Sr. Project Manager - Distribution Compliance Management

Posted Yesterday
Hiring Remotely in Colorado, USA
Remote or Hybrid
95K-110K Annually
Senior level
Information Technology • Insurance • Software
Our purpose is to simplify and automate the insurance life cycle so that our customers can focus on what matters most.
The Role
Leads multiple customer-facing software implementation projects from initiation through completion. Manages scope, schedules, budgets, resources, deliverables, risks, status reporting, customer relationships, and escalations. Coordinates teams across the United States and India, recommends solutions to customer needs, develops best practices, and provides project leadership, coaching, and subject matter expertise while supporting Vertafore professional services engagements.
Summary Generated by Built In

Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better. Whether you’re interested in engineering or development, marketing or sales, or something else – if this sounds like you, then we’d love to hear from you!

We are headquartered in Denver, Colorado, with offices in the US, Canada, and India.

$95,000 - $110,000 / year

#LI-Remote

The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations. 

Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity – speed, performance, and trust - to drive growth at scale. 

With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era. 

Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India.

Vertafore is seeking a Senior Project Manager with expertise in managing strategic implementations and projects. If you thrive at leading successful project implementations and have a passion for building strong client relationships, we want you to join our team! The Project Manager will be responsible for the overall direction, planning, implementation, execution, monitoring and completion of multiple projects ensuring consistency with Vertafore’s mission, strategy, values, commitments and goals.


Core Responsibilities:

Essential job functions included but are not limited to the following:

·       Manage the project from beginning to end 

·       Act as the liaison between customer and internal teams 

·       Communicate project deliverables at all levels, and make sure items are executed on time, to budget, with high quality 

·       Manage resources assigned to your projects and the schedule of work for all phases. 

·       Manage changes in project scope including documenting and explaining implications of changes so they are clearly understood and approved 

·       Manage expectations with customers and internal team to successfully deliver projects. 

·       Compile and maintain professional executive status reports and required project documentation 

·       Communicate with the customer to ensure progress is being made and concerns are managed promptly 

·       Address difficult and/or escalated situations with minimal leadership involvement to an effective resolution 

·       Proactively learn and understand Vertafore software and the mechanics of their implementation and deployment 

·       Provide outstanding project team leadership to achieve, schedule, budget and scope performance 

·       Be part of project teams implementing Vertafore products and delivering Professional Services 

·       Manage multiple consulting engagements concurrently 

·       Analyze business operations and methodology to develop best practices 

·       Recommend solutions for customer pain points, gaps, needs, goals 

·       Applies a more focused set of techniques with greater levels of expertise to resolve extremely complex business problems

·       SME and coach for multiple products and services

·       Works with teams in India and the US

  Qualifications:  

·       Minimum 6 years of customer facing project management experience (preferably within a software environment) 

·       Bachelor's degree preferred or commensurate experience

·       Tech savvy, advance knowledge of Microsoft Office required

·       Relevant PM certification preferred

·       Agile experience preferred

·       Highly organized and have proven ability to monitor project budget vs. actuals and can forecast project revenues and expenditures 

·       Proven track record of building, developing and growing business relationships vital to the success of the project in person and remotely 

·       Knowledge of insurance business practices and compliance preferred

·       Strong interpersonal skills with the proven ability to effectively engage and influence at all levels, and ability to effectively handle crucial conversations and manage conflict resolution 

·       Ability to effectively prioritize workload and tasks to meet deadlines 

·       Excellent presentation and communications skills, both written and verbal 

·       Outstanding time management skills 

·       Ability to effectively problem solve, react to situations decisively and effectively 


Additional Requirements and Details:

·       Travel required up to 25% of the time

·       Occasional lifting and/or moving up to 10 pounds

·       Frequent repetitive hand and arm movements required to operate a computer

·       Specific vision abilities required by this job include close vision (working on a computer, etc.)

·       Frequent sitting and/or standing

#LI-Hybrid

Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!

Vertafore is a drug free workplace and conducts preemployment drug and background screenings.

The selected candidate must be legally authorized to work in the United States.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship. 

Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.

Why Vertafore is the place for you: *Canada Only

  • The opportunity to work in a space where modern technology meets a stable and vital industry
  • Medical, vision & dental plans
  • Life, AD&D
  • Short Term and Long Term Disability
  • Pension Plan & Employer Match
  • Maternity, Paternity and Parental Leave
  • Employee and Family Assistance Program (EFAP)
  • Education Assistance
  • Additional programs - Employee Referral and Internal Recognition

Why Vertafore is the place for you: *US Only

  • The opportunity to work in a space where modern technology meets a stable and vital industry
  • We have a Flexible First work environment! Our North America team members use our offices for collaboration, community and team-building, with members asked to sometimes come into an office and/or travel depending on job responsibilities. Other times, our teams work from home or a similar environment.
  • Medical, vision & dental plans
    • PPO & high-deductible options
  • Health Savings Account & Flexible Spending Accounts Options:
    • Health Care FSA
    • Dental & Vision FSA
    • Dependent Care FSA
    • Commuter FSA
  • Life, AD&D (Basic & Supplemental), and Disability
  • 401(k) Retirement Savings Plain & Employer Match
  • Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance
  • Parental Leave & Adoption Assistance
  • Employee Assistance Program (EAP)
  • Education & Legal Assistance
  • Additional programs - Tuition Reimbursement, Employee Referral, Internal Recognition, and Wellness
  • Commuter Benefits (Denver)
The selected candidate must be legally authorized to work in the United States.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.  

The Professional Services (PS) and Customer Success (CX) bonus plans are a quarterly monetary bonus plan based upon individual and practice performance against specific business metrics.  Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.

The Vertafore Incentive Plan (VIP) is an annual monetary bonus for eligible employees based on both individual and company performance.  Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.

Commission plans are tailored to each sales role but common components include quota, MBO's and ABPMs.  Salespeople receive their formal compensation plan within 30 days of hire.

Vertafore is a drug free workplace and conducts preemployment drug and background screenings.


We do not accept resumes from agencies, headhunters or other suppliers who have not signed a formal agreement with us.

We want to make sure our recruiting process is accessible for everyone.  if you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [email protected]

Just a note, this contact information is for accommodation requests only.

Skills Required

  • Minimum 6 years of customer-facing project management experience, preferably in a software environment
  • Bachelor’s degree or commensurate experience
  • Advanced knowledge of Microsoft Office
  • Ability to monitor project budgets against actuals and forecast revenues and expenditures
  • Proven ability to build, develop, and grow business relationships
  • Strong interpersonal, communication, presentation, prioritization, time management, and problem-solving skills
  • Ability to manage conflict and handle crucial conversations
  • Knowledge of insurance business practices and compliance
  • Relevant project management certification
  • Agile experience
  • Legal authorization to work in the United States

What the Team is Saying

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The Company
HQ: Denver, CO
2,372 Employees
Year Founded: 1969

What We Do

We believe insurance is about relationships. And technology should only make them stronger. We exist to empower independent agents, carriers, and MGAs. To drive their success. Because their success is our success. And their ambitions for tomorrow are our goals for today. Since our inception, we’ve been the technology backbone of the insurance industry. We began punching cards for independent agents over 50 years ago and turned this passion for technology into a relentless pursuit. Born of human-centric purpose, we empower our customers with the technology to garner trust. Built to adapt, we equip the insurance channel for the future—transforming business and relationships along the way. Where others see opposition, we see opportunity. To look ahead. To modernize. To prepare our customers for what’s next—because we’re always thinking about it. Always innovating. Always building. Always creating. Quite simply…we love insurance. Because behind every policy—is a person. And we’re obsessed with powering the spirit of our industry.

Why Work With Us

Our team is bright and talented, and we bring passion to the work we do every day and continually strive to improve. We’re a Flexible First work environment, meaning team members work from home as often as they’d like, while using our offices as a place for collaboration, community, and team building. We work hard and we have fun doing it!

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Vertafore Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Our Flexible First working environment allows team members to work from home as often as they'd like, while using our offices for collaboration and team building.

Typical time on-site: Flexible
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