Manager, Carrier Download

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

📋 Description

• Formulate and implement the enterprise carrier download strategy, promoting adoption, optimization, and growth among carriers, agencies, and business lines.

• Develop 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 precise, effective, and scalable.

• Create reporting frameworks, dashboards, and KPI structures that provide insight into download performance, adoption, service delivery, and operational efficiency.

• Identify opportunities for automation that minimize manual tasks, 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 service environment.

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

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

• Proven experience leading cross-functional projects that involve operations, technology, finance, carriers, vendors, and agency stakeholders.

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

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

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

• Capability to influence and align teams without having 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 partnerships.

• Familiarity with supporting acquisition integrations, AMS migrations, or enterprise-scale operational transformation projects.

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

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

• Proven success in establishing service level agreements, quality controls, and standardized operational procedures.

• Understanding of carrier administration functions and enterprise data governance practices.

🏝️ Benefits

• Multiple medical plan choices, with preventive care fully covered.

• Complimentary virtual medical and mental health services for employees and their families.

• Dedicated healthcare concierge available.

• Employer-covered short-term and long-term disability insurance.

• Paid parental leave for new parents.

• Customized PTO without traditional accrual systems.

• Separate sick leave provided.

• Competitive company match for 401(k) plans.

• Extensive dental and vision insurance options.

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

• Paid holidays throughout the year.

• Comprehensive health and welfare programs available for family and domestic partners.