Integration Project Manager

Inszone Insurance Services

United States

Hybrid

USD 55,000 - 70,000

Full time

14 days+

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Benefits offered by this job

Health, Dental, Vision, and Life Insurance

Health Savings Account

Paid time off

Paid Holidays

401K with company matching

Employee Assistance Program

Job summary

A full-service insurance agency is seeking an Integrations Project Manager to oversee the onboarding process for newly acquired branches. This role focuses on ensuring smooth transitions and building strong relationships with branch leaders. The ideal candidate will have a background in project management, excellent communication skills, and experience in insurance or agency operations. Remote or hybrid work options are available, and the compensation range is $55,000 to $70,000 annually.

Qualifications

Proven experience managing cross-functional projects, especially in insurance or agency operations.
Exceptional communication, relationship-building, and customer-service skills.
Strong organizational skills with the ability to manage multiple concurrent integrations.

Responsibilities

Serve as the dedicated point person for incoming agencies throughout the integration process.
Build strong relationships with branch leadership and staff during the transition.
Manage and coordinate operational, administrative, and cultural integration items.

Skills

Project management

Communication

Relationship-building

Customer service

Organizational skills

Tools

Project management tools

Job description

Base pay range

$55,000.00/yr - $70,000.00/yr

Direct message the job poster from Inszone Insurance Services

Benefits

Group Health, Dental, Vision, and Life Insurance for employee and dependents, with company currently contributing 100% towards base HMO or PPO coverage, with additional options available for expanded coverage and dependent care.
Health Savings Account, Short-Term and Long-Term disability options
Paid time off, accrued paid sick days and time off to devote to your favourite charity
Paid Holidays, including the day after Thanksgiving
401K retirement program with company contribution matching
Access to our Employee Assistance Program

Workplace: Remote or Hybrid remote or fully onsite

Compensation: 55,000 – 70,000 per year

Integrations Project Manager serves as the primary point of contact for newly acquired agencies (“branches”) as they transition into the organization. Acting as both a logistical lead and a supportive partner, this role ensures that each branch experiences a seamless, positive, and well-coordinated onboarding process from acquisition through their Epic go‑live date in the management system.

Success Metrics

Timely and smooth integration of each branch into the company.
High satisfaction and confidence levels from branch team members throughout onboarding.
Strong collaboration and communication across internal departments.
Accuracy and completeness of all required integration deliverables before go‑live.

Responsibilities

Serve as the dedicated point person for incoming agencies throughout the integration process, providing consistent communication, direction, and support.
Build strong relationships with branch leadership and staff, acting as their emotional support resource and advocate during the transition.
Manage and coordinate all operational, administrative, and cultural integration items across multiple departments, including HR, Marketing, Vendors, Carriers, Accounting, Data, Training, etc.
Work with the HR department to provide onboarding information for employees.
Establish clear timelines, deliverables, and progress tracking to ensure all integration milestones are met.
Facilitate regular check‑ins and updates with internal stakeholders and branch leadership.
Identify risks or barriers early and collaborate with team leaders to resolve issues quickly.
Maintain detailed documentation of integration progress, decisions, and follow‑up items.
Ensure the branch is fully prepared and operational in the company’s management system by the designated go‑live date.

Qualifications

Proven experience managing cross‑functional projects; insurance or agency operations experience strongly preferred.
Exceptional communication, relationship‑building, and customer‑service skills.
High emotional intelligence and the ability to support individuals through organizational change.
Strong organizational skills with the ability to manage multiple concurrent integrations.
Proficiency with project management tools and insurance management systems (preferred).

Physical Requirements

Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.

Who We Are

Founded in 2002 in Rancho Cordova, CA, Inszone Insurance Services is a customer‑centric, full‑service insurance agency established to deliver personalized and comprehensive insurance solutions. Under its current ownership, in 2013 the company embarked on a rigorous expansion strategy. Inszone entered the Nevada market in 2018 and Arizona in 2019. A 2020 partnership with BHMS Investments and a 2023 partnership with Lightyear Capital enabled expansions into additional states, covering nearly half the country by the fall of 2025. Concurrently, Inszone experienced significant internal growth, starting with a team of just 25 employees and now proudly features more than 1,000 team members at over 100 locations nationwide. This expansion was coupled with the company’s recognition in Insurance Journal’s Top 100 Property/Casualty Agencies list at #29.

Why work for Inszone Insurance?

At Inszone, we’re passionate about the insurance industry and strive to create a unique company that we’re proud to be a part of. With over 20 years of experience in the business, we focus on growing organically and through strategic mergers and acquisitions. Every decision we make is guided by our unwavering commitment to our team members, customers, and our carriers—each an integral part of the Inszone process. Our mission is to deliver comprehensive and personalized insurance solutions, and our guiding values emphasize strong relationships with our customers, ensuring their satisfaction above all. Looking ahead, we aim to further solidify our footprint by establishing locations in all 50 states of the USA. Our journey thus far has been one of resilience, differentiation, and innovation. Guided by our values, goals, and our excellent service to our customers, we will continue our growth trajectory and consistently improve our standing in the industry.

Profitable. Professional. Honest. Positive. Collaborative. Supportive. Committed. Accountable. These values and more are the hallmarks of Inszone. Apply today and see for yourself!

Seniority level