Senior Project Administrator​/Carrier Integration

Full-time

Department Name:
Operations1

Office Type:
Hybrid

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
• We are RESULT-ORIENTED
  , growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

We are seeking a Senior Project Administrator / Carrier Integration to play a hands-on leadership role within our Carrier Integrations team. This position is ideal for someone with deep experience in carrier onboarding and appointment processes who is ready to take ownership of execution, guide offices through complex transitions, and act as the primary point of contact for carrier integration activities.

This role operates with limited oversight and partners closely with Project Managers, Carrier Relations, and acquired offices to ensure carrier readiness, continuity, and successful integration outcomes.

Duties & Responsibilities:

• Lead carrier integration execution for assigned acquisitions and offices as the primary point of contact.
• Partner with acquired offices to plan and execute carrier appointment migrations and operational transitions.
• Provide pre‑integration guidance to acquired offices to ensure readiness for carrier changes.
• Coordinate with carrier partners to migrate existing appointments into new carrier structures.
• Manage carrier‑related timelines, dependencies, risks, and readiness milestones across multiple offices.
• Offer direction and support to junior coordinators or project resources as needed.
• Proactively identify, escalate, and resolve carrier‑related risks impacting revenue or operations.
• Prepare executive‑ready status updates, risk summaries, and recommendations while contributing to continuous improvement of integration playbooks and processes.

• 3–5 years of experience in carrier operations, integrations, onboarding, or project coordination.
• Strong, hands‑on experience with carrier appointment migrations and onboarding workflows.
• Proven ability to lead execution across offices, carrier partners, and cross‑functional teams.
• Demonstrated ownership of work streams with the ability to drive outcomes independently.
• Excellent organizational, communication, and stakeholder management skills.
• Experience working in insurance or other regulated industries.
• Proficiency with project tracking, reporting, and workflow management tools.
• (Nice to Have) Experience with M&A integrations, PMO environments, or informal leadership responsibilities.

What Success Looks…