Integration Project Manager

Trucordia; Lindon (UT); On-site; USD 100,000 - 115,000; Full time

Job summary

An established industry player is seeking a skilled Project Manager of Integrations to facilitate the seamless integration of acquired insurance brokerages. This role requires a collaborative leader who excels in project management and communication, ensuring effective relationships between agency principals and the central team. You will be responsible for driving integration processes, preparing high-level summaries, and continuously improving documentation for timely results. Join a forward-thinking company where your leadership will have a significant impact on the integration journey and overall success of the organization.

Qualifications

• 5+ years of experience in project management, preferably in the insurance industry.
• Strong skills in Microsoft Office and project management software.

Responsibilities

• Lead integration of acquired insurance brokerages into the central team functions.
• Manage relationships with field agencies and prepare executive summaries.

Skills

Project Management

Communication Skills

Relationship Management

Problem Solving

Education

Bachelor's Degree

Tools

Microsoft Office

Monday.com

Smartsheet

Trello

Jira

Job description

As a Project Manager of Integrations at Trucordia, you will spearhead the seamless assimilation of acquired insurance brokerages into our central framework. Your role involves cultivating and nurturing relationships with newly acquired and legacy agencies, acting as a vital bridge between agency principals and central team executives during the integration journey. We seek a collaborative leader with exceptional project management skills, strong communication abilities, and the capacity to establish innovative practices.

Duties and Responsibilities:

• Manage and drive the integration of acquired insurance brokerages into Trucordia’s central team functions including people, process and IT & system platforms.
• Manage and develop relationships with field agencies and platform leaders. Interface with agency principals and central officers throughout the integration process.
• Prepare high-level executive summaries on progress and status of agency integrations.
• Continual improvement in our integration processes and documentation resulting in more timely and accurate integration results.

Qualifications:

• Minimum Bachelor's degree required or equivalent experience
• 5+ years of relevant experience
• Insurance industry experience (carrier, agency or brokerage) preferred
• Experience in business integrations following the sale or purchase of a business/brokerage
• Could consider someone who has done significant integrations in other industries
• Strong Microsoft Office and other typical corporate workplace skills.
• Familiar with project management software (Monday.com/Smartsheet/Trello/Jira)

Location: On-site, Lindon, Utah

Compensation: Range $100K-$115K

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Project Management and Information Technology

Industries

• Insurance