Reports To: Director of Agency Management

Position Summary:

The Project Manager in the Agency Management Department is responsible for planning, executing, and finalizing projects according to strict deadlines and within budget. This role includes developing and optimizing agency models, enhancing business performance, acquiring resources, and coordinating the efforts of team members and third-party contractors or consultants to deliver projects according to plan. The Project Manager will define the project’s objectives and oversee quality control throughout its life cycle.

Key Responsibilities:

• Project Planning and Execution:
  • Develop comprehensive project plans to be shared with clients as well as other staff members.
  • Coordinate internal resources and third parties/vendors for the flawless execution of projects.
  • Ensure that all projects are delivered on-time, within scope, and within budget.
• Agency Model Development:
  • Lead initiatives to develop and refine agency models to improve efficiency and effectiveness.
  • Work closely with stakeholders to identify opportunities for agency growth and optimization.
  • Implement strategies to enhance the distribution network and agent performance.
• Business Performance Enhancement:
  • Analyze business performance data to identify areas for improvement.
  • Develop and implement business strategies that drive growth and improve profitability.
  • Collaborate with cross-functional teams to align business processes with strategic goals.
• Scope and Budget Management:
  • Assist in the definition of project scope and objectives, involving all relevant stakeholders and ensuring technical feasibility.
  • Develop a detailed project plan to monitor and track progress.
  • Manage changes to the project scope, project schedule, and project costs using appropriate verification techniques.
• Team Coordination:
  • Lead, direct, and motivate project team members and influence them to take positive action and accountability for their assigned work.
  • Establish and maintain relationships with third parties/vendors.
• Risk Management:
  • Perform risk management to minimize project risks.
  • Create and maintain comprehensive project documentation.
• Stakeholder Communication:
  • Meet with clients to take detailed ordering briefs and clarify specific requirements of each project.
  • Communicate effectively with project stakeholders, including senior management, regarding project status, risks, and issues.
• Performance Monitoring:
  • Track project performance, specifically to analyze the successful completion of short and long-term goals.
  • Develop spreadsheets, diagrams, and process maps to document needs.

Qualifications:
• Bachelor’s degree in Business Administration, Insurance, Project Management, or a related field.
• 3+ years of project management experience in the insurance industry or a related field, with proven experience in agency model development and business performance enhancement.
• Strong understanding of insurance agency operations and distribution channels.
• Project Management Professional (PMP) certification is a plus.
• Demonstrated ability to develop and implement successful business strategies.
• Proven ability to manage multiple projects simultaneously.
• Excellent client-facing and internal communication skills.
• Solid organizational skills including attention to detail and multitasking skills.
• Strong working knowledge of Microsoft Office and project management software tools.

Competencies:
• Leadership and team management skills.
• Problem-solving and analytical skills.
• Ability to manage and influence stakeholders.
• Strong negotiation skills.
• High level of initiative and proactive approach.
• Strategic thinking with a focus on long-term business objectives.