Technology Analyst/Product Manager

Leavitt Group is one of the largest privately-held insurance brokerages in the U.S., and they are seeking a Technology Analyst/Product Manager who will act as a bridge between business teams, IT, and external vendors. The role involves understanding workflows, gathering requirements, evaluating technology solutions, and supporting the implementation and adoption of new tools.

Responsibilities:

• Partner with business stakeholders and agency teams to understand workflows, challenges, and priorities
• Serve as a primary liaison between business teams, IT, and software vendors
• Help define and prioritize technology initiatives aligned with business goals
• Clearly communicate business needs to vendors and evaluate proposed solutions
• Gather and document business requirements through interviews, workshops, and process reviews
• Evaluate software applications and vendor solutions for business fit, usability, and scalability
• Assess how new tools would integrate with existing systems using APIs, automation (RPA), or AI-based solutions
• Document current-state and future-state processes and integration approaches at a high level
• Coordinate and support delivery of system implementations and enhancements
• Collaborate with IT and vendors on implementation plans, dependencies, and timelines
• Participate in testing, validation, and rollout activities
• Help manage scope, risks, and expectations throughout delivery
• Support communication, training, and adoption of new tools and processes
• Gather user feedback and support continuous improvement
• Help ensure solutions are practical, well understood, and effectively adopted

Requirements:

• Bachelor's degree in Business, Information Systems, Computer Science, or related field (or equivalent experience)
• 4–8 years of experience in technology analysis, product management, business systems analysis, or similar roles
• Experience working directly with software vendors and evaluating third-party applications
• Ability to understand and discuss technical concepts such as APIs, integrations, automation, and AI at a practical level
• Strong communication, organization, and problem-solving skills
• Experience in insurance, financial services, or professional services
• Familiarity with SaaS platforms, system integrations, or automation tools
• Experience supporting system implementations or digital transformation initiatives