Manager, Carrier Download

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

📋 Description

• Develop and implement the enterprise carrier download strategy to enhance adoption, optimization, and expansion across carriers, agencies, and various business lines.

• Create and oversee a multi-year roadmap that aligns with objectives for operational efficiency, acquisition integrations, AMS migrations, and growth initiatives.

• Enhance data quality by managing validation, reconciliation, exception management, and quality assurance processes for downloaded policy, billing, and claims data.

• Collaborate with Finance, Operations, Technology, carriers, and vendors to ensure that download configurations and associated business processes are accurate, effective, and scalable.

• Construct reporting, dashboards, and KPI frameworks to provide insights into download performance, adoption rates, service delivery, and operational efficiency.

• Identify opportunities for automation that minimize manual efforts, enhance consistency, and boost operational scalability.

⛳️ Requirements

• Over 7 years of progressive experience in insurance operations, ideally within a Property & Casualty agency, brokerage, or insurance services setting.

• Profound knowledge of Agency Management Systems; experience with Applied Epic is highly preferred.

• In-depth understanding of carrier download functionality, IVANS connectivity, direct carrier feeds, policy data structures, and insurance operational workflows.

• Proven experience in leading cross-functional initiatives involving operations, technology, finance, carriers, vendors, and agency stakeholders.

• Strong analytical abilities, project management skills, process improvement expertise, and problem-solving capabilities.

• Experience in developing KPIs, operational reporting, dashboards, governance frameworks, and performance measurement systems.

• Exceptional communication, presentation, stakeholder management, and organizational skills.

• Ability to influence and foster alignment across teams without direct authority.

• Keen attention to detail and a commitment to operational consistency, data quality, and continuous improvement.

• Experience managing third-party vendors, outsourced operations, or business process outsourcing collaborations.

• Background in supporting acquisition integrations, AMS migrations, or large-scale operational transformation initiatives.

• Knowledge of direct bill commission structures and associated insurance accounting workflows.

• Experience in implementing automation initiatives and programs aimed at operational efficiency.

• Demonstrated success in establishing service level agreements, quality controls, and standardized operating procedures.

• Familiarity with carrier administration functions and enterprise data governance practices.

🏝️ Benefits

• Multiple medical plan options, with preventive care fully covered at 100%.

• Free virtual medical and mental healthcare services for employees and their families.

• Access to a dedicated healthcare concierge.

• Employer-funded short-term and long-term disability coverage.

• Paid parental leave.

• Personalized PTO without traditional accrual systems.

• Separate sick leave.

• Competitive 401(k) company matching program.

• Comprehensive dental and vision insurance coverage.

• Employee Assistance Program offering confidential mental health, legal, financial, and work-life support.

• Company-paid holidays.

• A comprehensive health and welfare program that extends to family members and domestic partners.