Associate Project Manager

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 unrivaled 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

We are seeking a motivated Associate Project Manager to support complex Mergers & Acquisitions (M&A) integrations in a fast-paced, evolving organization. This role suits someone who thrives in ambiguity, demonstrates strong organizational and communication skills, and confidently engages with executive stakeholders and client partners. The Associate Project Manager will coordinate due diligence, manage integration timelines, support risk identification, and drive structured processes across multiple work streams.

Duties and Responsibilities:

* Support day-to-day project management across multiple M&A integration projects, ensuring timelines and deliverables are met.

* Create and maintain project plans, dashboards, RAID logs, and process workflows to drive integration readiness.

* Facilitate and manage meetings, including scheduling, preparing materials, documenting decisions, and tracking action items.

* Prepare and deliver high-quality presentations and communications for executives, clients, and internal stakeholders.

* Organize and maintain accurate project documentation within Smartsheet, SharePoint, One Drive, and Teams.

* Assist with pre-close due diligence by collecting, analyzing, and organizing required documentation.

* Partner with cross-functional teams and newly acquired agencies to ensure smooth onboarding and integration execution.

* Demonstrate a positive, team-oriented attitude while building strong relationships across internal and external stakeholders.

Qualifications

* 1 - 3+ years of project coordination or project management experience, ideally in M&A or fast-paced environments.

* Proficiency in Microsoft Office Suite (Outlook, Teams, One Drive, PowerPoint, Excel, Word) and familiarity with Copilot.

* Skilled in scheduling executive-level meetings, managing calendars, and coordinating travel arrangements.

* Ability to create polished PowerPoint presentations and professional written communications for leadership and clients.

* Strong organizational skills with attention to detail and ability to manage multiple priorities under tight deadlines.

* Experience supporting due diligence and integration processes, including status reporting, timelines, and risk tracking.

* Familiarity with project management methodologies (Agile, Predictive, Hybrid) and tools such as Smartsheets or Jira.

* Effective collaborator with cross-functional teams and confident when presenting to executives or clients.

Additional Information

Please see our company Benefits:

* Medical, Dental, Vision

* Life and AD&D insurance

* FSA / HSA

* Commuter & Child Care FSA

* Cancer Support Benefits

* Pet Insurance

* Accident & Critical Illness

* Hospital Indemnity

* Employee Assistance Program (EAP)

* 11 Paid Holidays

* Flexible PTO

* 401K

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…