Project Manager II - MGA Systems

Vertafore; Melville (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Flexible First work environment (US)

Medical, vision & dental plans

401(k) with employer match

Parental Leave

Education & Legal Assistance

Job summary

Vertafore is seeking a Project Manager II to oversee client-facing projects and align development, professional services, and support teams. You will manage intake, scope, timelines, budgets, and client communications to ensure successful delivery.

The role emphasizes collaboration across departments and prioritization of enhancements and fixes. The position requires a strong background in project management, business analysis or product management in IT across insurance-related domains, with

Qualifications

• Bachelor’s Degree or relevant business experience.
• At least five years of project management experience.
• At least five years of client facing business analysis or product management in IT, marketing, customer service, HR, and development.
• Proven experience managing maintenance requests and/or multiple projects concurrently.
• Excellent written and verbal communication skills.
• Excellent interpersonal and negotiating skills.
• Strong organizational skills.
• Attention to detail with strong follow-through.
• Nice to have knowledge of Kanban; insurance or financial services experience is a plus.

Responsibilities

• Work closely with Tech Support on intake of client requests.
• Coordinate with professional services on managing projects, resources, timelines, and budgets.
• Collaborate across internal teams and departments.
• Communicate feasibility, cost estimates and timelines to clients.
• Coordinate between clients and developers to clarify requests or issues.
• Prioritize and schedule enhancements/projects for developers.
• Coordinate cross-team efforts with internal staff and third parties.
• Manage issues and risks that arise.
• Own client relationships and serve as escalation point for clients.
• Maintain regular communication with clients to identify priorities and provide updates.
• Learn IMS system navigation and troubleshooting.

Skills

Project management

Client-facing

Business analysis

Product management

Communication

Organizational skills

Attention to detail

Negotiation

Education

Bachelor’s Degree or relevant business experience

Job description

$70,000 - $90,000 / year

The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations.

Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity - speed, performance, and trust - to drive growth at scale.

With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era.

Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India.

The Project Manager II role is responsible for the management of work both within the development team and also for the professional services implementation team. They are responsible for the intake and management of client enhancements, system bugs, and project requests. They are responsible for communicating feasibility, creation of scope of work documents, costs, scheduled timelines and potential delays to clients. They are responsible for resourcing the project team and ensuring work is being completed on time and within budget. They are responsible for owning and maintaining client relationships.

Primary Duties And Responsibilities

• Work closely with Tech Support on the intake of client requests
• Work closely with professional services implementation team on managing projects, resources, timelines, and budgets
• Strong ability to collaborate with internal teams and across departments
• Communicate feasibility, cost estimates and scheduled timelines to clients
• Coordinate between clients and developers to obtain clarity around request or issues, utilizing the most appropriate communication method
• Prioritize and schedule enhancements/projects for developers to work on
• Coordinate between internal staff, as well as third parties, to work together on items that require cross-team coordination
• Manage issues and risks that arise
• Own client relationships and act as a necessary point of contact and escalation for said clients
• Maintain strong relationships with clients through regular communication and scheduled calls to identify priorities, provide updates and discuss issues
• Learn basic navigation and troubleshooting skills, specific to the IMS system
• Process oriented and willing to
• Other duties as assigned by management

Skills And Qualifications

• Bachelor’s Degree or relevant business experience
• At least five years of project management experience
• At least five years of client facing business analysis experience or product management experience, involving IT, marketing, customer service, human resources, and development
• Proven experience successfully managing maintenance requests and/or multiple projects concurrently
• Excellent written and verbal communication skills
• Excellent interpersonal and negotiating skills
• Strong organizational skills
• Attention to detail required with excellent follow-through
• Nice to haves:
  • Knowledge of Kanban
  • At least two years of experience in the insurance or financial services industry

Additional Requirements And Details

• Travel required up to 10% of the time
• Occasional lifting and/or moving up to 10 pounds
• Frequent repetitive hand and arm movements required to operate a computer
• Specific vision abilities required by this job include close vision (working on a computer, etc.)
• Frequent sitting and/or standing

Vertafore is a drug free workplace and conducts preemployment drug and background screenings

The selected candidate must be legally authorized to work in the United States.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.

Why Vertafore is the place for you: *Canada Only

• The opportunity to work in a space where modern technology meets a stable and vital industry
• Medical, vision & dental plans
• Life, AD&D
• Short Term and Long Term Disability
• Pension Plan & Employer Match
• Maternity, Paternity and Parental Leave
• Employee and Family Assistance Program (EFAP)
• Education Assistance
• Additional programs - Employee Referral and Internal Recognition

Why Vertafore is the place for you: *US Only

• The opportunity to work in a space where modern technology meets a stable and vital industry
• We have a Flexible First work environment! Our North America team members use our offices for collaboration, community and team-building, with members asked to sometimes come into an office and/or travel depending on job responsibilities. Other times, our teams work from home or a similar environment.
• Medical, vision & dental plans
  • PPO & high-deductible options
• Health Savings Account & Flexible Spending Accounts Options:
  • Health Care FSA
  • Dental & Vision FSA
  • Dependent Care FSA
  • Commuter FSA
• Life, AD&D (Basic & Supplemental), and Disability
• 401(k) Retirement Savings Plain & Employer Match
• Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance
• Parental Leave & Adoption Assistance
• Employee Assistance Program (EAP)
• Education & Legal Assistance
• Additional programs - Tuition Reimbursement, Employee Referral, Internal Recognition, and Wellness
• Commuter Benefits (Denver)

The selected candidate must be legally authorized to work in the United States.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

The Professional Services (PS) and Customer Success (CX) bonus plans are a quarterly monetary bonus plan based upon individual and practice performance against specific business metrics. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.

The Vertafore Incentive Plan (VIP) is an annual monetary bonus for eligible employees based on both individual and company performance. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.

Commission plans are tailored to each sales role but common components include quota, MBO's and ABPMs. Salespeople receive their formal compensation plan within 30 days of hire.

Vertafore is a drug free workplace and conducts preemployment drug and background screenings.

We do not accept resumes from agencies, headhunters or other suppliers who have not signed a formal agreement with us.