Project Manager

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.

Job Description

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