Role Overview

- The Project Manager serves as a strategic execution partner to a Producer, supporting a growing book of business by driving organization, prioritization, and follow-through across client and internal initiatives. This role is designed to create leverage—ensuring day-to-day workflows run smoothly, deadlines are met, and client needs are proactively addressed—so the Producer can focus on business development, relationship management, and strategic growth.

- The Project Manager works closely with Account Managers, Analysts, and other internal stakeholders to coordinate work, manage timelines, and improve execution across multiple concurrent projects. This is a highly visible role that requires strong judgment, communication skills, and the ability to operate independently while maintaining close partnership with a senior leader.

Essential Duties & Responsibilities

Producer Partnership & Execution

· Partner closely with a Producer to support and execute against a growing and complex book of business

· Act as a right-hand partner by helping prioritize, organize, and manage day-to-day workflows and key initiatives

· Translate strategic goals into actionable plans, timelines, and deliverables

· Ensure deadlines, client commitments, and internal deliverables are consistently met

· Proactively identify risks, gaps, and opportunities to improve execution and service delivery

Project Management & Coordination

· Own and track timelines across multiple client-facing and internal projects simultaneously

· Coordinate work across Account Managers, Analysts, and other internal stakeholders to drive projects forward

· Maintain visibility into open items, next steps, and dependencies; ensure timely follow-up

· Support special projects, including client events, internal initiatives, and cross-functional efforts

· Facilitate internal alignment through regular check-ins, status updates, and action-item tracking

Client & Business Support

· Support preparation and coordination for key client meetings, renewals, and deliverables

· Assist with development and organization of presentations, materials, and meeting agendas

· Help manage client communications, follow-ups, and internal escalation as needed

· Leverage project management and CRM tools (e.g., Salesforce) to track progress, tasks, and key touchpoints

· Stay current on internal tools, templates, and processes that drive efficiency and consistency

Process Improvement & Operations

· Continuously evaluate and refine workflows to improve efficiency and reduce friction

· Support internal reporting, tracking, and planning efforts as needed

· Contribute to team-wide initiatives, best practices, and operational improvements

· 3–7+ years of experience in project management, operations, consulting support, or a similar professional services environment

· Experience in employee benefits, insurance, consulting, or related professional services preferred

· Strong organizational and prioritization skills with the ability to manage competing demands

· Ability to operate independently while partnering closely with a senior stakeholder

· Strong communication skills with the ability to build trust and credibility across teams

· Detail-oriented with strong problem-solving and follow-through capabilities

· Comfortable managing ambiguity and adapting priorities in a fast-paced environment

· Proficiency in Microsoft Office (Excel, PowerPoint, Outlook); experience with CRM or project management tools a plus

· Comfortable leveraging AI-enabled tools (e.g., Microsoft Copilot and future AI technologies) to improve efficiency, organization, and quality of work, including drafting, summarization, analysis, and workflow optimization

Why This Role Matters

- This Project Manager role is highly impactful—supporting Producers, clients, and internal teams alike. By bringing structure, discipline, and proactive coordination to complex workflows, the Project Manager enables stronger client experiences, more consistent execution, and scalable growth for the business.