Manager, Carrier Download (Remote) in Fort Washington, Pennsylvania at Patriot Growth Insurance Services

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Position Overview: We are seeking an experienced and strategic Manager, Carrier Download to lead enterprise carrier download strategy and improve the flow of policy, billing, and claims data into the Agency Management System. This role is responsible for driving carrier download adoption, improving data quality, managing vendor and carrier relationships, and establishing scalable processes that support operational efficiency across the organization. The ideal candidate has deep insurance operations experience, strong knowledge of carrier download functionality, and the ability to lead cross-functional initiatives across agencies, carriers, finance, operations, and technology teams. This position plays a key role in advancing automation, improving reporting accuracy, and supporting enterprise growth.

Work Arrangement: This is a full-time, fully remote position.

Professional Responsibilities:

• Develop and execute the enterprise carrier download strategy, including activation, optimization, and expansion of download capabilities across eligible carriers, agencies, and lines of business.
• Create and maintain a multi-year roadmap for download adoption aligned with growth, acquisition integration, AMS migration, and operational efficiency goals.
• Identify opportunities where download functionality is available but not enabled, partnering with carriers and agencies to increase adoption and utilization.
• Establish standardized processes and best practices for download implementation during acquisitions, AMS migrations, and other strategic integration initiatives.
• Serve as the subject matter expert for carrier download functionality, including IVANS connectivity, direct carrier feeds, and AMS integration capabilities.
• Ensure downloaded policy, billing, and claims data is complete, accurate, structured, and aligned with enterprise data quality standards.
• Design and oversee validation, reconciliation, and quality assurance processes to resolve missing data, download failures, mapping discrepancies, and connectivity issues.
• Develop and monitor KPIs related to download activation, success rates, exception management, data quality, timeliness, and operational effectiveness.
• Partner with Finance to ensure direct bill commission structures and related download processes are configured accurately and consistently within applicable systems.
• Act as the primary liaison between carrier download teams, AMS providers, internal technology teams, integration resources, vendors, and business stakeholders.
• Troubleshoot and resolve carrier configuration issues, system mapping errors, connectivity failures, and download processing exceptions.
• Oversee outsourced and third-party operational partners, including business process outsourcing providers, to ensure service delivery, quality standards, productivity targets, and contractual expectations are met.
• Establish and maintain standard operating procedures, quality assurance controls, service level agreements, and performance metrics for download-related workflows.
• Evaluate current-state processes and identify opportunities to automate manual work, reduce rework, improve accuracy, and increase operational scalability.
• Collaborate with agency leadership, regional operations leaders, and support teams to implement download capabilities and promote enterprise-wide adoption.
• Develop training materials, operational documentation, and change management strategies that support user adoption and consistent execution.
• Serve as the escalation point for agencies experiencing download-related issues, ensuring timely resolution and clear stakeholder communication.
• Build and maintain reporting and dashboards that provide visibility into carrier download penetration, activation status, data quality trends, operational performance, and exception management.
• Lead governance routines and stakeholder reviews with Carrier Administration, Operations, Finance, IT, and agency leadership to evaluate performance and prioritize improvements.
• Stay current on industry trends, carrier capabilities, AMS enhancements, and emerging technologies that may strengthen carrier download strategy and operational performance.

Qualifications and Requirements:

• 7-9+ years of progressive experience in insurance operations, preferably within a Property & Casualty agency, brokerage, or insurance services environment.
• Deep understanding of Agency Management Systems required; Applied Epic experience strongly preferred.
• Extensive knowledge of carrier download processes, IVANS connectivity, direct carrier feeds, policy data structures, and insurance operational workflows.
• Experience managing external vendors, outsourced operations, and business process outsourcing relationships.
• Demonstrated success leading cross-functional initiatives involving operations, technology, finance, carriers, vendors, and agency partners.
• Strong analytical, process improvement, project management, and problem-solving skills.
• Experience developing KPIs, operational reporting, dashboards, governance routines, and performance management frameworks.
• Excellent communication, presentation, stakeholder management, and organizational skills.
• Ability to influence without direct authority and lead initiatives across a decentralized operating model.
• Strong attention to detail with a commitment to data accuracy, operational consistency, and continuous improvement.
• Collaborative leadership style with the ability to build alignment across agencies, carriers, vendors, and internal teams.

Why Patriot Growth Insurance Services: We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401(k) with employer match

Pay Range: $85,000 - $105,000 per year depending on experience.

*A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.