Manager, Carrier Download

Patriot Growth Insurance Services, LLC; United States; Remoto; USD 85.000 - 105.000; Tempo pieno

Vantaggi offerti da questo lavoro

Multiple medical plan options

Virtual medical and mental healthcare

Disability coverage

Parental leave

Personalized PTO

401(k) company match

Dental and vision coverage

Employee Assistance Program

Descrizione del lavoro

Patriot Growth Insurance Services is seeking a Manager, Carrier Download to lead the enterprise strategy for carrier data flows into the AMS. The role partners with operations, finance, technology, carriers, and vendors to ensure accurate, scalable data processes and to support growth through AMS migrations and acquisitions.

The role emphasizes data quality, governance, and enterprise-wide initiatives, with a strong emphasis on reporting and KPI development across a fully remote, full-time

Competenze

• 7+ years of progressive experience in insurance operations.
• Deep understanding of Agency Management Systems, with Applied Epic experience preferred.
• Extensive knowledge of carrier download functionality and related workflows.
• Experience leading cross-functional initiatives across operations, technology, finance, carriers and vendors.
• Strong analytical, project management, and process improvement capabilities.
• Experience developing KPIs, dashboards, and governance structures.
• Excellent communication and stakeholder management skills.

Mansioni

• Develop and execute the enterprise carrier download strategy across carriers, agencies, and business lines.
• Create and manage a multi-year roadmap aligned with acquisitions, AMS migrations, and growth.
• Improve data quality through validation, reconciliation, exception management, and QA.
• Partner with Finance, Operations, Technology, carriers, and vendors on configurations and processes.
• Build reporting, dashboards, and KPI frameworks to monitor performance and service delivery.
• Identify automation opportunities to increase scalability and reduce manual effort.

Conoscenze

Carrier download strategy

Data quality

Cross-functional leadership

KPIs & dashboards

Project management

Communication

Strumenti

Applied Epic experience

IVANS connectivity

Descrizione del lavoro

Manager, Carrier Download

Patriot Growth Insurance Services | Fully Remote | Full-Time

Why This Role Matters

As Manager, Carrier Download, you’ll lead the strategy and execution behind one of the most important operational efficiency initiatives across the enterprise: ensuring carrier policy, billing, and claims data flows accurately and consistently into our Agency Management System. Your work will directly support automation, data integrity, operational scalability, and informed business decisions across a growing organization.

This role serves as the enterprise subject matter expert for carrier download capabilities and adoption. You’ll partner closely with operations, finance, technology, carriers, vendors, and agency stakeholders to improve connectivity, streamline workflows, and create scalable processes that support growth initiatives, acquisitions, and system migrations.

Work Arrangement:

This is a full-time, fully remote position.

How You’ll Make an Impact

• Develop and execute the enterprise carrier download strategy, driving adoption, optimization, and expansion across carriers, agencies, and business lines.
• Create and manage a multi-year roadmap aligned with operational efficiency objectives, acquisition integrations, AMS migrations, and growth initiatives.
• Improve data quality by overseeing validation, reconciliation, exception management, and quality assurance processes for downloaded policy, billing, and claims data.
• Partner with Finance, Operations, Technology, carriers, and vendors to ensure download configurations and related business processes are accurate, effective, and scalable.
• Build reporting, dashboards, and KPI frameworks that provide visibility into download performance, adoption, service delivery, and operational effectiveness.
• Identify automation opportunities that reduce manual effort, improve consistency, and increase operational scalability across the organization.

Who You Are

• A strategic thinker who can balance long-term vision with day-to-day operational execution.
• Naturally collaborative and effective at building relationships across diverse stakeholder groups.
• Analytical and data-driven, with a focus on process improvement and operational excellence.
• Comfortable leading enterprise-wide initiatives and influencing outcomes across a decentralized organization.
• Detail-oriented and committed to maintaining high standards of data accuracy and quality.
• A proactive problem solver who enjoys identifying root causes and implementing sustainable solutions.
• Skilled at communicating complex technical and operational concepts to a variety of audiences.

What You Bring

Day One:

• 7+ years of progressive experience in insurance operations, preferably within a Property & Casualty agency, brokerage, or insurance services environment.
• Deep understanding of Agency Management Systems, with Applied Epic experience strongly preferred.
• Extensive knowledge of carrier download functionality, IVANS connectivity, direct carrier feeds, policy data structures, and insurance operational workflows.
• Experience leading cross-functional initiatives involving operations, technology, finance, carriers, vendors, and agency stakeholders.
• Strong analytical, project management, process improvement, and problem-solving capabilities.
• Experience developing KPIs, operational reporting, dashboards, governance structures, and performance measurement frameworks.
• Excellent communication, presentation, stakeholder management, and organizational skills.
• Ability to influence and drive alignment across teams without direct authority.
• Strong attention to detail and commitment to operational consistency, data quality, and continuous improvement.

Valuable Additions:

• Experience managing third-party vendors, outsourced operations, or business process outsourcing partnerships.
• Experience supporting acquisition integrations, AMS migrations, or enterprise-scale operational transformation initiatives.
• Knowledge of direct bill commission structures and related insurance accounting workflows.
• Experience implementing automation initiatives and operational efficiency programs.
• Demonstrated success establishing service level agreements, quality controls, and standardized operating procedures.
• Familiarity with carrier administration functions and enterprise data governance practices.

Real Benefits for Real Life

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you’re working or not, life doesn’t stop. Neither should your benefits.

Highlights Include:

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer‑paid short‑term and long‑term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Comprehensive dental and vision coverage
• Employee Assistance Program with confidential mental health, legal, financial, and work‑life support

About Patriot Growth Insurance Services

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We’re invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you’re building a life with matters to us as much as the work you do.

Founded in 2019, Patriot is a growth‑focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We’re currently ranked the 25th‑largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest‑growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it’s about the people behind them.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.

Pay Range: Posted below*

*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance‑based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.

Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.

Pay Range

$85,000—$105,000 USD