Source Job

$120,000–$150,000/yr
Florida

  • Own Applied Epic configuration, deployment, and user training across agency teams.
  • Drive operational excellence by standardizing workflows and fixing process gaps.
  • Lead post-acquisition integration and strategic projects to support scaling.

Insurance Operations Process Improvement Systems Administration Coaching

20 jobs similar to Insurance Agency Operations & Systems Manager

Jobs ranked by similarity.

US

  • Provide operational insight through dashboards and diagnostic analysis to drive decisions.
  • Own system configurations and partner with engineering to scale operations.
  • Drive process improvement and AI automation from problem definition to rollout.

Bestow is a leading vertical technology platform modernizing life insurance distribution for carriers. The team of 160 operates with high trust and real ownership, backed by investors like Goldman Sachs.

US Unlimited PTO

  • Guide agencies through post-conversion adoption of Patriot's direct bill processes, resolving gaps and errors in partnership with leadership.
  • Monitor and reconcile direct bill transactions to ensure accurate commission posting to client accounts and the general ledger.
  • Deliver training on commission processing software and agency management systems while supporting continuous improvement of conversion playbooks.

Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. With over 2,100 employees and 150+ locations, we foster a collaborative model where each agency retains its own identity and culture while benefiting from shared resources and support.

US

  • Provide expert-level support across multiple Epic modules, supporting complex development and cross-functional projects.
  • Assist with project management tasks, including planning, scheduling, and resource allocation for Epic implementations.
  • Mentor team members, ensure quality standards, and help shape the long-term vision for Epic system enhancements.

Interwell Health is a kidney care management company that partners with physicians to reimagine healthcare. The company is mission-driven and committed to diversity, equity, and inclusion.

UK

  • Perform implementation, optimization, and strategic consulting engagements with insurance brokers.
  • Engage with new clients to gather software configuration and business process requirements.
  • Configure core applications and deliver education on Broker Management Systems.

Applied Systems reinvents insurance technology with cloud software and AI-powered solutions. With over 40 years of experience, the company serves thousands of agencies and brokers worldwide, fostering a people-first culture built on trust, inclusion, and growth.

US

  • Drive operational excellence and consistency across the Employee Benefits segment nationwide by optimizing workflows, ensuring compliance, and implementing best practices.
  • Partner with regional leaders, technology teams, and senior management to influence enterprise-level operational strategies and lead process improvement initiatives.
  • Develop KPIs and reporting dashboards to measure operational effectiveness and drive continuous improvement across regions.

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, the company has evolved from a local business into a national firm serving two million clients across the country.

$106,000–$162,000/yr
US

  • Lead and mentor a high-performing team of Systems Architecture leads and individual contributors.
  • Own complex cross-system integrations and multi-tool data pipelines across Workday, Salesforce, and downstream platforms.
  • Translate Clinical and Operations strategy into actionable technical roadmaps and resolve cross-departmental bottlenecks.

Lyra Health is a leading provider of evidence-based mental health care, serving over 20 million people globally. The company has delivered over 15 million sessions of care and published over 35 studies, with a culture focused on transforming access to mental health care.

US Unlimited PTO

  • Lead, mentor, and develop a team of Direct Bill Accountants, providing coaching and training to ensure high performance and professional growth.
  • Serve as the primary escalation point for complex reconciliation issues and carrier challenges, reviewing and approving monthly reconciliations.
  • Monitor team productivity and quality, identify process improvements, and collaborate with senior management to manage workloads and direct bill policies.

Patriot Growth Insurance Services is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. With over 2,100 employees in more than 150 locations across 45+ states, the company is ranked the 25th-largest broker in the U.S. and emphasizes a collaborative culture where people are supported as whole people.

US

  • Lead and support the Epic Beaker CP implementation, managing IT staff by recruiting, training, assigning projects, and monitoring performance.
  • Ensure staff alignment with mission, compliance with budgets, and regular communication of project status to leadership and stakeholders.
  • Drive process improvements by reviewing technology advances and industry best practices, and assist with operating and capital budgets.

Vanderbilt Health is a large academic health system with eight hospitals and over 180 clinics, providing world-class care and advancing medicine through patient care, education, and research. They employ more than 43,000 people and foster a collaborative, supportive culture that values expertise, diversity, and compassion.

US

  • Build the systems that take a new location from signed to live with minimal manual coordination, so activation throughput scales with the pipeline.
  • Build the pipelines that produce and deliver client reporting and billing preparation, so a person reviews and approves rather than assembles.
  • Stand up the reporting that gives leadership and clients a current view of performance against plan, and own the data that spans departments including integrations.

Ocra is an AI-powered Revenue Management System and Global Distribution System for hotel parking assets. Operating at 600+ locations across North America and having raised $8M, the company's team of parking revenue management experts helps hotels increase net operating income without disrupting operations.

$96,600–$135,000/yr
US

  • Serve as backup systems administrator for WHL applications, ensuring stability, availability, and performance.
  • Analyze application performance and workflows to identify improvements and manage technical projects.
  • Coordinate with vendors, stakeholders, and teams to deliver technology initiatives.

Tivity Health, Inc. is a leading provider of healthy life-changing solutions, including SilverSneakers, ForeverFit, and WholeHealth Living. We help adults improve their health and support them on life's journey by providing access to in-person and virtual physical activity, social and mental enrichment programs, as well as a full suite of physical medicine and integrative health services.

US

  • Manage permitting workflows and track project schedules to ensure compliance with Florida regulations.
  • Provide administrative support to leadership and coordinate with trade partners and team members.
  • Utilize JobTread, Microsoft Excel/Word, and other tools to manage project data and operational tasks.

A lean, fast-paced construction firm based in Florida specializing in permit-heavy, code-compliant projects. They emphasize accuracy, attention to detail, and navigating Florida's complex regulatory landscape.

$130,000–$150,000/yr
US

  • Own daily operations across HR, finance, and administrative functions as the right hand to the VP of Operations.
  • Drive priority projects end to end, from scope definition to execution and reporting, with minimal oversight.
  • Automate repetitive work using AI tools, scripts, or no-code platforms to change how the team works.

OuterSignal builds the customer intelligence layer for commerce, showing brands the other 95% of who their customers are. It is a small, high-performing team defining a new category, backed by world-class investors.

US

  • Own the integration layer, administer Claude Enterprise, and drive AI platform adoption across teams.
  • Partner with stakeholders to automate workflows, configure systems, and measure impact through data.
  • Bring an AI-first lens to work, build institutional knowledge, and grow with the team as HealthEdge scales.

HealthEdge is a healthcare technology company that provides software solutions for health insurers and payers. The company is growing rapidly and consolidating after recent mergers, fostering a collaborative and innovative culture.

$49,700–$55,500/yr
US

  • Provide operational and administrative support for security projects, including planning, execution, and follow-up.
  • Manage Secure Journey Management tasks, including car and driver, close protection, and meet-and-greet services.
  • Assist with operational security requests and maintain accurate records across systems.

Everbridge provides critical event management technology to help organizations anticipate, mitigate, respond to, and recover from disruptions. They are a global company with a culture focused on resilience, safety, and operational continuity.

$114,200–$199,900/yr
Americas Unlimited PTO

  • You will own data integrity and quality, ensuring CRM data accuracy and reconciling discrepancies.
  • You will administer systems configuration, field layouts, user access, and integrations.
  • You will support planning tools like Anaplan and provide operational triage for cross-functional teams.

ServiceNow is an AI platform company that automates business workflows, helping 85% of the Fortune 500 work smarter. It fosters an AI-native culture where technology and talent collaborate seamlessly.

$180,000–$220,000/yr
North America

  • Lead and modernize Sectigo's global infrastructure organization with a focus on reliability and operational maturity.
  • Develop a measurable operating model using SLAs, SLOs, and key metrics to drive improvement.
  • Drive automation, AI-enabled operations, and closer collaboration with engineering teams.

Sectigo is an innovative provider of certificate lifecycle management (CLM) solutions, helping large brands simplify digital trust. With over 700,000 customers including 65% of the Fortune 500, they emphasize a culture of support, excellence, and teamwork.

$229,724–$351,343/yr
United States Unlimited PTO

  • Own the insurance vertical and build repeatable sales motion.
  • Leverage deep insurance relationships to close complex, multi-stakeholder deals.
  • Educate the market on Checkr Trust's value in underwriting and risk management.

Checkr builds a data platform to power safe and fair decisions. They serve over 140,000 companies and are recognized on the Forbes Cloud 100 list, with a culture that thrives on solving complex problems.

  • Partner with clinical leaders to map workflows, identify AI opportunities, and design integration architectures with EHR systems like Epic and Cerner.
  • Architect, customize, and deploy modular AI agents for real patient workflows, managing the full deployment lifecycle from design to production.
  • Build repeatable tooling and playbooks to standardize deployments, reducing time-to-launch and scaling implementation across health systems.

Hippocratic AI builds safety-focused, healthcare-only large language models to transform patient outcomes. Backed by top investors, they are a rapidly scaling startup focused on category creation in healthcare AI.

$101,167–$204,439/yr
US

  • Lead Voice of Agent data analysis to identify trends, root causes of friction, and opportunities for improvement across the independent agent lifecycle.
  • Manage cross-functional initiatives with Sales, Product, Technology, and Underwriting to design and test solutions that drive measurable business outcomes.
  • Collaborate with Sales leadership and analytics teams to align agent experience priorities with business growth goals.

Mercury Insurance is a property and casualty insurance provider focused on helping people reduce risk and overcome unexpected events. They have a collaborative culture with a focus on inclusion and offer competitive benefits, professional development, and advancement opportunities.

$157,667–$283,801/yr
US

  • Lead security operating reviews, scorecards, dashboards, and executive reporting for the FSD business unit.
  • Coordinate security risks, issues, and metrics with the Global Security Office and business leaders.
  • Track AWS security posture and vendor PoV, turning security data into clear priorities.

Experian is a global data and technology company operating across financial services, healthcare, automotive, and more. We have an amazing team of 25,200 people in 32 countries with an inclusive, purpose-driven culture.