Systems Project Manager

Overview

Project Manager is responsible for the overall project and ensures all deliverables are met on time and within budget. Leads and coordinates all agency management system conversions from their original source system to the Applied Epic/AMS 360 platform, where applicable.  Will work with both Applied/Vertafore, 3rd party vendors, AssuredPartners Systems Data Analyst’s and Trainers, and the agency Project Manager to ensure a successful conversion process.

What You'll Do

• Coordinate with Applied/Vertafore, Accounting, IT Departments, and any 3rd party systems as applicable to successfully and efficiently convert AssuredPartners Agency Management System data into Epic/AMS360.  Work with the agencies employees before, during, and after conversion to maximize data integration and integrity.
• Develop and maintain project plans and/or conversion templates and instructions for each type of agency management system conversion (AMS360, Sagitta, etc.) as well as 3rd party systems (ET File, Benefit Point, etc.) to promote efficiencies in future conversions.
• Analyze each upcoming conversion alongside the Regional Operations Lead and Agency Project Manager to determine if a full conversion or a manual conversion is more appropriate; each office could have different nuances to address that need to be understood.
• Develop and maintain fully executable plans for both “full conversions”, meaning having the source systems as well as Applied Epic/Vertafore involved who will do the data merge, as well as “manual conversions”, meaning the AssuredPartners team with the Regional and Local office will be responsible for getting all the available information into Applied Epic/Vertafore completely.
• Coordinate any data extractions to a 3rd party, in the event of a book sale, for example.
• Demonstrates proficient knowledge (or willingness to learn) in Epic/Vertafore Reports and Microsoft Excel.  Acts as a resource to management, production and service staff when report needs arise.
• Develop project budgets to be presented to the agency and AP leadership.
• Provide weekly status updates to the Director of Operating System of each project.
• Coordinate scheduling with the training team a 90-120 day post conversion optimization meeting with the agency to discover any issues or concerns, if applicable
• Ensure all deadlines of the conversion team are met and satisfied that are set by Applied/Vertafore and/or Management.
• Develop deliverables to the agency for conversion projects.
• Some travel may be required, approximately 20%. During the course of the project it may be beneficial to have the Project Manager on site which can be determined by each project nuances.

What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary   
• Generous 30 Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists   
• Pet benefits & discounts    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners  

What You'll Need

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.                                             
• Bachelor's degree (B. A.) from four-year college or university and/or Minimum of 3-5 years insurance experience; Insurance Industry Project Management experience.
• Valid Property and Casualty Insurance License.                            

Grow, with us

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.   

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!