Project Manager II - MGA Systems

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.

The Project Manager II role is responsible for the management of work both within the development team and also for the professional services implementation team. They are responsible for the intake and management of client enhancements, system bugs, and project requests. They are responsible for communicating feasibility, creation of scope of work documents, costs, scheduled timelines and potential delays to clients. They are responsible for resourcing the project team and ensuring work is being completed on time and within budget. They are responsible for owning and maintaining client relationships.

Primary Duties and Responsibilities:

• Work closely with Tech Support on the intake of client requests

• Work closely with professional services implementation team on managing projects, resources, timelines, and budgets

• Strong ability to collaborate with internal teams and across departments

• Communicate feasibility, cost estimates and scheduled timelines to clients

• Coordinate between clients and developers to obtain clarity around request or issues, utilizing the most appropriate communication method

• Prioritize and schedule enhancements/projects for developers to work on

• Coordinate between internal staff, as well as third parties, to work together on items that require cross-team coordination

• Manage issues and risks that arise

• Own client relationships and act as a necessary point of contact and escalation for said clients

• Maintain strong relationships with clients through regular communication and scheduled calls to identify priorities, provide updates and discuss issues

• Learn basic navigation and troubleshooting skills, specific to the IMS system

• Process oriented and willing to

• Other duties as assigned by management

• Bachelor’s Degree or relevant business experience

• At least five years of project management experience

• At least five years of client facing business analysis experience or product management experience, involving IT, marketing, customer service, human resources, and development

• Proven experience successfully managing maintenance requests and/or multiple projects concurrently

• Excellent written and verbal communication skills

• Excellent interpersonal and negotiating skills

• Strong organizational skills

• Attention to detail required with excellent follow-through

• Nice to haves:

• Knowledge of Kanban

• At least two years of experience in the insurance or financial services industry

Additional Requirements and Details:

• Travel required up to 10% of the time

• Occasional lifting and/or moving up to 10 pounds

• Frequent repetitive hand and arm movements required to operate a computer, The selected candidate must be legally authorized to work in the United States.