Senior Insurance Project Manager

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.

Section 1: Position Summary

Effectively manage projects demonstrating the ability to understand the technical aspects of the business, organize, create and execute project plans, and manage scope, timing and deliverables of the project with successful results.  Requires highly refined analytical, communication, facilitation skills, strategic thinking, project management and leadership abilities.

Section 2: Job Functions, Essential Duties and Responsibilities

• Work closely with senior management to develop metrics dashboard to better measure operational and financial performance.
• Work closely with senior management to develop and maintain key performance indicators.
• Assist with collection of periodic client data for management metrics reporting.
• Work with key managers to improve the collection, storage and usage of client data in conjunction with IT.
• Identify and execute improvements to automate, streamline and enhance current processes that involve data usage in BOLI / COLI and across the business.
• Partner with IT on system integration projects.
• Assist with database projects including but not limited to DCA, Oracle and Chorus.
• Assist with client vendor management process across Newport.
• Prepare ad-hoc analyses as needed to support Senior Management decision making.
• Proactively identify opportunities for process improvement and implementation of solutions.
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• Assists with client projects, data management and other projects as needed.

Supervision

• N/A

Section 3:  Experience, Skills, Knowledge Requirements

• Bachelor’s Degree or equivalent work experience.
• 10+ years of project management experience within the financial services, recordkeeping or similar field of work preferred. Application of agile methodologies required.
• Strong working knowledge of Microsoft Office tools (knowledge of Chorus, Salesforce and / or Dynamic CRM is a plus).
• Excellent verbal and written communication skills.
• Excellent organizational skills including attention to detail and multitasking skills.
• Strong interpersonal skills to lead large-scale initiatives through collaboration with internal & external clients and vendors.
• Exceptional critical thinking skills.
• Demonstration of empathy, flexibility, curiosity, and willingness to learn.
• Strong ability to work in a time sensitive environment while managing multiple, large-scale initiatives. 
• Familiar with insurance concepts, practices and procedures.
• Must be able to apply understanding of the business to identify risks and proactively work to resolve issues from a business, process and system perspective.  Ability to work through the financial and technical implications to find optimal solutions.
• Ability to critically think and add value while being responsive to associates, carriers, partners, consultants and/or clients.
• Must take ownership and initiative to ensure expectations are met, including follow through, follow up, and understanding when and how to involve others.

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

We are proud to be an Equal Opportunity Employer

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.