Insurance Business Applications – Ams – Integration & Conversions Manager
Company | EPIC Insurance Brokers & Consultants |
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Location | San Ramon, CA, USA |
Salary | $115000 – $140000 |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Mid 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