Project Manager II - Distribution Compliance Management

$70,000 - $95,000 / year

#LI-Remote

The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations.

Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity – speed, performance, and trust - to drive growth at scale.

With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era.

Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India.

Vertafore is seeking a Project Manager with expertise in managing strategic implementations and projects. If you thrive at leading successful project implementations and have a passion for building strong client relationships, we want you to join our team! The Project Manager will be responsible for the overall direction, planning, implementation, execution, monitoring and completion of multiple projects ensuring consistency with Vertafore’s mission, strategy, values, commitments and goals.

Core Responsibilities:

Essential job functions included but are not limited to the following:

• Manage multiple complex projects from beginning to end

• Act as the liaison between customer and internal teams

• Communicate project deliverables at all levels, and make sure items are executed on time, to budget, with high quality

• Manage resources assigned to your projects and the schedule of work for all phases

• Manage changes in project scope including documenting and explaining implications of changes so they are clearly understood and approved

• Manage expectations with customers and internal team to successfully deliver projects

• Compile and maintain professional executive status reports and required project documentation

• Communicate with the customer to ensure progress is being made and concerns are managed promptly

• Address difficult and/or escalated situations with minimal leadership involvement to an effective resolution

• Proactively learn and understand Vertafore software and the mechanics of their implementation and deployment

• Provide outstanding project team leadership to achieve, schedule, budget and scope performance

• Be part of project teams implementing Vertafore products and delivering Professional Services

• Manage multiple consulting engagements concurrently

• Analyze business operations and methodology to develop best practices

• Recommend solutions for customer pain points, gaps, needs, goals

• Works with team in India and the US

Knowledge, Skills and Abilities:

• Relevant PM certification preferred

• Proficient with MS Office Tools

• Highly organized and have proven ability to monitor project budget vs. actuals and can forecast project revenues and expenditures

• Proven track record of building, developing and growing business relationships vital to the success of the project in person and remotely

• Strong interpersonal skills with the proven ability to effectively engage and influence at all levels, and ability to effectively handle crucial conversations and manage conflict resolution

• Ability to effectively prioritize workload and tasks to meet deadlines

• Excellent presentation and communications skills, both written and verbal

• Ability to effectively solve problems, react to situations decisively and effectively

Core Requirement:

• Bachelor's degree preferred or commensurate experience

• 5+ years of customer facing project management experience (preferably within a software environment)

• Previous experience with technical support and troubleshooting preferred

• Prior insurance industry experience and knowledge preferred

Additional Requirements and Details:

• Travel required up to 25% of the time

• Occasional lifting and/or moving up to 10 pounds

• Frequent repetitive hand and arm movements required to operate a computer

• Specific vision abilities required by this job include close vision (working on a computer, etc.)

• Frequent sitting and/or standing

#LI-Hybrid

Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!

Vertafore is a drug free workplace and conducts preemployment drug and background screenings.

The selected candidate must be legally authorized to work in the United States.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.