Helix, a ReSource Pro company, is seeking a Project Manager - Insurance Agency Management Systems, responsible for developing and implementing comprehensive data conversion strategies aligned with business objectives and market trends. They lead the overall agency management system conversion initiatives, ensuring proper planning, resource allocation, and execution while monitoring progress and addressing any issues.
This is a remote position with minimal travel that can be based anywhere in the continental United States.
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.
- 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.
- 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.
- Collaborate closely with cross-functional teams, both internally (Marketing, Sales, Software Engineering) and externally (clients Business Applications Team, IT team, Business teams), to ensure alignment of data conversion efforts with overarching business strategies.
To be successful you need...
- 10+ years' experience in technology consulting with a focus on Insurance Agency Management Systems.
- Proven track record of successfully delivering complex projects.
- Proficiency in Insurance Agency Management systems such as AMS360, BenefitPoint, Sagitta, Applied Epic, HawkSoft, EzLynx, TAM
- Proficiency in SQL.
- Experience with data migration tools and platforms and ETL process.
- Strong analytical and problem-solving skills with the ability to critically evaluate information, identify trends and develop actionable insights and recommendations.
- Excellent communication and interpersonal skills with the ability to collaborate effectively with cross-functional teams and stakeholders.
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. The salary range for this role for most locations is $71,755- $121,464. The salary range could be lower or higher based on the specific geographic location in which the candidate resides.
Your Benefits & Perks
- Eligible for all medical, dental, and vision benefits on Day 1
- 401k with employer match, vested on Day 1
- Generous PTO plan with paid holidays + floating holidays
- Development and Growth opportunities
- Opportunity to contribute to the future of a growing, global organization
About Helix:
Helix Agency Services is a specialized provider of managed and professional services for independent insurance agencies and the broker marketplace. Helix improves Agency Experiences — AX — through enhanced business system strategy, execution, and support. We serve as a bridge between our customers and their vendor partners.
Our team has built careers working at all levels of insurance organizations. We see the big picture that eludes many consultants and systems integrators. And that’s why we’re better able to better help our customers improve processes, optimize technologies, while saving time and money.
Top Skills
What We Do
ReSource Pro brings to the insurance industry tools, technology and strategic services that enable profitable growth through operations excellence.
Headquartered in New York, ReSource Pro’s global service centers address client operational needs around the clock. Recognized as an industry thought leader and listed as one of Inc. 500/5000 Fastest Growing Private Companies annually since 2009, the company is renowned for its focus on innovation, service excellence and trusted partnerships, and its unique productivity platform for insurance operations.
Over 5,000 ReSource Pro employees provide dedicated support to nearly 300 insurance organizations, consistently achieving a +95% client retention rate for over a decade.
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