Negotiable
Undetermined
Remote
Remote
Summary: The Life & Annuity Project Manager will lead strategic initiatives in the Life Insurance and Annuity domain, requiring extensive expertise in life and annuity products and project management. The role involves managing end-to-end project delivery, coordinating cross-functional teams, and ensuring alignment with business objectives. The ideal candidate will have a strong understanding of policy administration systems and experience with system integrations and digital transformation. This position is remote and requires a minimum of 12 years of experience.
Key Responsibilities:
- Lead and manage multiple Life & Annuity projects from initiation through implementation and post-production support.
- Collaborate with business stakeholders, technology teams, vendors, and client leadership to define project scope, objectives, and deliverables.
- Develop and maintain project plans, schedules, resource allocation, budgets, and risk management strategies.
- Drive projects involving:
- Policy Administration Systems
- New Business Processing
- Underwriting Rules and Workflows
- Post-Issue Processing
- Customer and Agent Portals
- Document Management Systems
- Policy Conversion and Migration Programs
- Operational Process Improvements
- Coordinate system integration efforts across internal and third-party platforms.
- Manage project risks, issues, dependencies, and change requests.
- Facilitate governance meetings, status reporting, and executive-level communications.
- Ensure projects are delivered on time, within budget, and aligned with quality standards.
- Support digital transformation initiatives, automation programs, and AI-enabled business solutions.
- Work closely with TPA partners and insurance carriers to ensure seamless project execution and operational alignment.
Key Skills:
- Bachelor's degree in Business, Information Technology, Insurance, Finance, or a related field.
- 10+ years of project management experience.
- 5+ years of experience in Life Insurance and Annuity operations and technology.
- Strong understanding of Life & Annuity products and policy lifecycle management.
- Experience working with Third-Party Administrators (TPAs) and insurance operations.
- Proven experience managing large-scale business and technology transformation initiatives.
- Strong knowledge of Agile, Waterfall, and Hybrid project delivery methodologies.
- Experience with project management tools such as Jira, Azure DevOps, MS Project, or similar platforms.
- Excellent stakeholder management, communication, and leadership skills.
Salary (Rate): undetermined
City: undetermined
Country: undetermined
Working Arrangements: remote
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
Detailed Description From Employer:
Job Title: Life & Annuity Project Manager
Location: Remote
Employment Type: Contract
Experience Required: 12+ Years
Job Summary
- We are seeking an experienced Life & Annuity Project Manager to lead and manage strategic initiatives across the Life Insurance and Annuity domain.
- The ideal candidate will possess deep expertise in life and annuity products, strong project management skills, and hands-on experience working within Third-Party Administrator (TPA) environments.
- This role requires a proven leader who can drive end-to-end project delivery, coordinate cross-functional teams, manage vendor relationships, and ensure alignment with business objectives.
- The candidate should have a strong understanding of policy administration systems, new business processing, underwriting workflows, document management systems, portals, policy conversions, and operational processes within the insurance ecosystem.
- Experience managing system integrations, platform modernization initiatives, digital transformation programs, and AI-driven solutions is highly desirable.
Key Responsibilities
- Lead and manage multiple Life & Annuity projects from initiation through implementation and post-production support.
- Collaborate with business stakeholders, technology teams, vendors, and client leadership to define project scope, objectives, and deliverables.
- Develop and maintain project plans, schedules, resource allocation, budgets, and risk management strategies.
- Drive projects involving:
- Policy Administration Systems
- New Business Processing
- Underwriting Rules and Workflows
- Post-Issue Processing
- Customer and Agent Portals
- Document Management Systems
- Policy Conversion and Migration Programs
- Operational Process Improvements
- Coordinate system integration efforts across internal and third-party platforms.
- Manage project risks, issues, dependencies, and change requests.
- Facilitate governance meetings, status reporting, and executive-level communications.
- Ensure projects are delivered on time, within budget, and aligned with quality standards.
- Support digital transformation initiatives, automation programs, and AI-enabled business solutions.
- Work closely with TPA partners and insurance carriers to ensure seamless project execution and operational alignment.
Required Qualifications
- Bachelor's degree in Business, Information Technology, Insurance, Finance, or a related field.
- 10+ years of project management experience.
- 5+ years of experience in Life Insurance and Annuity operations and technology.
- Strong understanding of Life & Annuity products and policy lifecycle management.
- Experience working with Third-Party Administrators (TPAs) and insurance operations.
- Proven experience managing large-scale business and technology transformation initiatives.
- Strong knowledge of Agile, Waterfall, and Hybrid project delivery methodologies.
- Experience with project management tools such as Jira, Azure DevOps, MS Project, or similar platforms.
- Excellent stakeholder management, communication, and leadership skills.