Life Insurance Project Manager

2 days ago

Charlotte, North Carolina, United States Synergistic Systems Inc Full time

Our client, a large financial services organization, is seeking an experienced Project Manager to support operational workstreams related to a merger. This role will oversee detailed project planning for operations tasks, client communications (including endorsement mailings), administrative activities, and efforts associated with discontinuing annuity sales. The ideal candidate brings strong project management expertise along with hands-on experience in life insurance and individual annuity products and operations. This role includes coordination across multiple workstreams, with limited interaction at the C-suite level.

Key Responsibilities

Develop and maintain a detailed project plan encompassing all operational workstreams tied to the merger.

Track and coordinate activities related to client communication, including endorsement mailings and required notifications.

Support administrative and operational tasks associated with the discontinuation of annuity sales.

Organize project teams by assigning responsibilities, building schedules, and determining resource needs.

Create estimates for costs, resources, and effort associated with each project phase.

Monitor progress against project plans, ensuring tasks remain on schedule and within scope.

Provide clear and consistent status updates covering timelines, risks, budget considerations, and staffing.

Identify and assist in resolving issues or obstacles affecting project delivery.

Prepare and distribute regular project reports for stakeholders and leadership.

Qualifications

Proven experience managing projects across multiple operational workstreams.

  • Strong background in life insurance and individual annuity product operations (required).
    Ability to manage complex project schedules and coordinate cross-functional efforts.

    Strong organizational, communication, and problem-solving skills.

    Experience preparing project documentation, status reports, and updates for stakeholders.

    Ability to work independently while managing multiple priorities in a fast-paced environment.
  • Comfortable interfacing with leadership; however, this role requires limited C-suite engagement.

Flexible work from home options available.

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