Chief of Staff to the CTO
Bonterra
Job Level
Senior
About the role
- Lead and manage complex initiatives across the life insurance and annuity landscape within TPA ecosystems.
- Develop comprehensive project plans including scope, timelines, resources, budgets, work breakdown structures, product backlogs, sprint backlogs, and project charters.
- Manage cross-functional team members, subject matter experts, vendors, and client stakeholders; serve as primary point of contact for stakeholders.
- Ensure regulatory compliance and adherence to industry standards and company policies.
- Identify and mitigate project risks specific to life and annuity projects.
- Monitor and manage project budgets and oversee quality assurance of deliverables.
- Maintain detailed project documentation including plans, reports, and change requests.
- Lead and motivate project teams, provide thought leadership, and resolve complex issues.
- Lead implementation of AI initiatives: identify opportunities for AI-driven automation and analytics, collaborate with data science and engineering teams, and integrate AI into platforms such as LifePRO, LDS, portals, and operations systems.
Requirements
- Must have BS degree and 5-10 years of experience managing technology projects. Agile/Scrum certification and/or PMI certification preferred.
- Proven experience as a Project Manager with a focus on life insurance and annuity products implementation and TPA operations.
- Demonstrated success in managing complex projects in the insurance industry.
- Strong project management, leadership, and communication skills.
- Proficiency in project management software and tools.
- In-depth understanding of life insurance and annuity products, industry regulations, and best practices.
- Experience working within TPA operating models, managing system integrations, platform upgrades, and implementing digital and AI-based initiatives.
- Excellent communication and interpersonal skills.
- Strong problem-solving abilities and analytical thinking.
- Ability to work in a team and collaborate with different departments.
- Strong organizational skills and attention to detail.
