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Project Coordination Specialist

2 months ago

Alpharetta, Georgia, United States Oakbridge Insurance Agency LLC Full time
Job Overview

Project Management Associate

The Project Management Associate plays a pivotal role in strategizing, coordinating, and executing projects while adhering to established budgets, timelines, and project specifications. This individual will adeptly monitor project advancements and communicate updates effectively to essential stakeholders, clients, and team members. The position also entails collaboration with carrier relations, managing licensing for new employees, and scheduling appointments for M&A (Mergers and Acquisitions) initiatives. The ideal candidate will exhibit exceptional organizational and communication abilities, with a proven capacity to juggle multiple projects concurrently and guarantee successful project outcomes.


Key Responsibilities:

  • Carrier Relations:
    • Collaborating with Carrier IT departments to resolve download issues.
    • Establishing carrier logins for both new and existing personnel.
  • M&A Integrations:
    • Engaging with carriers regarding new acquisitions.
    • Monitoring each phase of the integration process utilizing Smartsheet or other project management tools.
  • Licensing Coordination:
    • Supporting the onboarding process for new hires by collecting licensing information and submitting it to our TPA.
    • Facilitating licensing transactions with carriers.
  • Appointment Management:
    • Assisting in the appointment of new hires with our primary carriers.
    • Ongoing maintenance of appointments, including the termination of former employees.
  • Additional Responsibilities:
    • Handling further integration tasks associated with new acquisitions, such as vendor contracts and lease agreements.
    • Managing other assigned projects as necessary.

Job Requirements:

  • Outstanding communication skills.
  • A proactive attitude and eagerness to learn and develop.
  • Experience in engaging with and presenting to senior leadership.
  • Exceptional verbal and written communication capabilities.
  • Strong time management skills with a proven ability to multitask.
  • High effectiveness in leading cross-functional teams.
  • Robust verbal, written, and organizational skills.
  • Proficiency in Microsoft Office applications.

Preferred Education/Experience:

  • Previous experience in the insurance sector.
  • Bachelor's degree.

About Oakbridge Insurance Agency

Oakbridge Insurance Agency is a modern insurance and risk management firm dedicated to transforming and enhancing industry practices.

With a legacy spanning over a century, the founding firms of Oakbridge have collaborated in various communities across the Southeast, fostering similar cultures and best practices while earning mutual respect within the industry. They envisioned a transformative approach to insurance, culminating in the establishment of Oakbridge Insurance Agency. Since embarking on this innovative journey, we have welcomed additional partners who align with our vision, embody our core values, and uphold our commitment to ethical practices.

Our most valuable asset is our workforce. We provide a supportive and adaptable work environment along with comprehensive benefits tailored to meet the needs of our employees and their families. Our benefits package includes a 401k plan with immediate participation, company matching, and full immediate vesting. We also offer company-paid benefits such as life insurance and both short- and long-term disability coverage. Our health insurance plan is robust, complemented by various supplemental voluntary options.

Oakbridge Insurance is an equal opportunity employer, committed to fostering diversity and inclusion within the workplace. We strictly prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as defined by applicable laws.

This policy is applicable to all employment practices within our organization, including hiring, recruitment, promotion, termination, layoffs, recalls, leaves of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs.

For more information, please visit our website.