Audit and Operations Project Manager
Our client in Dallas, TX is seeking a Audit and Operations Project Manager to support a dynamic insurance company. This role is a unique blend of project management, operational auditing, and technology-driven process improvement, offering the opportunity to work across multiple business functions. This is a direct hire, onsite opportunity.
Company Profile:
Growing Life Insurance Company
Audit and Operations Project Manager Role:
As a Audit and Operations Project Manager you will play a critical role in managing operational projects, coordinating third-party administrator (TPA) audits, and driving efficiency through system enhancements and process optimization.
This role is for someone who loves technology, has a disciplined approach to processes, and the ability to manage multiple priorities in a fast-paced environment.
Project Management & Operational Support
Define project scope, objectives, timelines, and deliverables
Develop and manage project plans, including resources and dependencies
Lead cross-functional project efforts and coordinate with internal stakeholders
Communicate project status, risks, and updates to leadership
Manage project schedules and ensure timely execution
Maintain detailed documentation, reports, and records
Conduct post-project reviews and ensure proper project closure
Operations Auditing (TPA Oversight)
Support and execute operational audits of third-party administrators (TPAs)
Develop and implement audit plans aligned with organizational goals and compliance standards
Perform hands-on audits of transactions (e.g., new business, surrenders, claims)
Review documentation for accuracy, completeness, and adherence to procedures
Evaluate internal controls and identify opportunities for improvement
Prepare audit reports with findings and recommendations
Present results to leadership and track remediation efforts
Conduct follow-up reviews to ensure resolution of identified issues
Technology & Process Improvement
Partner with business and technical teams to define and document system requirements
Support implementation and enhancement of digital tools (e.g., e-application platforms)
Manage system tickets and collaborate with developers to resolve issues
Perform testing and validation of system updates and enhancements
Identify and implement process efficiencies to improve operational performance
Model Office Testing
Develop and execute testing strategies to validate system functionality and performance
Ensure accuracy and completeness of business processes through structured testing
Business & Data Analytics
Analyze operational data to identify trends, risks, and opportunities
Provide insights to support decision-making and process optimization
Special Projects
Support additional operational initiatives and cross-functional projects as needed
Supporting an upcoming TPA audit, including transaction sampling, documentation review, and reporting
Assisting with implementation of a new electronic application (e-app) platform, including business requirements and testing
Managing and resolving system and process improvement tickets to enhance efficiency and data accuracy
Audit and Operations Project Manager Background Profile:
Bachelor’s degree in Business or related field (or equivalent experience)
Minimum 5 years of experience in insurance operations, project management, auditing, or a related field
Experience with life, annuity, or health insurance products these products include Supplemental Health or Medicare Supplemental (at least one required; annuity experience preferred)
Experience working with third-party administrators (TPAs)
Exposure to system implementations or digital transformation initiatives
Completion of insurance industry training programs (e.g., LOMA)
Background in auditing, compliance, or operational quality review
Strong proficiency in Microsoft Office (Excel, Word, PowerPoint)
Proven ability to manage multiple projects and priorities simultaneously
Experience working with processes, controls, and operational procedures
Strong interest and comfort working with technology and systems
Adaptable and comfortable working in a role that blends multiple functions
Features and Benefits:
Salary plus bonus
Medical Insurance
Dental Insurance
Vision Insurance
Basic Life and ADD Insurance
Voluntary Life and ADD Insurance
Discount Card Benefits Program
Flexible Spending Accounts – Medical & Dependent Care
401(k) Plan
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