporting.
Support controlled data remediation, bulk changes, book transfers and account reassignments.

Build reporting and operational insight

Develop operational reports, dashboards and exception reporting using Applied Epic and approved reporting tools.
Partner with Finance and Operations on premium, billing, receivable, payable and commission reporting and controls.
Document report definitions, source fields and business rules so measures are reliable and consistently understood.

Support integrations and system change

Provide business expertise for Epic integrations with document management, e-signature, insurer connectivity, analytics, premium finance and other platforms.
Lead or support requirements, testing, defect management and implementation readiness.
Apply disciplined change control, including impact assessment, approval, testing, documentation and communication.

Train, support and build adoption

Provide advanced functional support and identify whether issues arise from configuration, data, process, integration, permissions or training.
Create role-based training, SOPs, quick-reference guides, release notes and a searchable knowledge base.
Coach colleagues and help build a capable Epic super-user network.

Establish governance and a roadmap

Coordinate cross-functional governance for Epic decisions involving Operations, Finance, IT, Compliance and business teams.
Maintain a prioritized roadmap of issues, risks and enhancements aligned with Canadian business objectives.
Report clearly on platform health, adoption, material risks and delivery progress.

Requirements:

Required

5+ years of Applied Epic experience in a commercial property and casualty brokerage, including administration, implementation, optimization or advanced support.
Deep hands-on knowledge of Epic account and policy structures, activities, workflows, servicing roles, security, templates, reporting, reference data and accounting dependencies.
Strong knowledge of the commercial brokerage lifecycle, from prospect and submission through placement, servicing, renewal, billing and commissions.
Experience translating business needs into controlled system configurations, reports and repeatable operating procedures.
Experience with data quality, troubleshooting, exception reporting, user acceptance testing and change management.
Strong analytical, documentation, facilitation and training skills, with the ability to explain system concepts in plain language.
A collaborative style and the judgment to establish standards while working effectively with brokerage, Finance, Operations, IT and Compliance colleagues.

Assets

Experience supporting a national, multi-office or multi-jurisdictional Canadian brokerage.
Applied Epic accounting experience, including agency bill, direct bill, producer commissions or financial reconciliation.
Experience with data conversion, book migration, acquisition integration or a major Epic implementation.
Experience with Epic integrations and reporting tools such as Power BI, SQL or advanced Excel.
A Canadian insurance designation such as CIP, CAIB or CRM, or relevant Applied Epic training.

Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel.

This job posting is an advertisement for an existing vacancy.

Lockton Companies is an equal opportunity employer.

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More about this job

Responsibilities

Own and optimize Applied Epic for Lockton Canada by administering configurations, improving brokerage workflows, protecting data quality, developing reports, and supporting integrations and system changes. Provide advanced functional support and training, coordinate cross-functional governance, and maintain a roadmap aligned with business objectives.

Requirements

Requires at least five years of Applied Epic experience in a commercial property and casualty brokerage, deep knowledge of Epic structures and administration, and strong understanding of the commercial brokerage lifecycle. Candidates should have experience with configuration, reporting, data quality, troubleshooting, testing, and change management, along with strong analytical, documentation, facilitation, and training skills.

Skills

Applied Epic Administration
Workflow Design
Commercial Brokerage Operations
Data Quality Management
Reporting and Dashboards
Applied Epic Accounting
System Integrations
Change Management
User Acceptance Testing
Troubleshooting
Training and User Adoption
Governance
Requirements Analysis
Documentation
Stakeholder Facilitation
Power BI

Visa sponsorship

Not detected in the job text

Keywords

Applied Epic
Commercial Property and Casualty Insurance
Brokerage Operations
Workflow Configuration
Account and Policy Structures
Activities
Servicing Roles
Security Roles
Templates
Reference Data
Data Quality
Exception Reporting
Operational Reporting
Dashboards
Agency Bill
Direct Bill
Producer Commissions
Financial Reconciliation
Power BI
SQL
Advanced Excel
System Integrations
Data Conversion
Book Migration
User Acceptance Testing
Change Management
Governance
CIP
CAIB
CRM

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