Inszone Insurance Services · 1 day ago
Integration Project Manager
Inszone Insurance Services is a customer-centric, full-service insurance agency established to deliver personalized and comprehensive insurance solutions. The Integrations Project Manager serves as the primary point of contact for newly acquired agencies, ensuring a seamless onboarding process and high satisfaction levels throughout the integration phase.
Responsibilities
Serve as the dedicated point person for incoming agencies throughout the integration process, providing consistent communication, direction, and support
Build strong relationships with branch leadership and staff, acting as their emotional support resource and advocate during the transition
Manage and coordinate all operational, administrative, and cultural integration items across multiple departments, including HR, Marketing, Vendors, Carriers, Accounting, Data, Training, etc
Work with the HR department to provide onboarding information for employees
Establish clear timelines, deliverables, and progress tracking to ensure all integration milestones are met
Facilitate regular check-ins and updates with internal stakeholders and branch leadership
Identify risks or barriers early and collaborate with team leaders to resolve issues quickly
Maintain detailed documentation of integration progress, decisions, and follow‑up items
Ensure the branch is fully prepared and operational in the company’s management system by the designated go‑live date
Qualification
Required
Proven experience managing cross‑functional projects
Exceptional communication, relationship‑building, and customer‑service skills
High emotional intelligence and the ability to support individuals through organizational change
Strong organizational skills with the ability to manage multiple concurrent integrations
Preferred
insurance or agency operations experience strongly preferred
Proficiency with project management tools and insurance management systems
Benefits
Group Health, Dental, Vision, and Life Insurance for employee and dependents, with company currently contributing 100% towards base HMO or PPO coverage, with additional options available for expanded coverage and dependent care.
Health Savings Account, Short-Term and Long-Term disability options
Paid time off, accrued paid sick days and time off to devote to your favourite charity
Paid Holidays, including the day after Thanksgiving
401K retirement program with company contribution matching
Access to our Employee Assistance Program
Company
Inszone Insurance Services
Inszone is a full-service insurance firm which provides a broad array of property & casualty as well as employee benefits solutions.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
BHMS Investments
2023-11-27Private Equity
2020-07-01Private Equity
Recent News
Life Insurance International
2026-01-03
2026-01-03
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