National BI Partnerships Project Manager

Role Overview

• 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 team's strategic priorities.
• 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.
• 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.
• 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.
• 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.

Requirements

• 3–5 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.
• 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).
• Bachelor’s degree in business, Finance, Communications, or a related field required.

Benefits

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities