National BI Partnerships Project Manager

Company:

Description:

The National BI Partnerships Project Manager serves as a critical operational and strategic partner to the national Business Insurance partnerships team. This role 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 teams strategic priorities.

This individual is a highly organized self-directed professional who thrives in a complex fast-moving environment and can balance multiple concurrent workstreams without sacrificing quality or attention to detail.

Business Insurance Partnerships & Engagement

• Coordinate speakers presentation materials and agenda for Strategic Marketing calls leadership summits and partner-facing meetings.

• Distribute meeting recaps action items and replay links to all relevant participants in a timely manner following each engagement.

• Maintain and continuously update distribution and contact lists across carriers wholesalers and internal stakeholders.

• Post and refresh content on the Colleague Portal to ensure carriers and field colleagues have access to current relevant materials.

• Develop and maintain a recurring content calendar to ensure consistent carrier and colleague-facing communications.

• Serve as the point of contact for internal colleagues seeking guidance on partnership programs escalating complex matters appropriately.

Project Management & Program Operations

• Support and help administer the Business Insurance Medallion Program tracking enrollment compliance and performance metrics.

• Manage organizational infrastructure for the MMA National Partnerships team including contracts workflows and production reporting.

• Facilitate internal and external meetings including logistics scheduling preparation of agendas and participant communications.

• Track project milestones across all active initiatives proactively flagging risks and delays to leadership.

• Build and maintain a centralized project tracker (e.g. in Smartsheet Asana or Excel) to provide real-time visibility into workstream status.

• Lead post-project retrospectives to identify process improvement opportunities and document lessons learned.

Carrier & Wholesale Partner Support

• Support the coordination of RFP processes including document collection comparative tracking and deadline management.

• Assist in preparation of carrier and partner-facing presentations scorecards and performance reviews.

• Maintain a master repository of carrier and partner agreements program documents and key deliverables.

Data Reporting & Analytics

• Compile and distribute regular production and performance reports for leadership review drawing from internal systems including agency management platforms and CRM.

• Support development of program dashboards to track KPIs such as Medallion program carrier engagement scores and RFP pipeline activity.

• Identify trends or anomalies in reporting data and surface actionable insights to the leadership team.

Wed love to meet you if your professional track record includes these skills:

• 35 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.

Skills & Competencies

• 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).

• Bachelors degree in business Finance Communications or a related field required.

These additional qualifications are a plus but not required to apply

• Project Management Professional (PMP) certification or equivalent is a plus but not required.

• Remote Work

• Occasional travel may be required to attend team summits carrier meetings or industry events.

• This role operates in a fast-paced collaborative environment that values initiative follow-through and continuous improvement.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources professional and personal development opportunities and fulfillment through meaningful work.

Some benefits included in this role are:

• Generous time off including personal and volunteering

• Tuition reimbursement and professional development opportunities

• Hybrid work

• Charitable contribution match programs

• Stock purchase opportunities

To learn more about a career at MMA check us out our website or flip through recruiting brochure.

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Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds heritages and perspectives of our colleagues and clients. We are always seeking those with ethics talent and ambition who are interested in joining our client-focused teams.

Marsh McLennan is committed to embracing a diverse inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background disability ethnic origin family duties gender orientation or expression marital status nationality parental status personal or social status political affiliation race religion and beliefs sex/gender sexual orientation or expression skin color veteran status (including protected veterans) or any other characteristic protected by applicable law. If you have a need that requires accommodation please let us know by contacting

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