Enterprise Insurance Systems Manager

This is a fully remote position, open to applicants in Utah.

📋 Description

• Establish and champion the vision for the portfolio of insurance systems.

• Create and uphold a 6–12 month roadmap aligned with company priorities.

• Conduct structured feedback loops involving leaders from sales, service, operations, and marketing.

• Oversee daily administration, configuration, and decision-making related to changes within the portfolio.

• Provide recommendations on lifecycle management, vendor selection, and spending decisions with transparent options, costs, and implications.

• Lead, mentor, and develop the team of administrators.

• Set objectives, conduct one-on-one meetings, and facilitate cross-training.

• Manage the systems register and drive recommendations for adoption, expansion, replacement, and retirement.

• Implement a unified intake process for system requests across three companies.

• Oversee uptime, access controls, configuration standards, change calendars, and audit preparedness.

• Manage renewals, optimize licenses, oversee SLAs, and conduct vendor performance evaluations.

• Collaborate with InfoSec/GRC and the Risk Manager on least-privilege access, data management, regulatory compliance, and SOC 2 documentation.

• Work with Delivery & Automation teams on integrations and automation initiatives.

• Ensure data quality and maintain documentation for configurations and runbooks.

• Perform additional duties as assigned or directed.

⛳️ Requirements

• 5+ years of experience managing or administering enterprise SaaS platforms—such as CRM, agency/policy management, or ERP—with a proven record of accountability for business results beyond mere administration.

• 2+ years of direct experience in managing personnel: hiring, coaching, and developing platform administrators or analysts.

• Proven ability to translate competing stakeholder demands into a prioritized roadmap and deliver measurable improvements.

• Experience in managing vendors, licenses, and budgets.

• Technical proficiency—comfortable with integrations, APIs, reporting and data tools, and automation concepts.

• Strong written communication skills and documentation practices.

• Knowledge of the complete insurance policy lifecycle: quoting, binding, endorsing, renewing, canceling, and claims processing.

• Familiarity with agency operations across MGA, wholesale brokerage, retail agency, and InsurTech distribution models.

• Preference for candidates with prior experience in the insurance industry.

• Hands-on experience with AMS360 or a similar agency management system is preferred.

• Preference for certification in HubSpot or Salesforce-class CRM.

• Exposure to formal change management practices such as ITIL or equivalent is preferred.

• Experience across various distribution models is preferred.

• Familiarity with surplus lines filing or insurance licensing workflows, or a willingness to collaborate closely with Compliance and Licensing functions.

🏝️ Benefits

• Health, dental, and vision insurance options.

• 4 weeks of Paid Time Off.

• 10 Paid Company Holidays plus 2 floating holidays.

• 401K programs with employer matching contributions.

• Personal assistance programs to support a balanced personal and work life.

• Opportunities to engage in innovative projects that are transforming the insurance industry.

• Collaborate with a team of dedicated, like-minded professionals.

• A culture that emphasizes growth and development.