Senior Project Manager

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and unrivaled opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

1. We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
4. We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
5. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

As a Senior Project Manager of Integrations at PCF, you will spearhead the seamless assimilation of acquired insurance brokerages into our corporate framework. Your role involves cultivating and nurturing relationships with newly acquired agencies, acting as a vital bridge between agency principals and corporate executives during the integration journey. We seek a collaborative leader with exceptional project management skills, strong communication abilities, and the capacity to establish innovative practices. 

Duties and Responsibilities: 

• Drive the software systems integration process for acquired insurance brokerages into PCF's corporate platforms.
• Help to enhance/streamline our end-2-end process identifying and timelining necessary milestones to complete integration of all PCF software offerings. 
• Software systems include Salesforce, Vertafore, Office 365, Agent Sync
• Effectively communicate with Agency Principles and PCF internal engineering teams to drive the end-2-end software integration lifecycle tp completion.
• Handle software integration escalations and work collaboratively for fast and efficient resolutions, while maintaining accurate up to date software integrations tracking tools.
• Present status, delays, and escalations in reoccurring progress meetings to Agency Principles and internal integration teams.
• Prepare high level executive summaries on progress and status of agency integrations.
• Continual improvement in our integration processes and documentation resulting in more timely and accurate integration results.

Qualifications:

• Minimum Bachelor's degree required or equivalent experience
• 8 + years of relevant experience
• 5+ in insurance industry experience (carrier, agency or brokerage)
• Experience in business integrations following the sale or purchase of a business/brokerage
• Could consider someone who has done significant integrations in other industries
• Ability to travel (10%-20% If necessary)
• Strong Microsoft Office and other typical corporate workplace skills. 

Please see our company Benefits:

• Medical, Dental, Vision 
• Life and AD&D insurance
• FSA / HSA
• Commuter & Child Care FSA
• Cancer Support Benefits
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K

Additional Information:

• This is a Hybrid position for those located within commutable distance of Lindon, UT. WFH days will depend on current business and project needs.

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.  Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.