The posting
Company Description
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.
Job Description
Trucordia is seeking a Technical Program Manager to lead delivery for our Data & Analytics team. You'll own how work moves from business request to production: intake, prioritization, requirements, sprint execution, release, and adoption. You'll serve as the bridge between stakeholders in Finance, Accounting, Operations, Benefits, and the field, and the engineers and analysts who build our reports, integrations, automations, and data pipelines.
This role combines Agile delivery leadership, business analysis, and technical coordination. You'll be expected to understand the data work well enough to challenge estimates, spot dependency risks, and translate between technical and business audiences. You'll also use AI and automation to handle routine overhead like status reports, documentation drafts, and ticket hygiene, so your time goes to prioritization, stakeholder alignment, and risk management.
Duties and Responsibilities:
Program & Agile Delivery
- Own end-to-end delivery across concurrent Data & Analytics initiatives, including program planning, sprint planning, standups, backlog refinement, sprint reviews, and retrospectives.
- Manage the intake-to-delivery workflow and program roadmap, keeping the backlog prioritized, groomed, and build-ready.
- Track dependencies, risks, blockers, team capacity, and delivery metrics (velocity, cycle time, throughput, predictability), and act on what the data shows.
- Maintain a program-level RAID log (risks, assumptions, issues, dependencies), escalate appropriately, and drive mitigation plans.
- Continuously improve team processes, ceremonies, and workflows.
Business Analysis & Requirements
- Partner with business stakeholders to gather, document, and validate requirements.
- Translate business needs into epics, user stories, acceptance criteria, process maps, and implementation plans, owning the accuracy of the final output.
- Analyze current-state processes, identify improvement opportunities, and assess the downstream impact of changes to systems, data sources, and workflows.
- Support evaluation of tools, technologies, and solution approaches through research and recommendations.
Stakeholder Management & Communication
- Serve as the primary liaison between business stakeholders and the Data & Analytics team, aligning on priorities, timelines, and trade-offs.
- Facilitate cross-functional and executive-level meetings and communicate program health clearly and consistently.
- Coordinate releases, training, and change management so delivered solutions are adopted.
- Provide regular reporting to leadership on progress, risks, and outcomes, using automated dashboards and reporting where possible.
Data Onboarding, Quality, & Documentation
- Manage agency onboarding, data ingestion, and data migration as program workstreams, including milestones, dependencies, cutover planning, and data readiness.
- Coordinate user acceptance testing and validate delivered work against requirements and data quality standards.
- Maintain documentation, playbooks, runbooks, and knowledge-base content in Confluence or similar, keeping materials accurate and current.
Qualifications
- 5+ years of experience in technical program management, project management, Agile delivery, Scrum Master, or business analysis roles, including at least 3 years owning delivery for data, analytics, BI, or technical teams.
- Proven ownership of backlogs, delivery processes, and execution across multiple concurrent initiatives.
- Strong requirements-gathering skills, with a track record of turning ambiguous requests into clear user stories, acceptance criteria, and delivery plans.
- Working technical knowledge of data concepts: data pipelines and ETL/ELT, data validation and quality checks, file formats (CSV, JSON, flat files), APIs and integrations, and basic data modeling.
- Ability to write and read basic-to-intermediate SQL for validating data and answering delivery questions.
- Advanced Excel skills (lookups, pivot tables, data reconciliation).
- Hands-on experience managing work in Jira or Azure DevOps, including boards, workflows, filters, and dashboards.
- Hands-on experience using AI tools (e.g., Claude, ChatGPT, Microsoft Copilot) to accelerate documentation, requirements, or reporting, with sound judgment about when to verify AI output.
- Excellent communication and facilitation skills, including influencing engineers and leadership without direct authority.
- Bachelor’s degree in business, Information Systems, Computer Science, or a related field, or equivalent experience.
Nice to have:
- Certifications such as PMP, PgMP, PMI-ACP, CSM, PSM, or SAFe.
- Experience in insurance, insurance brokerage, or financial services, particularly with agency acquisitions or integrations.
- Familiarity with agency management systems (e.g., Applied Epic, Vertafore AMS360).
- Experience with Snowflake or another cloud data warehouse, and BI platforms such as Power BI or Tableau.
- Experience with Confluence, Monday.com, Smartsheet, or similar collaboration and planning tools.
- Experience supporting data migrations, UAT, data quality initiatives, or reporting automation.
- Experience building AI-powered workflows or automations (e.g., Power Automate, Zapier, Jira automation) to reduce manual PM work.
What Success Looks like in Year One:
- A predictable, program-level delivery process running across all Data & Analytics initiatives.
- A healthy backlog with at least two sprints of build-ready work.
- A reliable, documented intake-to-delivery workflow that stakeholders understand and use.
- Agency onboardings and data migrations delivered on schedule with clean data readiness.
- Leadership and stakeholders with clear, current visibility into priorities, timelines, risks, and outcomes.
- Routine PM administration largely automated, freeing time for higher-value work.
Additional Information
Please see our company Benefits:
- Medical, Dental, Vision
- Life Insurance and AD&D
- FSA / HSA
- Accident
- Critical Illness
- Hospital Indemnity
- Supplemental Health Insurance
- Employee Assistance Program (EAP)
- Pet Insurance
- 11 Paid Holidays
- Flexible PTO
- 401K
Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.
Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.
