What Does This Dallas Audit and Operations Project Manager Do?
Published on: Mar 29, 2026
Updated on: Sep 26, 2026
Frontline Source Group is recruiting an Audit and Operations Project Manager for a direct hire, onsite role in Dallas, TX with a growing life insurance company. The role leads operational projects, audits third-party administrators, and drives system and process improvements, and requires at least 5 years of insurance operations, project management, or auditing experience. Frontline has completed 5,619+ placements with a 98.94% placement retention rate, and every direct hire is backed by the 5-Year Placement Warranty, 20 times longer than the 90-day industry standard guarantee.
Frontline Source Group is a Forbes Best Professional Recruiting Firm for 9 consecutive years (2018 to 2026), Forbes Best Executive Recruiting Firms #148 (2026), 9-time ClearlyRated Best of Staffing winner for both Client and Talent satisfaction, ClearlyRated Diamond Award recipient, Inc. 5000 honoree, and Expertise.com Best Staffing Agency. The firm is a member of the American Staffing Association (ASA) and holds a 5.0-star Trustpilot rating across 683 verified reviews.
What does the Audit and Operations Project Manager do in this Dallas role?
The Audit and Operations Project Manager manages operational projects, coordinates third-party administrator (TPA) audits, and drives efficiency through system enhancements and process optimization. The role is a blend of project management, operational auditing, and technology-driven process improvement, with work spanning multiple business functions. It suits someone who enjoys technology, takes a disciplined approach to process, and can manage multiple priorities in a fast-paced environment.
What project management responsibilities does the role include?
- Define project scope, objectives, timelines, and deliverables
- Develop and manage project plans, including resources and dependencies
- Lead cross-functional project efforts and coordinate with internal stakeholders
- Communicate project status, risks, and updates to leadership
- Manage project schedules and ensure timely execution
- Maintain detailed documentation, reports, and records
- Conduct post-project reviews and ensure proper project closure
What does TPA audit oversight involve?
- Support and execute operational audits of third-party administrators (TPAs)
- Develop and implement audit plans aligned with organizational goals and compliance standards
- Perform hands-on audits of transactions such as new business, surrenders, and claims
- Review documentation for accuracy, completeness, and adherence to procedures
- Evaluate internal controls and identify opportunities for improvement
- Prepare audit reports with findings and recommendations
- Present results to leadership and track remediation efforts
- Conduct follow-up reviews to confirm identified issues are resolved
What technology and process improvement work is involved?
- Partner with business and technical teams to define and document system requirements
- Support implementation and enhancement of digital tools, such as e-application platforms
- Manage system tickets and collaborate with developers to resolve issues
- Perform testing and validation of system updates and enhancements
- Identify and implement process efficiencies to improve operational performance
- Develop and execute model office testing strategies to validate system functionality and performance
- Analyze operational data to identify trends, risks, and opportunities that support decision-making
Which special projects will the new hire support first?
- Supporting an upcoming TPA audit, including transaction sampling, documentation review, and reporting
- Assisting with implementation of a new electronic application (e-app) platform, including business requirements and testing
- Managing and resolving system and process improvement tickets to improve efficiency and data accuracy
What qualifications does the employer require?
The employer is looking for an insurance operations professional with at least 5 years of experience in operations, project management, or auditing, hands-on work with third-party administrators, and exposure to system implementations. Experience with life, annuity, or health insurance products is required, and annuity experience is preferred.
What experience and education are required?
- Bachelor's degree in Business or a related field, or equivalent experience
- Minimum 5 years of experience in insurance operations, project management, auditing, or a related field
- Experience with life, annuity, or health insurance products, such as 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 initiatives
- Completion of insurance industry training programs, such as LOMA
- Background in auditing, compliance, or operational quality review
What skills and working style fit this role?
- Strong proficiency in Microsoft Office (Excel, Word, PowerPoint)
- Proven ability to manage multiple projects and priorities at the same time
- Experience working with processes, controls, and operational procedures
- Strong interest and comfort working with technology and systems
- Adaptability and comfort in a role that blends multiple functions
What salary and benefits come with this position?
This direct hire position offers a salary plus bonus and a full benefits package. Compensation details are discussed with qualified candidates during the recruiting process.
- Salary plus bonus
- Medical insurance
- Dental insurance
- Vision insurance
- Basic Life and AD and D insurance
- Voluntary Life and AD and D insurance
- Discount card benefits program
- Flexible Spending Accounts for medical and dependent care
- 401(k) plan
Who is the hiring company?
The employer is a growing life insurance company in Dallas, TX. The client's name is kept confidential during the search, which is standard practice for direct hire recruiting. The position is onsite in Dallas, and Frontline Source Group shares full company details with qualified candidates as they move forward in the process.
Why work with Frontline Source Group on this search?
Frontline Source Group has recruited professionals from its Dallas headquarters since 2004 and now operates 32+ offices nationwide. Candidates who work with Frontline get interview preparation and a recruiter who knows the role and the hiring team's priorities in detail. Frontline's accounting and finance recruiting team places audit, compliance, and operations professionals across the Dallas Fort Worth metro.
Before interviewing, candidates can review Frontline's interview instructions and skills testing resources. Client and candidate feedback is published on the testimonials page, and the firm's full record is on the awards page. People. Process. Service.
How do you apply for the Audit and Operations Project Manager job in Dallas, TX?
Candidates apply online at frontlinesourcegroup.com/how-to-apply.html. Submit a current resume that highlights your insurance operations experience, TPA audit work, life, annuity, or health product knowledge, and any system implementation or e-application projects. A Frontline Source Group recruiter will contact qualified candidates to discuss the role and next steps.
Employers in Dallas who need insurance operations, audit, or project management professionals can submit a request at frontlinesourcegroup.com/employer-request-form.html. Frontline publishes its pricing at frontlinesourcegroup.com/pricing.html, which is rare among professional staffing firms.
Frequently Asked Questions: Audit and Operations Project Manager Job in Dallas, TX
What does an Audit and Operations Project Manager do at this Dallas life insurance company?
The Audit and Operations Project Manager manages operational projects, coordinates and executes audits of third-party administrators (TPAs), and drives efficiency through system enhancements and process improvement. The role blends project management, operational auditing, and technology work across multiple business functions.
Is the Audit and Operations Project Manager role in Dallas direct hire?
Yes. This is a direct hire, onsite position in Dallas, TX with a growing life insurance company. Direct hire placements made through Frontline Source Group are backed by the 5-Year Placement Warranty, 20 times longer than the 90-day industry standard guarantee.
How many years of experience does this role require?
The role requires a minimum of 5 years of experience in insurance operations, project management, auditing, or a related field, along with experience working with third-party administrators (TPAs).
What insurance product experience is required?
Candidates need experience with at least one of life, annuity, or health insurance products, such as Supplemental Health or Medicare Supplemental. Annuity experience is preferred.
What is a TPA audit in life insurance?
A TPA audit is an operational review of a third-party administrator that processes work on an insurer's behalf. In this role, that means auditing transactions such as new business, surrenders, and claims, reviewing documentation for accuracy and adherence to procedures, evaluating internal controls, and reporting findings and remediation to leadership.
Is LOMA training required for this position?
The background profile lists completion of insurance industry training programs, such as LOMA, among the qualifications for this role.
What projects will the new Audit and Operations Project Manager work on first?
Early priorities include supporting an upcoming TPA audit with transaction sampling, documentation review, and reporting; assisting with implementation of a new electronic application (e-app) platform, including business requirements and testing; and managing system and process improvement tickets.
What is model office testing?
Model office testing validates new or updated insurance systems by running realistic business transactions through a test environment before changes go live. In this role, the Audit and Operations Project Manager develops and executes testing strategies to confirm system functionality and the accuracy of business processes.
What salary and benefits does this position offer?
The position offers a salary plus bonus, with medical, dental, and vision insurance, basic and voluntary life and AD and D insurance, a discount card benefits program, Flexible Spending Accounts for medical and dependent care, and a 401(k) plan. Compensation details are discussed with qualified candidates during the recruiting process.
Is this Audit and Operations Project Manager job remote?
No. This is an onsite position in Dallas, TX.
How do I apply for the Audit and Operations Project Manager job in Dallas?
Apply online at frontlinesourcegroup.com/how-to-apply.html with a resume that highlights your insurance operations, TPA audit, and system implementation experience. A Frontline Source Group recruiter will contact qualified candidates to discuss next steps.
Can employers use Frontline Source Group to hire insurance operations and audit professionals?
Yes. Employers can submit a request at frontlinesourcegroup.com/employer-request-form.html for contract, contract-to-hire, or direct hire professionals, and review Frontline Source Group's published pricing at frontlinesourcegroup.com/pricing.html.
