Senior Project Manager - Agency Management Systems

ReSource Pro; Dallas (TX); On-site; USD 93,117 - 157,684; Full time

Benefits offered by this job

Generous PTO plan

100% paid Employee Healthcare on Day 1

401k with employer match

Job summary

A leading project management firm is looking for a Senior Project Manager, Helix to develop and implement data conversion strategies. The role involves overseeing product development, managing conversion initiatives, and mentoring team members. Candidates should have 15+ years of technology consulting experience, expertise in Insurance Agency Management Systems, and a Bachelor's degree in a Technology-related field. This remote position offers a competitive salary and attractive benefits.

Qualifications

• 15+ years of experience in technology consulting with a focus on Insurance Agency Management Systems.
• Project Management Professional (PMP) or Certified Business Analyst Professional (CBAP) certifications are a plus.
• Strong analytical and problem-solving skills.

Responsibilities

• Develop and implement data conversion strategies aligned with business goals.
• Lead management of conversion initiatives including planning and execution.
• Oversee product development process, defining product requirements.

Skills

Project Management

Data analysis

Software development

System integration

SQL

Collaboration platforms

Education

Bachelor's Degree in a Technology-related field

Tools

AMS systems (e.g., AMS360, BenefitPoint)

Data migration tools

Job description

Join to apply for the Senior Project Manager, Helix role at ReSource Pro.

Do you thrive on turning complex data conversions into clear, executable strategies? Are you experienced in leading end-to-end data conversion programs?

Come Join ReSource Pro!

Your Role

As a Senior Project Manager for Helix, a ReSource Pro company, you will be responsible for developing and implementing comprehensive data conversion strategies aligned with business objectives and market trends. You will lead the overall management of conversion initiatives, ensuring proper planning, resource allocation, and execution while monitoring progress and addressing any issues. The Senior Project Manager, Helix will oversee product development, collaborate with cross‑functional teams, and provide mentorship and guidance to other team members.

All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.

In This Role, You Will

• Develop comprehensive data conversion strategies aligned with business objectives and market trends; collaborate with stakeholders to define data and document conversion goals, KPIs, and success metrics
• Contribute to the development of strategic initiatives to drive business growth, expand service offerings, and increase profitability
• Lead overall management of conversion initiatives including planning, resource allocation, timeline management, and execution
• Monitor and track progress of conversion initiatives, identifying and addressing any potential roadblocks or issues
• Oversee the execution of conversion projects, ensuring adherence to quality standards and best practices
• Provide regular updates and reports to senior management on the status and progress of conversion initiatives
• Conduct post‑conversion reviews and analysis to identify areas for improvement and implement corrective actions as needed
• Lead the product development process including defining product requirements, creating wireframes and prototypes, and collaborating with engineering teams to deliver high quality products on time and within budget; act as the primary point of contact for all product‑related inquiries and decisions
• Collaborate with cross‑functional teams, both internally (Marketing, Sales, Software Engineering) and externally (clients, Business Applications Team, IT team) to ensure alignment of data conversion efforts with overarching business strategies
• Provide mentorship and guidance to team members on best practices in AMS conversion and administration; provide training to new team members
• Stay up‑to‑date on trends and best practices in AMS administration and data conversion
• Champion a culture of continuous improvement and innovation; proactively seek new opportunities and methodologies to enhance conversion strategies and drive business growth

What You Need to be Successful

• Bachelor's Degree in a Technology‑related field
• 15+ years' of experience in technology consulting with a focus on Insurance Agency Management Systems
• Master of Insurance Agency Management Systems such as AMS360, BenefitPoint, Sagitta, Applied Epic, HawkSoft, ExLynx, TAM, etc.
• Project Management Professional (PMP) or Certified Business Analyst Professional (CBAP) certifications are a plus
• Strong technical skills in software development and system integration
• Excellent organizational and time management skills with the ability to prioritize tasks and meet deadlines in a fast‑paced environment
• Strong analytical and problem‑solving skills with the ability to critically evaluate information, identify trends, and develop actionable insights and recommendations
• Understanding of document management principles, file formats, and data integrity standards
• Proficient in SQL and collaboration platforms such as Microsoft Teams
• Experience with data migration tools, platforms, and ETL process

Your Benefits & Perks

• Generous PTO plan with paid holidays + floating holidays
• 100% paid Employee Healthcare on Day 1
• Eligible for all medical, dental, and vision benefits on Day 1
• 401k with employer match, vested on Day 1
• Opportunity to work for a growing, global organization
• Ability to engage with clients and internal partners to make an impact
• Organization‑wide focus on growth and development

Your Compensation

Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position, and the salary range for most locations for this role is $93,117 - $157,684 annually. The salary range may vary based on experience and on the specific geographic location in which the candidate resides.

Your Interview Process

To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via Zoom.

The Standard Interview Process Includes

• Behavioral interview with Talent Acquisition
• Online talent assessment
• Hiring Manager interview
• Stakeholder Interview
• Additional interview steps may be added depending on the position or if further evaluation is needed

Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.