Carrier Relations and Operations Manager

Job Summary:

The Carrier Relations and Operations Manager is responsible for overseeing agency operations and maintaining strong relationships with insurance carriers to enhance data integration. A key focus of this role is managing, implementing, and ensuring the accuracy and efficiency of carrier downloads into AMS360 while maintaining compliance.

Additionally, this new hire will take over the RoboForm and carrier credentials workflow, ensuring secure and efficient management of login credentials and system access for carrier portals. The ideal candidate will have experience with AMS360, carrier data integration, and operational process improvement.

Key Responsibilities

AMS360 Management & Carrier Integrations

• Manage the integration of carrier downloads into AMS360, ensuring proper data mapping, reconciliation, and functionality.
• Build and maintain relationships with insurance carriers to facilitate seamless data transfers and troubleshoot integration issues.
• Work closely with AMS360 support teams and vendors to resolve system challenges and enhance efficiency.
• Develop and implement best practices for AMS360 usage, ensuring staff is trained and utilizing the system effectively.
• Monitor carrier downloads, system updates, and automation tools to improve data accuracy and workflow efficiency.

Operations, Compliance & Credential Management

• Oversee daily agency operations to ensure efficiency and compliance with industry regulations.
• Ensure adherence to insurance data security protocols and regulatory requirements related to carrier integrations.
• Optimize workflows within AMS360, eliminating inefficiencies and improving service delivery.
• Track key performance indicators (KPIs) and generate AMS360 reports to assess agency performance and identify growth opportunities.
• Take over the RoboForm and carrier credentials workflow, managing secure storage, organization, and access for carrier login credentials.

Technology & Implementation

• Manage AMS360 system upgrades, process automation, and implementation of new functionalities.
• Identify and implement efficiency improvements, such as API integrations and automated workflows.
• Act as the primary liaison between the agency, carriers, AMS360 providers, and IT teams to ensure smooth system functionality.
• Oversee data migration, system customizations, and employee training on AMS360 best practices.

Financial & Performance Oversight

• Work with leadership to develop budgets and financial strategies related to AMS360 enhancements and carrier integrations.
• Analyze operational data and carrier reports to identify cost-saving opportunities and process improvements.
• Optimize vendor relationships and technology investments to maximize ROI.

Qualifications & Skills

• Bachelor’s degree in business administration, Insurance, Information Systems, or a related field.
• 5 years of experience in insurance agency operations, AMS360 management, and carrier relations.
• Strong expertise in AMS360, including downloads, reporting, system customization, and automation.
• Technical knowledge of carrier data feeds, reconciliation processes, and compliance requirements.
• Experience in process improvement, workflow optimization, and technology implementation.
• Excellent leadership, analytical, and problem-solving skills.
• Ability to collaborate with IT, vendors, carriers, and internal teams to drive operational efficiency.

What We Offer You:

At Fortun Insurance, we are committed to investing in our employees and their future. Our entrepreneurial culture encourages open communication and teamwork, empowering everyone to make the best decisions for our clients and the organization. Join us and benefit from the following:

• Flexibility with in-office, hybrid, or remote work options.
• Competitive salary and benefits package, including:
  • Medical, dental, and vision insurance.
  • Company-paid Life and Short-Term Disability Plans.
  • 401(k) with matching contributions.
  • PTO Package, including holiday and personal time off.
• Great work/life balance—because it’s important to us!

Benefits:

• 401(k) with matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off (PTO)
• Vision insurance

Supplemental Pay: Bonus opportunities

Work Location: In office/Hybrid

Equal Employment Opportunity (EEO) Statement:

Fortun Insurance is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, sexual orientation, gender identity, or any other protected characteristic as defined by federal, state, or local laws.

If you’re ready to take on this exciting leadership role, we’d love to hear from you! Apply today.