Job Description
Key Responsibilities:
Project Planning & Execution:
- Develop detailed project plans, including scope, timelines, and resource allocation.
- Lead projects from initiation to completion, ensuring alignment with business objectives.
- Leverage Customer Communication Management (CCM) tools such as OpenText Exstream, SmartCOMM, or Quadient Inspire to plan, track, and optimize communication and document generation workflows.
Stakeholder Management:
- Act as the primary point of contact for project stakeholders, including clients, team members, and senior management.
- Communicate project goals, progress, and risks effectively to all stakeholders.
- Ensure consistent and compliant customer communications using CCM tools across business units.
Risk Management:
- Identify potential project risks and develop mitigation strategies.
- Monitor and control project risks to minimize impact on project delivery.
Financial Management:
- Manage project budgets, including cost forecasting and reconciliation.
- Ensure projects are delivered within budget and financial constraints.
Team Coordination:
- Coordinate with cross-functional teams, including IT, business analysts, and operations.
- Resolve resource and scheduling conflicts in a matrixed organization.
- Collaborate with CCM platform teams to ensure seamless integration of communication templates, content updates, and delivery processes.
Process Improvement:
- Implement process improvements using methodologies like Six Sigma to enhance project efficiency and success.
- Drive automation and communication workflow optimization through CCM solutions to improve accuracy, turnaround, and compliance.
Client Interaction:
- Maintain and build relationships with insurance companies and clients.
- Negotiate and manage quotes, binders, endorsements, and renewals for existing customers.
- Oversee client-facing communications via CCM tools to ensure accuracy, compliance, and brand consistency.
Qualifications:
- Minimum of 10 years of project management experience in the Banking & Finance industry.
- Proven experience in project coordination, PMO support, or similar back-office project management roles.
- Hands-on experience with Customer Communication Management (CCM) tools such as OpenText Exstream, SmartCOMM, Quadient Inspire, or similar.
- Strong technical understanding of document composition, output management, and communication workflows.
- Bachelor’s degree in Business, Insurance, or a related field.
- PMP, PgMP, or Scrum Master certification preferred.
- Strong understanding of industry processes, regulations, and market trends.
- Excellent communication, leadership, and organizational skills.
- Proficiency in project management and program tools (e.g., Microsoft Project, JIRA, Rally).
Key Competencies:
- Strategic thinking with a focus on delivering business value.
- Ability to work under pressure and meet tight deadlines.
- Adaptable and flexible in a rapidly changing environment.
- Strong leadership and team-building abilities.
- Analytical mindset with the ability to align CCM tools and technologies to business goals.