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Insurance Business Applications – Ams – Integration & Conversions Manager

Insurance Business Applications – Ams – Integration & Conversions Manager

CompanyEPIC Insurance Brokers & Consultants
LocationSan Ramon, CA, USA
Salary$115000 – $140000
TypeFull-Time
DegreesBachelor’s
Experience LevelMid Level, Senior

Requirements

  • At least 4+ years of insurance agency management systems experience is REQUIRED
  • Deep knowledge and experience within the business applications integration space
  • Current or recent experience working for an insurance agency/brokerage
  • Leading the integration and conversion process for the business from one agency management system to the next
  • Fully understanding how the data mapping process works
  • Exceptional communication, customer service, and problem-solving skills
  • Strong team player – willing to help wherever is needed, while maintaining a positive attitude and professionalism

Responsibilities

  • Understand EPIC’s Merger & Acquisition strategy and how it relates to our enterprise agency management systems including integrated applications
  • Manage the relationships with the business units before, during and after the integration and communicate progress to sponsors succinctly and regularly
  • Oversee the team assigned to support various integration projects
  • Work collaboratively with teams to be sure that projects are fully supported during planning, initiation, execution, and closing phases
  • Work collaboratively with other teams to innovate and find solutions to complex issues
  • Understand and seek to improve the standards related to integration practices of the enterprise with each project
  • Understand that each integration requires high attention to detail to ensure a high-quality project
  • Document processes to ensure repeatable, quality, and consistent workflows and improvement of processes
  • Handle a fluctuating workload and prioritize during times of peak demand and conflicting priorities
  • Engage team members to ensure deadlines are met and quality is delivered
  • Evaluate, prioritize, and manage concurrent project tasks and resource availability to ensure the timing and outcome aligns with the project objectives and business priorities
  • Lead team efforts including evaluation of project data in source and target systems, data mapping, user acceptance testing, issue resolution, technology requirements, and communications
  • Work closely with the Project Manager on assignment and oversight of integration tasks
  • Learn the intricacies of our core products and the integration process
  • Engage with the contacts at source system business unit to understand requirements and deliver solutions
  • Proactively identify risks and provide guidance to ensure successful project completion
  • Using strong analysis skills and technical knowledge to fully understand and manage the business unit’s expectations related to the project
  • Understand ancillary applications and resources related to agency management systems and integration points
  • Report and assist in resolving issues or problems

Preferred Qualifications

  • Bachelor’s degree strongly preferred
  • Knowledge of Vertafore AMS, i.e. Sagitta and/or BenefitPoint strongly preferred
  • Knowledge of document management systems, i.e. ImageRight