About This Role
This role is for an experienced Life and Annuity Manager to lead and manage complex initiatives across the life insurance and annuity landscape. The candidate will bring deep domain expertise in life and annuity products and a strong understanding of the Third-Party Administrator (TPA) ecosystem. The role demands a seasoned professional with proven project management expertise, capable of driving end-to-end delivery across cross-functional teams, vendors, and client stakeholders.
Responsibilities
- Develop comprehensive project plans for life and annuity projects, including scope, timelines, resources, and budgets
- Define project objectives and deliverables
- Develop and maintain project plans using project work breakdown structures, product backlogs, sprint backlogs, project and program charters, scope definition, schedules, and resource requirements
- Leverage expertise in life insurance and annuity products to guide project requirements, design, and implementation
- Manage cross-functional team members and subject matter experts, including definition of objectives, oversight of execution and evaluation of performance
- Serve as the primary point of contact for stakeholders, including internal teams, clients, and vendors
- Provide regular updates on project status and address any issues
- Ensure all projects adhere to industry regulations, standards, and company policies
- Identify potential risks specific to life and annuity projects and develop strategies to mitigate them
- Monitor and manage project budgets, ensuring cost-effectiveness and alignment with financial goals
- Oversee the quality of project deliverables to ensure they meet industry standards and client expectations
- Maintain detailed project documentation, including plans, reports, and change requests
- Lead and motivate project teams, ensuring alignment with project goals and fostering a collaborative work environment
- Provide thought leadership and deliver business insights to identify and resolve complex issues critical to clients’ success
- Address and resolve project-related issues and challenges in a timely and effective manner
- Lead the implementation of AI initiatives aligned with business objectives
- Identify opportunities for AI-driven automation and analytics within ongoing projects
- Collaborate with data science and engineering teams
- Ensure AI solutions are integrated seamlessly into existing platforms and workflows such as LifePRO, LDS, portals, and operations systems
Requirements
- BS degree
- 5-10 years of experience managing technology projects
- Proven experience as a Delivery Manager with a focus on life insurance and annuity products implementation and TPA operations
