Project Manager, Small Business Underwriting

JOB DESCRIPTION

Essential Duties & Responsibilities

Performs a combination of duties in accordance with departmental guidelines :

Leads the end-to-end management of large-scale projects, driving initiatives from ideation through execution and post-implementation analysis, including effectiveness review and return on investment measurement.

Develops, implements, and measures annual and reoccurring processes for Small Business in connection with Small Business Leadership.

Creates and manages essential reporting functions, including annual budgeting and forecasting of key events and meetings for internal and external engagements.

Partners with marketing, event management, and sales team members to develop print and digital collateral, sales incentives, Agency Council, and industry surveys for advancing small business, incorporating continuous feedback, and driving brand recognition. Measures implementation and outcomes to ensure a return on investment.

Acts as a liaison between management, marketing, technical staff and others in the enterprise, to understand business issues and develop and recommend the most cost-effective solutions.

Conducts ongoing competitive intelligence and market research to identify emerging trends and opportunities, enabling the Small Business team to proactively develop initiatives that enhance relevance and differentiation in the marketplace.

Maintains enterprise relationships to understand people, processes, and procedures; connect small business with the enterprise and identify shared resource opportunities.

May perform additional duties as assigned.

Reporting Relationship

Typically reports Director or above

Skills, Knowledge & Abilities

Strong knowledge of project management principles and project leadership skills.

Knowledge of the insurance industry as well as the organization's strategies, goals, and business objectives.

Strong analytical and problem-solving skills.

Excellent organizational skills including ability to independently prioritize, coordinate and manage multiple projects and stakeholders.

Ability to prepare and interpret financial and statistical reports.

Ability to exercise independent judgement and to make critical business decisions effectively.

Good communication, interpersonal and presentation skills both verbal and written.

Strong computer skills including Microsoft office suite and other business related software.

Education & Experience

Bachelor's Degree preferred or equivalent experience.

Typically, a minimum of five years project related experience plus three years project management or analytic experience.