Integrations Manager - Corporate Development

Position Overview This is an exciting opportunity for a detail-oriented, strategic operator to play a pivotal role in a rapidly expanding insurance group. We are seeking an Integrations Manager to lead the post-close integration of acquired insurance agencies and service organizations into our growing group. As we execute on an active M&A strategy within the insurance distribution space, this role is critical to realizing deal value — translating signed transactions into fully absorbed, operationally aligned business units. The ideal candidate brings hands-on experience in insurance agency operations, carrier management, or insurance-specific M&A — and understands not just how integrations work, but how they work in the context of licensed insurance entities, carrier appointment structures, and state regulatory requirements. You will own the integration process from Day 1 planning through steady-state operations, coordinating across every function to ensure acquisitions are absorbed on time, on budget, and with no gaps in binding authority, licensing, or client service continuity. Key Responsibilities Serve as the single integration lead for each acquired agency, owning the master integration plan and driving execution across all workstreams from close through full integration — including carrier appointments, licensing transfers, and compliance alignment Build and manage detailed integration project plans covering functional areas including carrier relations, licensing, compliance, finance, HR, IT, operations, sales, and marketing Manage the transition of carrier appointments and producer licenses across acquired entities, ensuring continuity of binding authority and adherence to NIPR and state-specific appointment requirements throughout the integration window Oversee E&O compliance alignment during integration, ensuring acquired agencies meet the group's audit standards and state insurance department regulatory requirements before and after close Coordinate Day 1 readiness activities — including staff communications, carrier notifications, and client transition protocols — so that acquired producers and policyholders experience a seamless transition Partner with IT to manage the migration of client and policy data from legacy agency management systems (e.g., Vertafore/AMS360, Applied/Epic, EZLynx) to the group's core platform Track and report on integration milestones, synergy capture progress, and operational KPIs — translating insurance-specific metrics such as retention rates, policy counts, and carrier override performance into leadership dashboards Document and continuously refine the company's integration playbook, incorporating lessons learned from each acquisition to improve speed and consistency across future transactions Support pre-close diligence by identifying insurance operational risks — including licensing gaps, carrier contract issues, and compliance exposures — and estimating integration timelines and costs Required Experience Strong preference for candidates with direct insurance agency experience, including: 3-5 years of experience in insurance agency operations, carrier management, or insurance-focused M&A integration — candidates with direct experience integrating acquired agencies into a larger group are strongly preferred Working knowledge of carrier appointment processes, producer licensing workflows, and state insurance department regulatory requirements; familiarity with NIPR is a strong asset Demonstrated experience managing complex, cross-functional integrations end-to-end in an insurance or financial services context Strong project management fundamentals: ability to build and maintain detailed workplans, manage competing priorities, and hold cross-functional stakeholders accountable to deadlines Financial literacy — comfortable interpreting deal models, understanding synergy targets, and tracking value realization against acquisition thesis Familiarity with agency management systems (e.g., Vertafore/AMS360, Applied/Epic, or EZLynx) and the operational workflows they support Excellent communication and facilitation skills; able to operate credibly with both senior leadership and acquired agency owners Prior exposure to buy-side M&A in the insurance distribution space — including experience with independent agency acquisitions, aggregator models, or PE-backed rollup strategies — is a meaningful differentiator Bachelor's degree required; MBA or relevant advanced degree preferred What we Offer A seat at the table on every acquisition — direct exposure to the full insurance M&A lifecycle High-impact, high-visibility role within a fast-moving corporate development team Opportunity to build and own the integration function as the acquisition program scales Competitive salary and benefits package Company Overview Pacific Crest Services (PCS) is a national insurance alliance supporting more than 300 independent agencies across the country. PCS provides carrier access, operational infrastructure, technology support, analytics, and strategic growth resources to help agency owners scale profitably. We specialize in helping captive agency owners transition to independence and supporting independent agencies in accelerating growth and increasing enterprise value. We are expanding aggressively and are seeking a highly driven insurance professional to recruit agency owners into the PCS alliance.

Pay:

$65,000.00 - $80,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person