ReSource Pro ยท 1 week ago
Senior Project Manager - Agency Management Systems
United States
Full-time
Remote
Senior Level, Lead/Staff
$93K/yr - $158K/yr
15+ years expReSource Pro is a company that specializes in providing solutions for the insurance industry, and they are seeking a Senior Project Manager for Helix. This role involves developing and implementing data conversion strategies, overseeing project management, and collaborating with cross-functional teams to ensure successful execution of conversion initiatives.
ConsultingInsuranceOutsourcingProfessional ServicesStaffing Agency
Responsibilities
Develop comprehensive data conversion strategies aligned with business objectives and market trends; Collaborate with stakeholders to define data and document conversion goals, KPIs, and success metrics
Contribute to the development of strategic initiatives to drive business growth, expand service offerings, and increase profitability
Lead overall management of conversion initiatives including planning, resource allocation, timeline management, and execution
Monitor and track progress of conversion initiatives, identifying and addressing any potential roadblocks or issues
Oversee the execution of conversion projects, ensuring adherence to quality standards and best practices
Provide regular updates and reports to senior management on the status and progress of conversion initiatives
Conduct post-conversion reviews and analysis to identify areas for improvement and implement corrective actions as needed
Lead the product development process including defining product requirements, creating wireframes and prototypes, and collaborating with engineering teams to deliver high quality products on time and within budget; Act as the primary point of contact for all product-related inquiries and decisions
Collaborate with cross-functional teams, both internally (Marketing, Sales, Software Engineering) and externally (clients, Business Applications Team, IT team) to ensure alignment of data conversion efforts with overarching business strategies
Provide mentorship and guidance to team members on best practices in AMS conversion and administration; Provide training to new team members
Stay up-to-date on trends and best practices in AMS administration and data conversion
Champion a culture of continuous improvement and innovation; Proactively seek new opportunities and methodologies to enhance conversion strategies and drive business growth
Qualification
Required
Bachelor's Degree in a Technology-related field
15+ years' of experience in technology consulting with a focus on Insurance Agency Management Systems
Master of Insurance Agency Management Systems such as AMS360, BenefitPoint, Sagitta, Applied Epic, HawkSoft, ExLynx, TAM, etc
Strong technical skills in software development and system integration
Excellent organizational and time management skills with the ability to prioritize tasks and meet deadlines in a fast-paced environment
Strong analytical and problem-solving skills with the ability to critically evaluate information, identify trends, and develop actionable insights and recommendations
Understanding of document management principles, file formats, and data integrity standards
Proficient in SQL and collaboration platforms such as Microsoft Teams
Experience with data migration tools, platforms, and ETL process
Preferred
Project Management Professional (PMP) or Certified Business Analyst Professional (CBAP) certifications are a plus
Benefits
Generous PTO plan with paid holidays + floating holidays
100% paid Employee Healthcare on Day 1
Eligible for all medical, dental, and vision benefits on Day 1
401k with employer match, vested on Day 1
Company
ReSource Pro
ReSource Pro is a strategic operations partner to insurance organizations seeking growth and optimization.
10001+ employees
H1B Sponsorship
ReSource Pro has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2021 (3)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
DFW Capital
2021-12-13Acquired
2021-12-01Private Equity
2018-04-17Private Equity
Leadership Team
Dan Epstein
Chief Executive Officer
Beth Taylor
Senior Vice President Marketing Communications
Recent News
2025-11-18
2025-11-05
Company data provided by crunchbase