Company Overview
Keystone Advisors is a full-service marketing company aligned with Top Health Insurance Carriers to provide our partners and clients a broad and competitive portfolio of Insurance Options. We have over 20 years of experience in Insurance marketing while serving our local communities with Medicare, Individual, Group Health, Life, and Annuity products. Our core values are Customer service, integrity, compassion, tenacity, and collaboration.
Job Summary
The IT and RFP Project Manager plays a critical role in overseeing IT projects and managing Request for Proposal (RFP) processes to ensure the successful implementation of technology solutions and vendor partnerships. This position is responsible for coordinating IT project timelines, collaborating with cross-functional teams, and developing structured RFPs to support the company’s technology and business objectives. The IT and RFP Project Manager ensures that all projects are completed on time, within scope, and meet quality standards.
Primary Responsibilities - IT Project Management (75%)
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Lead and oversee IT projects, ensuring alignment with business goals and timelines.
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Develop project plans, including scope, objectives, schedules, budgets, and resource allocation.
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Collaborate with IT teams, vendors, and stakeholders to define technical requirements and project deliverables.
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Monitor project progress, identify risks, and implement corrective actions to ensure successful completion.
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Manage communication between internal teams and external partners for seamless project execution.
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Oversee system implementation, upgrades, and technology deployments.
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Ensure IT projects comply with security policies, industry regulations, and company standards.
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Document project requirements, progress reports, and post-project evaluations.
Secondary Responsibilities - RFP Management & Vendor Coordination (25%)
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Develop, manage, and execute RFPs for technology and service vendors.
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Analyze vendor proposals, negotiate contracts, and recommend optimal solutions.
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Ensure that vendor services align with the company’s IT infrastructure and business objectives.
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Maintain records of RFP responses, vendor performance, and contractual agreements.
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Provide support in contract renewal processes and vendor compliance monitoring.
Required Skills & Qualifications
IT Project Management Skills (Primary)
Strong understanding of IT project lifecycle, methodologies, and best practices
Experience with project management tools (e.g., Jira, Asana, Trello, or Microsoft Project).
Ability to manage multiple projects simultaneously and meet deadlines.
Knowledge of IT infrastructure, software development, and cybersecurity principles.
Excellent problem-solving skills and adaptability to changing project requirements.
RFP & Vendor Management Skills (Secondary)
Experience in developing and managing RFP processes.
Ability to assess vendor proposals, negotiate contracts, and manage vendor relationships.
Strong analytical and decision-making skills for selecting the best technology solutions.
Knowledge of procurement processes and compliance standards.
Education & Experience:
Bachelor’s degree in Information Technology, Business Administration, or a related field.
Minimum 5 years of experience in IT project management and RFP coordination.
PMP, PRINCE2, or relevant project management certification is a plus.
Experience working with technology vendors and contract negotiations preferred.
Additional Skills:
Strong communication and leadership skills to work with cross-functional teams.
Detail-oriented with the ability to manage complex projects effectively.
Excellent organizational and time-management abilities.
Bilingual abilities in English/Spanish are a plus.
Working Conditions & Physical Requirements:
Office environment with occasional travel for vendor meetings and project site visits.
Ability to manage multiple priorities in a fast-paced environment.
Primarily desk work with occasional hands-on IT system assessments.