Professional Services Project Manager

Job Snapshot

Location: Remote
Employee Type: Full-Time Employee
Industry: SaaS, Insurance
Manages Others: No
Job Type: Professional Services/Implementation

Education: 4 Year Degree
Experience: 3+ Years
Travel: N/A
Relocation Covered: No

Why You’ll Love AgencyBloc

We solve problems for our customers. We give ourselves the autonomy to be awesome. We will be human. We are maniacal about success. This is the culture you’ll be a part of if you join the AgencyBloc Team. We are the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space. We help grow our clients’ business with a suite of solutions that can be strategically utilized to support the operational and growth needs of independent insurance agencies, GAs, IMO/FMOs, call centers, and carriers.

Job Description

We are seeking a dynamic Project Manager to join our Professional Services team. As a Project Manager, you will play a pivotal role in ensuring that our clients are able to adopt and benefit from the aspects of the AgencyBloc suite that require additional support. Working closely with Professional Services Specialists, you will create and manage project plans that enable clients to quickly see value in the products and services that they have purchased.

Responsibilities:

  • Lead projects for new clients, and existing clients who purchase additional features, including project planning, timeline management, and resource allocation.
  • Drive the successful adoption and utilization of applicable AgencyBloc features based on client needs.
  • Collaborate closely with internal functional experts to ensure timely execution of tasks.
  • Serve as the primary point of contact for clients throughout the engagement, addressing any questions or concerns and providing updates on project status.
  • Conduct regular meetings with internal teams and clients to track progress, address issues, and ensure alignment with project goals.
  • Proactively identify and mitigate risks to project success, escalating issues as needed.
  • Develop and maintain project documentation, including project plans, status reports, and communication materials as needed.
  • Other duties as assigned.

Skills/Education/Experience:

  • Bachelor’s degree in Business Administration, Information Systems, Insurance, or closely related field desired and three to five years relevant experience, or the equivalent combination of education and experience.
  • 3+ years of experience working directly with clients in a project management or client experience role.
  • Proven ability to manage a high volume of projects of varying complexity.
  • Excellent communication and interpersonal skills, with the ability to build rapport and credibility with clients.
  • Detail-oriented with exceptional organizational and time management abilities.
  • Ability to thrive in a fast-paced environment and adapt to changing priorities.
  • Comfortable working with technology and motivated by the opportunity to contribute to a fast-paced entrepreneurial team environment.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.


More on AgencyBloc:

AgencyBloc provides a suite of online software solutions that help insurance agencies increase efficiency, enhance customer satisfaction, control costs, and stay competitive. We currently have customers nationwide. Core values of our company include: 

  • Client-centric organization focused on delivering great customer service
  • Positive, collaborative team environment with coworkers who genuinely care about their work
  • High level of professionalism in everything we do
  • Continuous teaching, learning, and growth for all team members as they share in the journey that is the story of our company

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Member of The Bloc Perks & Benefits

At AgencyBloc, our culture depends on our people. Ensuring our employees feel supported in all aspects of their lives is important. One way we address this is through our competitive benefits and perks, which include:

  • Health insurance
  • Dental and vision benefits
  • Life insurance
  • Disability insurance
  • HSA with generous employer contributions
  • Flex spending accounts
  • 401k with company match
  • PTO & paid holidays
  • VTO (volunteer time off)
  • Family leave
  • Remote work
  • Flex time (flexible work schedules)
  • Half-day Fridays in the summer months

Our Mission

Our mission is to provide powerful solutions by making the convoluted, straightforward.  We want our technology to transform the organizations that use it.

The Culture We Live By