Manager, Carrier Download

Responsibilities

• Develop and execute the enterprise carrier download strategy across carriers, agencies and business lines
• Create and manage a multi-year roadmap aligned with efficiency, acquisitions and AMS migrations
• Oversee validation, reconciliation and quality assurance for downloaded policy, billing and claims data
• Partner with Finance, Operations, Technology, carriers and vendors on download configurations
• Build reporting, dashboards and KPI frameworks for download performance and adoption
• Identify automation opportunities that reduce manual effort and increase scalability

Requirements

• 7+ years progressive insurance operations experience, preferably P&C agency or brokerage
• Deep understanding of Agency Management Systems
• Knowledge of carrier download functionality, IVANS and direct carrier feeds
• Experience leading cross-functional initiatives without direct authority
• Strong analytical, project management and process improvement skills
• Excellent communication, presentation and stakeholder management

Preferred Qualifications

• Applied Epic experience
• Experience managing third-party vendors or BPO partnerships
• Experience with acquisition integrations or AMS migrations
• Knowledge of direct bill commission structures

Benefits

• Multiple medical plan options with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and families
• Employer-paid short-term and long-term disability
• Paid parental leave and personalized PTO
• Competitive 401(k) company match
• Dental, vision and Employee Assistance Program

About the Company

Founded in 2019, Patriot is a growth-focused national insurance services firm partnering with benefits and P&C agencies across the United States.