Project Manager II - MGA Systems

$70,000 - $90,000 / year

About the role

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 for the professional services implementation team. They manage the intake and management of client enhancements, system bugs, and project requests, communicate feasibility, create scope of work documents, estimate costs, schedule timelines, and address potential delays. They resource the project team, ensure work is completed on time and within budget, and own and maintain client relationships.

Responsibilities

• Work closely with Tech Support on the intake of client requests
• Work closely with the professional services implementation team on managing projects, resources, timelines, and budgets
• 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 requests or issues, utilizing the most appropriate communication method
• Prioritize and schedule enhancements/projects for developers
• Coordinate between internal staff and third parties on items requiring cross-team collaboration
• Manage issues and risks that arise
• Own client relationships and act as a point of contact and escalation for clients
• Maintain strong client relationships 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
• Perform other duties as assigned by management

Requirements

• Bachelor’s Degree or relevant business experience
• At least five years of project management experience
• At least five years of client-facing business analysis, product management, or equivalent 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 with excellent follow-through
• 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
• Specific vision abilities required, including close vision (e.g., working on a computer)
• Frequent sitting and/or standing

Skills

• Process-oriented mindset
• Nice to have: Knowledge of Kanban
• Nice to have: At least two years of experience in the insurance or financial services industry

Benefits

Canada Only

• Medical, vision, and dental plans
• Life and AD&D insurance
• Short-term and long-term disability
• Pension plan with employer match
• Maternity, paternity, and parental leave
• Employee and Family Assistance Program (EFAP)
• Education assistance
• Employee referral and internal recognition programs

US Only

• Flexible First work environment (hybrid/remote options)
• Medical, vision, and dental plans (PPO and high-deductible options)
• Health Savings Account (HSA) and Flexible Spending Accounts (FSA) options:
  • Health Care FSA
  • Dental and Vision FSA
  • Dependent Care FSA
  • Commuter FSA
• Life, AD&D (Basic and Supplemental), and disability insurance
• 401(k) retirement savings plan with employer match
• Supplemental plans: Pet insurance, Hospital Indemnity, and Accident Insurance
• Parental leave and adoption assistance
• Employee Assistance Program (EAP)
• Education and legal assistance
• Tuition reimbursement
• Employee referral and internal recognition programs
• Wellness programs
• Commuter benefits (Denver)

Pay

$70,000 - $90,000 / year

The Professional Services (PS) and Customer Success (CX) bonus plans are a quarterly monetary bonus based on individual and practice performance against specific business metrics. Eligibility is determined by several factors, including start date, good standing in the company, and active status at the time of payout. The Vertafore Incentive Plan (VIP) is an annual monetary bonus for eligible employees based on both individual and company performance. Commission plans are tailored to each sales role but may include quota, MBOs, and ABPMs. Salespeople receive their formal compensation plan within 30 days of hire.