Brokerage Program Coordinator III

Job Summary

• Responsible for completing assigned tasks in support of Program Management for an assigned business unit.
• Assigned tasks include assisting with the development of project plans and status reports, coordination of project meetings, and communication among the project teams. 'This role requires less direction from other levels when compiling status reports, communicating status, and reviewing compliance against pre-set standards. Leads project work streams and deliver presentations.

Essential Job Functions

• Provide project planning, scheduling, and reporting support to the project team. Provide support during the Project Planning Phase including the development of Project Plans, Scope, and/or CAP. Gather project plan details from the project management team and assemble into a project plan. Develop and maintain the project staffing plans, actively working out issues in the plan. Develop and maintain project reports as assigned: e.g., weekly project status reports, resource planning reports, risk management reports, and other management reports as required.
• Maintain project tracking logs, e.g., actions, issues, minutes, anomalies, PSTs, problems, change, and risk. Schedule, coordinate, and lead meetings/workshops for project team. Develop and present Project Presentation Materials.
• Communicates project management information between internal and external stakeholders as required. Assist the Program Manager by monitoring compliance to business unit and/or enterprise standards and procedures.
• Also, assists and supports leaders by monitoring project budget and schedule. Performs other duties as assigned.

Physical Actions

• Sits or stands for extended periods of time, up to a full work shift. Occasionally reaches overhead and below the knees, including bending, twisting, pulling, and stooping. Occasionally moves, lifts, carries, and places objects and supplies weighing 0-10 pounds without assistance. Listens to, interprets, and differentiates auditory information (e.g. others speaking) at normal speaking levels with or without correction. Visually verifies and reads information. Visually locates material, resources and other objects. Ability to continuously operate a computer for extended periods of time, up to a full work shift. Physical dexterity sufficient to use hands, arms, and shoulders repetitively to operate keyboard and other office equipment up to a full work shift.

Physical Environment

• This position operates in an open office working environment which will include normal and customary distractions, noise, and interruptions.

Education Requirements

• High school diploma or equivalent required. Bachelor’s degree preferred.

Experience Requirements

• Carrier / Account Management experience preferred.
• 2-6 years experience associated with project planning and execution.
• 3 years experience in marketing, sales, or business development required.
• Insurance industry experience preferred.