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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in program and portfolio management, including governance, integration operating models, and operational improvement initiatives. Proven ability to lead cross-functional teams, manage complex projects, and communicate effectively with executive stakeholders.
Highest-signal resume keywords
Program ManagementPortfolio ManagementPMP CertificationInsurance Sector ExperienceProject Management Tools
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Program LeadershipGovernance ManagementIntegration Operating ModelOperational ImprovementProject Management MethodologiesRisk ManagementStakeholder CommunicationVendor ManagementChange ControlCross-Functional Program Management
Soft Skills
Excellent Communication SkillsLeadershipOrganizational SkillsAnalytical SkillsTeam Development
Tools & Technologies
Monday.comJiraNotionMS Office
Certifications & Qualifications
PMPPgMP
Industry Keywords
Insurance SectorMGAMGUProgram LaunchesCarrier TransitionsPolicy Administration SystemsM&A Transactions
Tech Stack
Tools & technologiesPMP
About the role
Key responsibilities & impact- Lead all aspects of portfolio and program lifecycle management, including intake, planning, execution, governance, vendor management, stakeholder communication and reporting
- Own governance and success of new program launches, carrier and platform transitions, acquisition integrations and operational improvement initiatives
- Run governance cadence across internal teams, external partners and executive stakeholders
- Ensure every program has a named project lead, current status, active risk and issue log, and clear plan to steady state
- Lead executive-level portfolio reviews
- Define and own the integration operating model, including phases, decision gates, roles, responsibilities and escalation paths
- Develop standardized playbooks, templates, SOPs and governance artifacts
- Establish tooling and documentation standards for the project management team
- Clarify PMO collaboration with Operations, Product and Technology
- Recruit, develop and lead a growing team of project managers
- Personally project-manage priority programs while building the team
- Lead planning sessions, timelines, decisions, handoffs and workstream coordination
- Own change control for vendor-delivered programs and manage external delivery partner scope and cost
- Monitor milestones, identify delays, adjust plans and report delivery performance to executive stakeholders
- Partner with Operations on testing and operational readiness
- Define and enforce phase exit criteria and document handoffs to segment and operations leaders
- Support transition into steady-state support and continuous improvement
- Advise executive leadership on operations, delivery and organizational design
- Lead or sponsor operational improvement initiatives
- Capture lessons learned and improve delivery practices and integration playbooks
Requirements
What you’ll need- Bachelor’s degree in Business Administration, Project Management, or a related discipline
- PMP, PgMP or equivalent certification preferred
- 10+ years of program or project leadership, including experience leading a PMO or a multi-program portfolio
- Experience building or maturing a PMO or delivery function, including operating model, playbooks, governance and team
- Prior experience in the insurance sector strongly preferred, specifically within an MGA or MGU, including program launches, carrier transitions and policy administration system implementations
- Proven experience leading business integration for new programs and/or M&A transactions, including the end-to-end stand-up lifecycle
- Experience managing external consulting, systems integrator or vendor delivery resources
- Experience managing complex, cross-functional programs involving multiple business units and external third parties
- Excellent written and verbal communication skills; able to convey complex delivery status clearly to executive audiences
- Highly skilled in organizing and leading steering committees and executive project reviews
- Comfortable being hands-on and personally managing projects alongside leading a team
- Proficient in project management and collaboration tools, including Monday.com, Jira, Notion and MS Office
- Comfortable adopting AI-assisted ways of working
- Strong documentation and analytical skills; able to translate strategy into actionable plans
- Ability to lead distributed teams and manage programs across multiple states and locations
- Ability to travel up to 25% of the time
Benefits
Comp & perks- Competitive compensation and comprehensive benefits
- Year-round social and community events
- Ongoing mentorship and professional development
- Endless opportunities for upward mobility
- Collaborative, results-driven environment
- Hybrid work schedule
