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Sonoma Consulting Inc. logo

Posted 1 month ago

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Project Manager

ChicagoOn-siteContract

AI Summary

Project Manager at Sonoma Consulting plans and coordinates BenefitPoint implementation projects for acquired insurance agencies, leading data conversion, change management, budgeting, and vendor coordination.

About this role

Project Manager

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



Qualifications

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

Additional Information

Title : Project Manager / Program Manager

Skills

BenefitPointBrokerage Management SystemsChange ManagementData ConversionProject PlanningSagittaSystem IntegrationsZywave

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