Project Leader

This is a fully remote position, open to applicants in United States.

📋 Description

• Provides leadership and direction to a project team responsible for reviewing complex insurance products, underwriting, and associated practices.

• Ensures that both individual and team tasks are completed accurately and in a timely manner.

• Develops project scopes and identifies subsequent steps for assigned initiatives.

• Collaborates with management to create reporting and analytics.

• Works alongside field management and the team to design and improve dashboards.

• Summarizes findings at the agent level and presents results to management.

• Analyzes cost/benefit across product features and underwriting practices to ensure or enhance profitability optimization.

• Engages in meetings with agents and managers to share results.

• Collaborates with Internal Audit on confidential and special projects as well as employee investigations.

• Conducts analyses to uncover underlying trends and opportunities for improvement, providing findings and recommendations to management.

• Develops policies and procedures related to the audit process as necessary.

• Reviews underwriting reporting budgets and assesses cost-benefit analyses.

• Conducts trials to evaluate opportunities for new vendor solutions to assess cost/benefit and potential optimization across products and underwriting.

• Undertakes special projects as needed and may guide others involved in the project.

⛳️ Requirements

• Bachelor's degree in Business Administration, Insurance, Technology, or a related field.

• Experience conducting comprehensive internal quality audits and documenting findings.

• Ability to build consensus among managers from various areas.

• Skilled in researching company procedures and guidelines as well as industry best practices.

• Proficient in analyzing operations, evaluating audit findings, developing conclusions, and conducting closing meetings.

• Capable of analyzing problems to pinpoint causes.

• Experienced in applying advanced auditing tools and techniques.

• Adept at identifying trends and assessing potential impacts.

• Effective in working under pressure.

• Experienced in assessing fraud potential and making appropriate referrals for investigation.

• Capable of achieving stated objectives within designated timeframes.

• Strong analysis and problem-solving skills.

• Proficient in project planning and management.

• Knowledgeable in risk assessment and root cause analysis.

• Experienced in auditing, consulting, and evaluating insurance processes.

• Familiarity with insurance policy provisions and coverage terminology.

• Knowledgeable about insurance laws and regulations.

• Understanding of underwriting quality standards.

• Proficient in rating and underwriting accuracy.

• Knowledgeable in quality audit techniques and internal control concepts.

• Familiar with descriptive statistics.

• Knowledgeable about audit sampling theories.

• Experienced in investigation techniques.

• Skilled in negotiation techniques.

• Proficient in advanced root cause analysis techniques.

• Familiar with quality concepts and conventions, such as Six Sigma, Total Quality, continuous improvement concepts, Quality Function Deployment, and LEAN.

• Knowledgeable in internal controls.

• Proficient in Microsoft Office applications (e.g., Word, Excel, PowerPoint, and Access).

• Experienced with Google Cloud Platform Dashboards.

🏝️ Benefits

• Multiple medical plan options, including eligibility for HSA.

• Coverage for prescription drugs.

• Dental and vision benefits available.

• Employee Assistance Program (confidential support services).

• Company-funded basic life insurance.

• Optional supplemental life insurance and dependent coverage.

• Short-term and long-term disability coverage.

• Options for critical illness, accident, and pet insurance.

• 401(k) plan designed to support long-term financial goals.

• Automatic 3% deferral upon eligibility; employees can contribute 1% to 50% of eligible earnings, either pre or post tax.

• Company matches 50% of employee contributions up to 6% of pay.

• Immediate vesting in the company match.

• Additional company contribution of 4% of pay each pay period into your account; 100% vested after three years of service.

• Paid Time Off (PTO) accrues based on tenure, available after 90 days of employment.

• Full-time new employees are entitled to up to 12 PTO days annually.

• Paid Holidays: Full-time employees are eligible for 10 company-paid holidays each year.

• Paid leave programs available, including parental, bereavement, jury duty, and military leave.

• Tuition assistance up to $5,250 annually; 80% covered by ACG.

• Support for professional certification with 100% reimbursement for eligible programs.

• Complimentary AAA membership, including roadside assistance and travel discounts.

• Adoption assistance program available.