Remote Insurance Integration Specialist

Affordable American Insurance

United States

On-site

USD 100,000 - 150,000

Full time

13 days ago
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Benefits offered by this job

Health insurance
Vision and dental insurance
401(k) with company match
Short-term and long-term disability

Job summary

Affordable American Insurance, LLC (AAI) seeks an Integration Specialist to support growth through agency acquisitions and partnerships. The role coordinates post-acquisition integration of retail insurance agencies, aligning processes, systems, and carrier relationships to ensure a seamless transition into AAI's platform and broker network.

You will serve as a primary contact for agency leadership, develop and monitor integration plans, and collaborate with operations, finance, compliance, HR,

Qualifications

  • 3+ years of experience in insurance operations, agency management, project management, integration management, consulting, mergers & acquisitions, or related field.

Responsibilities

  • Coordinate and manage post-acquisition integration activities for newly acquired retail insurance agencies.
  • Serve as a primary point of contact for agency leadership and employees during the integration process.
  • Develop and maintain integration project plans, milestones, timelines, and reporting.
  • Evaluate agency operations and recommend improvements to align with AAI standards, workflows, and best practices.
  • Facilitate onboarding of acquired agencies into AAI's brokerage platform, carrier network, technology stack, and procedures.
  • Collaborate with leadership, operations, finance, compliance, HR, marketing, and technology teams to ensure successful integration.
  • Assist with transitioning carrier appointments, market access arrangements, and brokerage relationships as needed.
  • Identify integration risks and process gaps, and propose resolutions.
  • Support employee onboarding and change management initiatives to promote adoption of new systems.
  • Monitor integration metrics and provide progress updates to executive leadership.
  • Assist with documentation of integration procedures, playbooks, and standard operating processes.
  • Participate in agency visits and meetings to assess integration progress.

Skills

Project management
Communication
Analytical skills
Remote collaboration

Job description

Affordable American Insurance, LLC (AAI) seeks an Integration Specialist to support growth through agency acquisitions and partnerships. The role coordinates post-acquisition integration of retail insurance agencies, aligning processes, systems, and carrier relationships to ensure a seamless transition into AAI's platform and broker network.

You will serve as a primary contact for agency leadership, develop and monitor integration plans, and collaborate with operations, finance, compliance, HR,

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