Operations & Integration Project Manager

Balance Partners, LLC is a dynamic and growing privately held Managing General Underwriter (MGU).  We are seeking a highly skilled and detail-oriented Operations & Integration Project Manager to join our team. 

This role is designed for a versatile insurance operations professional with strong project management abilities, deep understanding of policy administration systems, workflow optimization, and cross-functional collaboration.  You will oversee integration projects for new acquisitions and programs, lead operational enhancements, manage system implementations and partner with internal teams and external vendors to support Balance Partners’ long-term growth.

Duties & Responsibilities:

• Lead end-to-end operational integration of newly acquired MGAs/MGUs, programs and teams into Balance Partners’ systems, processes, and workflows.

• Conduct discovery sessions to understand existing processes, identify gaps, and build integration plans outlining scope, timelines, resource needs and milestones.

• Oversee system onboarding, workflow alignment, data migration, compliance functions, carrier requirements and staff training

• Ensure seamless onboarding of underwriting, operations, accounting, and compliance tasks for new programs.

• Maintain consistency in operational standards across multiple lines of business, while supporting program-specific needs.

• Serve as project lead and collaborate closely with IT for system implementation or enhancement projects; including API integrations, automation initiative and workflow tools.

• Coordinate vendor projects, establish requirements, monitor timelines and ensure quality deliverables.

• Develop comprehensive project plans for all initiative, including acquisition integrations, system development, operational enhancements, and program launches.

• Lead cross-functional meetings with underwriting, operations, compliance, finance, IT and executive leadership.

• Maintain details project documentation, status reports, meeting notes and risk/issue logs.

• Communicate clearly and consistently with stakeholders at all organizational levers.

• Effectively delegate tasks and manage resources.

Desired Qualifications:

• Extensive experience in insurance operations, compliance, underwriting support, or insurance program administration.

• Proficiency in workflow mapping, business process redesign, and operational system implementation.

• Demonstrated success managing multiple projects simultaneously across operations, IT, and program teams.

• Experience partnering with IT or vendors in evaluating and implementing AI or automation initiatives that improve processes, reduce manual work, and support business scalability.

• Ability to manage timelines and lead delivery of technical and operational deliverables.

• Excellent communication skills, with experience presenting to leadership, program managers, carrier partners and technical teams.

• Strong ability to solve problems and recommend practical solutions.

• Collaborative approach with strong interpersonal skills.

• Prior MGA/MGU experience preferred.

This is a full time, Monday-Friday remote opportunity with comprehensive benefit eligibility.