Project Coordinator

2 months ago


Irvine, California, United States Lockton Companies Full time

Job Summary:

Project Coordinator

Commercial Insurance

  • FLSA: Non-Exempt

    Assist CID Practice Leader and Operations Leader with the creation, implementation, and monitoring of strategic and tactical initiatives.
    Position responsibilitie

    • Continuous monitoring and management of initiatives, special projects, and practice goals through creation to completion

    • Identify, maintain, and build presentations that represent best work product by Vertical and/or practice group

    • Conduct research and collect, manage, and distribute data in useable format

    • Work with selected teams to create and develop relevant information to send to managers, service team, clients, and prospect

    • Assist with meeting and conference planning/preparation

    • Assist in the development and implementation of strategic initiatives for industry verticals, new product/service offerings, or market research

    • Communicate in a positive manner to contribute to a cohesive, pleasant work environment

    • Protect the confidentiality of information learned by performing the duties of the position

    • Attend position related seminars/classes, as required

    • Perform other work-related duties as assigned

Requirements:

Position qualification


• Bachelor's degree in a business-related program preferred, or equivalent education and/or experience required.


• Project Management Certification (PMP) preferred


• Property Casualty Insurance experience or knowledge preferred


• Proficiency in the use of Microsoft suite of products, including Power BI


• Strong attention to detail required


• High aptitude for accuracy in mathematical calculation


• Ability to compile, analyze, and interpret financial information and data to facilitate decision making


• Willingness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements for licensing


• Organizational and time management skills to prioritize workloads to meet time sensitive deadlines required. Must be results-oriented with the ability to change priorities as needed


• Must have above-average verbal, written, and interpersonal skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy


• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information


• Legally able to work in the United State

This job description is intended to indicate the general nature and level of work performed by Associates in the role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of Associates assigned to this role.



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