Sonoma Consulting provides the highest quality service and support to our clients and consultants. Our clients range from start-ups to Fortune 500 companies.
RESPONSIBILITIES
- Has responsibility for planning and coordinating activities pertaining to the implementation of BenefitPoint and BenefitPoint integrations for newly acquired insurance agencies
- Lead effort to analyze acquired agency data and determine most efficient and comprehensive way to convert data into BenefitPoint
- Organize and execute change management activities for business leads and end users
- Identify scope, create project plan, manage, monitor and control multiple internal BenefitPoint and BenefitPoint integration implementations.
- Manage the project budget, team resources, communications, and project plans
- Coordinate with key vendors to schedule conversion, testing, and other key vendor dependent dates.
- Conduct weekly status calls, prepare agendas, and with stakeholders to inform them of project status and current issues and risks
- Responsible for managing remote project team members
- Build rapport and trust with clients
- Ensure standardized PMO methodology is utilized and enforced for all projects
LEVEL DIFFERENTIATORS
- Ability to simultaneously manage multiple complex projects that will vary in scope
- Experience leading and managing software implementation projects
- Knowledge of system integrations and architecture
- Knowledge of employee benefits domain
- Experience at identifying opportunities to standardize and streamline processes
- Experience implementing or operating BenefitPoint or other brokerage management systems (eg Zywave, Sagitta)
- Minimum 5 years of experience planning, managing and scheduling project activities
- Bachelor's degree in technical or business discipline or equivalent experience is required
- Insurance background a plus
Title : Project Manager / Program Manager
Job description provided by Sonoma Consulting Inc..
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