Manager, Carrier Download

🔥 25 minutes ago

🇺🇸 United States – Remote

💵 $85k - $105k / year

⏰ Full Time

🟠 Senior

🔴 Lead

👔 Manager

👻 Ghost score 0%

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Patriot Growth Insurance Services, LLC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2019

🛡️ Insurance

🤝 B2B

💼 Consulting

💰 $500M Debt Financing on 2023-11

Insurance • B2B • Consulting

Patriot Growth Insurance Services, LLC is a national insurance brokerage and consultancy positioned as a top-25 U. S. insurance agency that combines boutique, high-touch local service with national scale and carrier access. The firm provides comprehensive, customized insurance solutions across Property & Casualty, Employee Benefits, Personal Insurance, Cyber Liability, and alternative risk programs (including captives and excess/umbrella liability). It serves multiple industries such as construction, aviation, marine, habitational/multi-family, non-profits, and affluent personal clients, and offers consulting services including cybersecurity program design, OSHA professional services, and claims support. Patriot emphasizes local teams, deep industry expertise, tailored risk strategies, and proactive client partnerships.

📋 Description

• Develop and execute the enterprise carrier download strategy, driving adoption, optimization, and expansion across carriers, agencies, and business lines • Create and manage a multi-year roadmap aligned with operational efficiency objectives, acquisition integrations, AMS migrations, and growth initiatives • Improve data quality by overseeing validation, reconciliation, exception management, and quality assurance processes for downloaded policy, billing, and claims data • Partner with Finance, Operations, Technology, carriers, and vendors to ensure download configurations and related business processes are accurate, effective, and scalable • Build reporting, dashboards, and KPI frameworks providing visibility into download performance, adoption, service delivery, and operational effectiveness • Identify automation opportunities that reduce manual effort, improve consistency, and increase operational scalability

🎯 Requirements

• 7+ years of progressive experience in insurance operations, preferably within a Property & Casualty agency, brokerage, or insurance services environment • Deep understanding of Agency Management Systems; Applied Epic experience strongly preferred • Extensive knowledge of carrier download functionality, IVANS connectivity, direct carrier feeds, policy data structures, and insurance operational workflows • Experience leading cross-functional initiatives involving operations, technology, finance, carriers, vendors, and agency stakeholders • Strong analytical, project management, process improvement, and problem-solving capabilities • Experience developing KPIs, operational reporting, dashboards, governance structures, and performance measurement frameworks • Excellent communication, presentation, stakeholder management, and organizational skills • Ability to influence and drive alignment across teams without direct authority • Strong attention to detail and commitment to operational consistency, data quality, and continuous improvement • Experience managing third-party vendors, outsourced operations, or business process outsourcing partnerships • Experience supporting acquisition integrations, AMS migrations, or enterprise-scale operational transformation initiatives • Knowledge of direct bill commission structures and related insurance accounting workflows • Experience implementing automation initiatives and operational efficiency programs • Demonstrated success establishing service level agreements, quality controls, and standardized operating procedures • Familiarity with carrier administration functions and enterprise data governance practices

🏖️ Benefits

• Multiple medical plan options, with preventive care covered at 100% • Free virtual medical and mental healthcare for employees and their families • Dedicated healthcare concierge • Employer-paid short-term and long-term disability coverage • Paid parental leave • Personalized PTO without traditional accruals • Separate sick leave • Competitive 401(k) company match • Comprehensive dental and vision coverage • Employee Assistance Program with confidential mental health, legal, financial, and work-life support • Company paid holidays • Comprehensive health and welfare program extending to family and domestic partners

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