National BI Partnerships Project Manager

National BI Partnerships Project Manager is a role that owns the coordination, execution, and continuous improvement of key national initiatives — including the Medallion Program, carrier engagement, TPW relationships, and cross-functional projects — ensuring programs run on time, on scope, and in alignment with the team’s strategic priorities.

Requirements

• 3–5 years of relevant experience in insurance agency operations, P&C marketplace, financial services, or a comparable professional services environment.
• Insurance background preferred but not required — candidates with strong project management or operational finance backgrounds are encouraged to apply.
• Prior experience supporting senior leadership or a national/regional business unit strongly preferred.
• Familiarity with insurance wholesaler, carrier, or program business models is a meaningful differentiator.
• Exceptional organizational skills with the ability to manage multiple high priority workstreams simultaneously without loss of quality.
• Strong written and verbal communication skills; ability to synthesize complex information and communicate clearly to diverse audiences.
• High degree of autonomy and resourcefulness — able to drive answers independently across a wide range of systems and content areas.
• Proven ability to build and maintain professional relationships across internal teams and external partners.
• Proficient in Microsoft Office Suite with advanced skills in PowerPoint and Excel; comfortable learning new platforms quickly.
• Experience with CRM platforms (Salesforce preferred) and project management tools (Smartsheet, or similar).
• Bachelor’s degree in business, Finance, Communications, or a related field required.

Benefits

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities