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National CL Project Manager


Remote- United States

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General Job Description:  Oversees the planning, implementation and tracking of specific short-term & long-term projects, which have a beginning, an end and specified deliverables

Responsibilities:  The Project Manager performs a wide range of duties including some or all the following as it relates to planning, managing, implementing, monitoring & evaluating the project:

·         Manage projects, as assigned, supporting Commercial Lines Technical Resources Top Priorities

·         Define the scope of the project in collaboration with the CL National Operations Manager

·         Create a detailed work plan which identifies and sequences the activities needed to successfully complete the project including timeframe for completion

·         Determine resources needed for projects

·         Determine objectives and measures the project will be evaluated against, at its completion

·         Manage the project according to established CL Technical Resources Best Practices

·         Execute the project according to the project plan

·         Develop records to document project activities

·         Evaluate the outcome of the projects as established during the planning phase

·         Establish a communication schedule to update appropriate audience on the project’s progress

·         Meet with National CL Operations Manager on a regular basis to review the status of the project schedule and timetable

·         Adhere to CL Best Practices, Workflows, Core Values and Risk Management Program

·         All other projects assigned by the National CL Operations Manager

Knowledge, Skills, Abilities:

·         10 years’ experience in Commercial Property & Casualty Insurance Agency along with comprehensive understanding of all Property & Casualty insurance coverages.

·         High School Graduate.  College degree preferred, but not required.

·         In depth knowledge of agency management system functionality, workflow procedures, underwriting, sales and service processes.

·         Ability to plan and instruct staff members on information appropriate to their job responsibilities.

·         Ability to creatively and proactively problem solve.

·         Ability to carry out complex tasks with many concrete and abstract variables. 

·         Must be comfortable with internet-based programs as well as knowledge of Microsoft office products.  Knowledge of Sagitta/ImageRight preferred, but not required.

·         Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy.

·         Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.

·         Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.  Ability to work in a team environment.

·         Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.

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