Audit and Operations Project Manager
Audit and Operations Project ManagerOur 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 CompanyAudit 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 SupportDefine project scope, objectives, timelines, and deliverablesDevelop and manage project plans, including resources and dependenciesLead cross-functional project efforts and coordinate with internal stakeholdersCommunicate project status, risks, and updates to leadershipManage project schedules and ensure timely executionMaintain detailed documentation, reports, and recordsConduct post-project reviews and ensure proper project closureOperations Auditing (TPA Oversight)Support and execute operational audits of third-party administrators (TPAs)Develop and implement audit plans aligned with organizational goals and compliance standardsPerform hands-on audits of transactions (e.g., new business, surrenders, claims)Review documentation for accuracy, completeness, and adherence to proceduresEvaluate internal controls and identify opportunities for improvementPrepare audit reports with findings and recommendationsPresent results to leadership and track remediation effortsConduct follow-up reviews to ensure resolution of identified issuesTechnology & Process ImprovementPartner with business and technical teams to define and document system requirementsSupport implementation and enhancement of digital tools (e.g., e-application platforms)Manage system tickets and collaborate with developers to resolve issuesPerform testing and validation of system updates and enhancementsIdentify and implement process efficiencies to improve operational performanceModel Office TestingDevelop and execute testing strategies to validate system functionality and performanceEnsure accuracy and completeness of business processes through structured testingBusiness & Data AnalyticsAnalyze operational data to identify trends, risks, and opportunitiesProvide insights to support decision-making and process optimizationSpecial ProjectsSupport additional operational initiatives and cross-functional projects as neededSupporting an upcoming TPA audit, including transaction sampling, documentation review, and reportingAssisting with implementation of a new electronic application (e-app) platform, including business requirements and testingManaging and resolving system and process improvement tickets to enhance efficiency and data accuracyAudit 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 fieldExperience 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 initiativesCompletion of insurance industry training programs (e.g., LOMA)Background in auditing, compliance, or operational quality reviewStrong proficiency in Microsoft Office (Excel, Word, PowerPoint)Proven ability to manage multiple projects and priorities simultaneouslyExperience working with processes, controls, and operational proceduresStrong interest and comfort working with technology and systemsAdaptable and comfortable working in a role that blends multiple functionsFeatures and Benefits:Salary plus bonusMedical InsuranceDental InsuranceVision InsuranceBasic Life and ADD InsuranceVoluntary Life and ADD InsuranceDiscount Card Benefits ProgramFlexible Spending Accounts - Medical & Dependent Care401(k) PlanAudit 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 fieldExperience 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 initiativesCompletion of insurance industry training programs (e.g., LOMA)Background in auditing, compliance, or operational quality reviewStrong proficiency in Microsoft Office (Excel, Word, PowerPoint)Proven ability to manage multiple projects and priorities simultaneouslyExperience working with processes, controls, and operational proceduresStrong interest and comfort working with technology and systems