ReSource Pro
Project Manager - Insurance Agency Management Systems
ReSource Pro-SDU Operations-Helix - Remote - Full Time
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.
- 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
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.
About ReSource Pro:
Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance organizations seeking to increase their productivity and profitability. With a global team of more than 10,000 employees, ReSource Pro operates at the critical intersection of people, process, technology, and data to serve more than 1,800 clients across the carrier, broker, and MGA segments – consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, proven business process management optimization and transformative data and technology solutions. For the 15th time since 2009, it was recognized in 2024 by Inc. 5000 as one of the fastest growing companies in the US.
Equal Employment Opportunity Policy
ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
