Portfolio Manager

Summary

Join IMG, a leading international medical insurance company, as a Portfolio Manager within the Products and Compliance Department. Lead and develop products sold by the enterprise, reviewing and analyzing various products including IPMI, Corporate Insurance, and Assistance services. You will review competitor products, pricing, and benefits, providing input to develop and track product alterations. Collaborate with other departments to define updates to benefits, certificate wordings, and processes. Manage the enterprise product calendar, new products, and communication with various departments. Draft Business Requirements Documents, track changes, and communicate final product outcomes, ensuring adherence to standard operating procedures. Manage collected data for future reference and comparison. This role involves significant interaction with EPMO, BI, Operations, Underwriting, Claims, Sales, Legal, and Marketing departments.

Requirements

• Minimum (5) Years’ Experience in Claims Examining, Underwriting, Insurance Sales, Insurance Benefits, Project Management, or relevant experience
• Strong verbal, written, and interpersonal communication skills required
• Demonstrated knowledge of Microsoft Office Suite applications (Word, Excel, Outlook, SharePoint, Teams etc.)
• Ability to analyze information and Problem-solving skills
• Customer focus – ability to write and review content with a customer-focused approach
• Knowledge of FDA Health and HIPAA Regulations or relevant insurance regulations
• General math skills
• Statistical analysis skills – review and analyze data and provide comparison information

Responsibilities

• Lead implementations of high strategic importance from pre-sales support through post launch optimization, with limited management oversight
• Identify and escalate potential implementation risks
• Manage both client and internal communication and exception processes associated with mitigating those risks properly and proactively
• Manage projects through all phases of the life cycle, including project initiation, requirements, design, testing, implementation and post implementation review
• Ensure that communication plans are documented and completed for new product launches
• Monitor the status of specific project dependencies related to the project incorporating such constraints into the plan
• Identify and collaborate to prioritize, mitigate and communicate project risks
• Working with marketing and design to create product collateral to support product implementation activities, creating internal guides for platform implementations for different partner use cases, and maintaining the source of truth on how each partner is integrated into the platform
• Determines appropriate benefits by studying provisions of Policy, Certificate or Plan Documents
• Maintain the Corporate Product Calendar
• Draft Business Requirements for Product Updates and Developments
• Set meetings to kick off the product update or development process
• Reviews documents from a variety of perspectives to assist Sales with clear and concise materials for the marketplace
• Assists with legal compliance by following company policies, procedures, guidelines, as well as state and federal insurance regulations

Preferred Qualifications

• Project management or similar experience with ability to balance priorities and consistently meet deadlines
• High attention to detail and the ability to remain organized
• Ability to comprehend contracts and documents
• Leadership or management skills

Benefits

• Comprehensive benefits package including Medical/RX/Dental/Vision insurance
• 401k Plan with company match
• Paid Time Off and Company Paid Holidays
• Free employee parking
• On site fitness center
• Casual dress environment
• Tuition reimbursement plan