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
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