Manager, Carrier Download

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🔔 Pennsylvania, Washington – Remote

🔔 Pennsylvania – Remote ☕ Washington – Remote

💵 $85k - $105k / year

⏰ Full Time

🟠 Senior

🔴 Lead

👔 Manager

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Patriot Growth Insurance Services, LLC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2019

🛡️ Insurance

💸 Finance

🤝 B2B

💰 Debt Financing on 2022-08

Insurance • Finance • B2B

Patriot Growth Insurance Services, LLC is a leading provider of risk management and insurance solutions that focuses on promoting business growth and safeguarding personal goals. With a commitment to delivering unparalleled service, they empower local brokers to offer comprehensive insurance options tailored to meet the diverse needs of businesses and individuals. By leveraging an expansive network of national carrier partners, they specialize in property & casualty and employee benefits, ensuring their clients receive the protection and support necessary to confidently pursue their goals.

📋 Description

• Develop and execute the enterprise carrier download strategy across eligible carriers, agencies, and lines of business • Create and maintain a multi-year roadmap aligned with growth, acquisition integration, AMS migration, and operational efficiency goals • Increase carrier download adoption and utilization where functionality is available but not enabled • Establish standardized processes and best practices for acquisitions, AMS migrations, and strategic integrations • Serve as subject matter expert for carrier download functionality, IVANS connectivity, direct carrier feeds, and AMS integrations • Ensure policy, billing, and claims data is complete, accurate, structured, and aligned with data quality standards • Design and oversee validation, reconciliation, and quality assurance processes • Develop and monitor KPIs for activation, success rates, exception management, data quality, timeliness, and operational effectiveness • Partner with Finance on direct bill commission structures and related download processes • Liaise between carrier download teams, AMS providers, technology teams, integration resources, vendors, and business stakeholders • Troubleshoot carrier configuration issues, system mapping errors, connectivity failures, and download exceptions • Oversee outsourced and third-party operational partners to ensure service delivery, quality, productivity, and contractual expectations • Establish SOPs, quality controls, SLAs, and performance metrics for download workflows • Identify automation and process improvement opportunities • Collaborate with agency and regional operations leadership to implement capabilities and drive adoption • Develop training materials, operational documentation, and change management strategies • Serve as escalation point for agencies with download-related issues • Build reporting and dashboards for download penetration, activation, data quality, operational performance, and exceptions • Lead governance routines and stakeholder reviews across Carrier Administration, Operations, Finance, IT, and agency leadership • Monitor industry trends, carrier capabilities, AMS enhancements, and emerging technologies

🎯 Requirements

• 7-9+ years of progressive experience in insurance operations, preferably within a Property & Casualty agency, brokerage, or insurance services environment • Deep understanding of Agency Management Systems required; Applied Epic experience strongly preferred • Extensive knowledge of carrier download processes, IVANS connectivity, direct carrier feeds, policy data structures, and insurance operational workflows • Experience managing external vendors, outsourced operations, and business process outsourcing relationships • Demonstrated success leading cross-functional initiatives involving operations, technology, finance, carriers, vendors, and agency partners • Strong analytical, process improvement, project management, and problem-solving skills • Experience developing KPIs, operational reporting, dashboards, governance routines, and performance management frameworks • Excellent communication, presentation, stakeholder management, and organizational skills • Ability to influence without direct authority and lead initiatives across a decentralized operating model • Strong attention to detail and commitment to data accuracy, operational consistency, and continuous improvement • Collaborative leadership style with ability to build alignment across agencies, carriers, vendors, and internal teams

🏖️ Benefits

• Comprehensive health and welfare program for employees, family members and domestic partners • Medical, Dental, and Vision Benefits • Flexible Spending Account (FSA) • Health Savings Account (HSA) • Commuter Transit Programs • Company paid Short-Term Disability • Company paid Long-Term Disability • Company paid Group Term Life • Company paid Employee Assistance Program • Paid Parental Leave • Paid holidays • Personalized PTO • 401(k) with employer match