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Manager, Carrier Download

patriotgrowthinsuranceservicesllc · Agency Growth Team
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<div style="font-family: 'Segoe UI'; font-size: 14px; font-style: normal; font-weight: 400; line-height: 20px;"> <h1>Manager, Carrier Download</h1> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><strong>Patriot Growth Insurance Services</strong> | <strong>Fully Remote</strong> | <strong>Full-Time</strong></div> <h2>Why This Role Matters</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">As Manager, Carrier Download, you'll lead the strategy and execution behind one of the most important operational efficiency initiatives across the enterprise: ensuring carrier policy, billing, and claims data flows accurately and consistently into our Agency Management System. Your work will directly support automation, data integrity, operational scalability, and informed business decisions across a growing organization.</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"> </div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">This role serves as the enterprise subject matter expert for carrier download capabilities and adoption. You'll partner closely with operations, finance, technology, carriers, vendors, and agency stakeholders to improve connectivity, streamline workflows, and create scalable processes that support growth initiatives, acquisitions, and system migrations.</div> <h2>Work Arrangement:</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">This is a full-time, fully remote position.</div> <h2>How You'll Make an Impact</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Develop and execute the enterprise carrier download strategy, driving adoption, optimization, and expansion across carriers, agencies, and business lines.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Create and manage a multi-year roadmap aligned with operational efficiency objectives, acquisition integrations, AMS migrations, and growth initiatives.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Improve data quality by overseeing validation, reconciliation, exception management, and quality assurance processes for downloaded policy, billing, and claims data.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Partner with Finance, Operations, Technology, carriers, and vendors to ensure download configurations and related business processes are accurate, effective, and scalable.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Build reporting, dashboards, and KPI frameworks that provide visibility into download performance, adoption, service delivery, and operational effectiveness.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Identify automation opportunities that reduce manual effort, improve consistency, and increase operational scalability across the organization.</li> </ul> <h2>Who You Are</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">A strategic thinker who can balance long-term vision with day-to-day operational execution.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Naturally collaborative and effective at building relationships across diverse stakeholder groups.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Analytical and data-driven, with a focus on process improvement and operational excellence.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Comfortable leading enterprise-wide initiatives and influencing outcomes across a decentralized organization.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Detail-oriented and committed to maintaining high standards of data accuracy and quality.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">A proactive problem solver who enjoys identifying root causes and implementing sustainable solutions.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Skilled at communicating complex technical and operational concepts to a variety of audiences.</li> </ul> <h2>What You Bring</h2> <h3>Day One:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">7+ years of progressive experience in insurance operations, preferably within a Property & Casualty agency, brokerage, or insurance services environment.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Deep understanding of Agency Management Systems, with Applied Epic experience strongly preferred.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Extensive knowledge of carrier download functionality, IVANS connectivity, direct carrier feeds, policy data structures, and insurance operational workflows.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Experience leading cross-functional initiatives involving operations, technology, finance, carriers, vendors, and agency stakeholders.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong analytical, project management, process improvement, and problem-solving capabilities.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Experience developing KPIs, operational reporting, dashboards, governance structures, and performance measurement frameworks.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Excellent communication, presentation, stakeholder management, and organizational skills.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Ability to influence and drive alignment across teams without

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