Project Manager – Senior Director

The Project Manager, Senior Director is a key leadership role responsible for overseeing and advancing the case management function within Winged Keel Group. The individual will work as a Project Manager ensuring opportunities close in a timely manner, and will be responsible for a team of 5-8 individuals consisting of 2 Project Managers, Directors and 3-6 Client Relationship Manager (CRM), Associates rotating through the Project Manager function as part of their two-year CRM training and development program.

Requirements

• 10+ years of experience in life insurance, financial services, or related project management functions.
• Strong technical knowledge of life insurance products, underwriting processes, carrier guidelines, and case design principles.
• Demonstrated leadership experience, including managing and developing teams.
• Exceptional written and verbal communication skills, with the ability to craft precise and professional communications for clients and advisors.
• High level of organizational skill, attention to detail, and ability to manage multiple priorities in a fast-paced environment.
• Proficiency with CRM/case management systems (Salesforce preferred), Microsoft Office Suite, and digital workflow tools.
• Bachelor’s degree required; advanced degree or professional designation (CLU®, ChFC®, CFP®, MBA, etc.) preferred.

Benefits

• Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.