Insurance Project Manager - Distribution Support

This position will assist in coordinating activities within the company, with outside distribution, and with LifeShield vendors to introduce new lines of business, ensure adherence to company policies, and deliver superb operational execution. The scope of the position encompasses a diverse range of assignments and requires the applicant to analyze multiple perspectives for the successful execution of assigned projects.

Primary duties and responsibilities include:

• Creating and managing long- and short-term project plans, which support the achievement of organizational sales and marketing goals and objectives, including setting milestones, adhering to deadlines, and assigning and allocating resources.
• Identifying and engaging employees or external resources best positioned to complete relevant project task items.

• Identifying and managing potential risks, liabilities, and delay exposures of multiple projects.

• Assisting in the definition of project scope and goals.

• Presenting alternatives and making informed recommendations to senior managers when presented with multiple options for how to progress with an assigned project.

• Serving as a point of contact for teams when multiple units are contributing to the same project to ensure coordinated team action.

• Engaging, encouraging, and motivating people involved in the project to communicate, contribute, and complete tasks on time.

• Providing timely reports and updates to key stakeholders on the status of projects.

Additional duties include:

• Drive and support the creation of effective management reporting, including revenue analyses by business segment/line/distribution of business and state.

• Support development and implementation of data and information strategies, working collaboratively with other stakeholders to achieve timely and effective results.

Requirements

Candidates must possess the following:

• Bachelor's degree in Business, Marketing, Communications, or a related field
• 2+ years of insurance, financial services sales, sales administration, or finance experience
• Intermediate-level life/health/accident insurance knowledge
• Demonstrated success managing long and short-term projects

Additional qualifications include:

• Familiarity with life & health insurance products, as well as independent agent and brokerage distribution channels
• Exceptional written and verbal communication with proven critical thinking and analysis skills
• Proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)