Project Manager

Responsibilities

• Lead process improvement initiatives including managing the day-to-day aspects of projects (i.e. stakeholder alignment, status communication, metric reporting, next steps, and task management.)
• Lead internal and external meetings to maintain communication between stakeholders, clients, vendors, and other involved participants.
• Report project progress to agency leadership, project leadership, and project team members.
• Execute and maintain process documentation (i.e. project trackers, process mapping, communication tools, etc.)
• Learn, pilot and/or implement new project management tools, software, methods, and techniques.
• Manage KPIs and reporting capabilities of projects (i.e. labor hours, financial trends, agency consistencies) ensuring they are tracked for use in future quoting and resource planning.
• Manage multiple concurrent projects and maintain highly organized logistical control.
• Work with business owner, IT/Tech, and vendors to install, test, and measure success of implemented systems.
• Establish and maintain business relationships with appropriate business partners, both internal and external.
• Solicit project feedback, analyze, and continuously improve project management processes.
• Maintain complete understanding of cross-disciplinary requirements and project roles to ensure project deadlines are met or improved.
• Ensure processes are well documented and easily accessible to team members.
• Collaborate with the Tech & Data team on intake, prioritization, and delivery of AI initiatives.
• Follow department and agency defined processes, procedures, and workflows.
• Utilize the agency management system for daily activities, documentation, and assigned tasks.
• Review, update, and help develop processes and workflows as needed.
• Ensure compliance with agency processes, confidentiality standards, and quality metrics.
• Engage in ongoing professional development through internal learning and training.
• Effectively use MS Office, standard office applications, and other technologies.
• Skillfully use AI tools (Copilot, ChatGPT, etc.) to aid work and efficiency.
• Work effectively with all team members, provide backup support, and contribute to team collaboration.
• Demonstrate alignment with our purpose, values, and culture.

  Qualifications

  • 5+ years of experience in process improvement, business analysis, project management; or an equivalent combination of education and experience.
  • A high school diploma or equivalent required; college degree preferred (if applicable).
  • A Project Management or Process Improvement designations or certifications preferred.
  • Project Management and/or business experience of insurance agency marketplace preferred.

    About the role

    The Project Manager, plays a key role in the Smith Brothers Project Management Office to help us optimize our business for all stakeholders. This role manages and executes project tools and methodologies (PMP, Six-Sigma, LEAN) to lead, facilitate, and support cross-functional teams to improve and redesign operational processes critical to our strategic priorities – Profitable Growth, Client Experience and Great Place To Work. This position supports the organization's efforts to implement best practices, standards, and governance for project management across our agency.