Integration Wave Manager

🕒 6 days ago

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Keystone Agency Partners

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2020

🛡️ Insurance

💸 Finance

🤝 B2B

💰 Private Equity Round on 2023-01

Insurance • Finance • B2B

Keystone Agency Partners is a rapidly growing insurance brokerage platform that acquires and partners with independent insurance agencies throughout the United States. The company provides best-in-class services and capital investment to unlock potential and drive profitable growth for its partner agencies. Keystone Agency Partners supports independent insurance agencies by allowing them to maintain their brand identity while benefiting from enhanced resources and strategic support, thereby enabling them to achieve their financial goals and envisioned future.

📋 Description

• Serve as the Wave Leader accountable for planning, execution, and successful delivery of multiple agency integrations within an assigned implementation wave for Property & Casualty and Employee Benefits implementations. • Develop and manage wave project schedules, critical paths, milestones, dependencies, and implementation timelines. • Drive execution discipline across workstreams by clarifying priorities, tracking commitments, managing handoffs, and holding owners accountable for delivery. • Monitor risks, issues, resource capacity, and project performance, driving timely resolution and escalation when needed. • Partner with agency leadership, business stakeholders, and vendors to ensure alignment, readiness, and successful outcomes. • Ensure alignment between business objectives, project scope, and stage-gate compliance across the wave. • Foster strong partnerships with internal stakeholders to ensure successful and consistent integration delivery. • Identify opportunities to improve implementation processes, delivery efficiency, and client experience.

🎯 Requirements

• Bachelor's degree in Business Administration, Project Management, Organizational Leadership, or a related field preferred. • Minimum of 8 years of experience leading complex implementation, integration, or transformation programs involving Property & Casualty and/or Employee Benefits operations. • Strong understanding of insurance agency operations, acquisition integration, operational workflows, and change management. • Proven ability to develop and execute large-scale, enterprise implementation plans while managing multiple priorities, timelines, risks, and stakeholders across geographically dispersed teams. • Demonstrated success leading cross-functional teams in a fast-paced, deadline-driven enterprise environment. • Experience partnering with agency leadership, business stakeholders, vendors, and operational teams to drive successful implementation outcomes and organizational adoption. • Exceptional project/program management, organizational, communication, facilitation, and relationship-building skills, with the ability to influence stakeholders at all levels of the organization. • Strong presentation and facilitation skills with experience delivering executive-level presentations and implementation updates to large audiences. • Expertise in project management and collaboration tools, i.e., Smartsheet, Microsoft 365, or similar platforms. • Hands-on experience with Applied Epic, including enterprise software implementations, integrations, data conversions, or optimization initiatives. • Willingness and ability to travel approximately 25-50%. • Ability to pass a criminal background check, as permitted by law.

🏖️ Benefits

• Competitive Salary • Health Insurance Plans (PPO, HSA, Copay Options) • Dental Insurance • Vision Insurance • Company Paid Disability Insurance • Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance • 401(k) with Safe Harbor Match • Paid Time Off • Paid Holidays