Technology Analyst/Product Manager

Leavitt Group

Position Overview

Leavitt Group is seeking a Technology Analyst/Product Manager who combines strong business partnership skills with enough technical understanding to effectively work with software vendors and evaluate technology solutions. This role serves as a bridge between business teams, IT, and external vendors, helping ensure new applications and tools integrate well with Leavitt Group’s existing systems and deliver meaningful business value.

This position does not require hands-on coding, but it does require comfort discussing technical concepts such as APIs, integrations, automation, and emerging technologies including AI.

Essential Job Duties and Responsibilities

• Business & Technology Partnership

  • 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

• Requirements, Analysis & Solution Evaluation

  • 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

• Delivery & Coordination

  • 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

• Change Management & Adoption

  • 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

Qualifications

Required

• 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

Preferred

• 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

Compensation & Benefits

• Medical, dental, and vision insurance

• 401(k) with employer match

• HSA and FSA options

• Paid vacation and sick leave

• Wellness program and professional development opportunities

• Why Leavitt Group

• Collaborative, people-first culture

• Opportunity to influence technology decisions and strategy

• Direct impact on agency operations and efficiency

• Stable, growing organization with competitive compensation and benefits

About Leavitt Group

Leavitt Group is one of the largest privately-held insurance brokerages in the U.S., with over 275 locations across 28 states. As a national organization, we offer the strength of a large network while maintaining the personal attention of a locally owned agency. Our teams specialize in both personal and commercial lines, with access to top-tier carriers and exclusive markets.

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