GENERAL PURPOSE OF THE JOB:
The Project Coordinator oversees the planning, implementation and tracking of specific projects, defining the beginning, end and specified deliverables. This role coordinates activities, maintains project documentation and planning tools, and serves as a collaborative counterpart for stakeholders.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Creates and maintains SharePoint (SP) site and documentation.
- Monitor/Maintain a detailed work plan and schedule for project which identifies and sequences the activities needed to successfully complete the project.
- Reviews the project schedule with management and all other staff that will be affected by the project activities; revises the schedule as required.
- Develop forms and records to document project activities, team processes, RACI chart, templates, etc.
- Sets up files to ensure that all project information is appropriately documented and secured.
- Monitors the progress of the project and troubleshoot and escalate as necessary to ensure the successful completion of the project.
- Create, Maintain and deliver key communication updates, resources, and documentation to stakeholders including appropriate staff in the organization on the progress of the project.
- Researches and acquires working knowledge of subject matter including new planning technology and tools
- Assists in the definition of project scope and objectives, involving all relevant stakeholders and ensuring technical feasibility.
- Handles basic issues and problems, refers more complex issues to higher-level staff.
- Performs other related work as assigned.
SUPERVISORY RESPONSIBILITIES:
Direct Reports: 0
General Description of Indirect Reports (2 and 3-downs): 0
EDUCATION AND/OR EXPERIENCE:
- Bachelor’s degree in business administration or related field of study; plus, a minimum of two (2) years of related experience; or equivalent combination of education and/or experience.
- Experience overseeing the design, development, and implementation of projects.
- Insurance industry experience a plus.
CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS:
· ALMI certification is a plus.
KNOWLEDGE, SKILLS AND ABILITIES:
- Proficiency in SharePoint (SP), JIRA, Microsoft Planner, and Microsoft Office Suite.
- Excellent verbal and written communication skills with ability to effectively present information and respond to questions from groups.
- Strong customer service orientation.
- Excellent interpersonal skills.
- Analytical skills with ability to think critically.
- Strong problem-solving skills with ability to define problems, collect data, establish facts, and draw valid conclusions.
- Mathematical skills with strong attention to detail.
- Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
- Ability to work on multiple projects simultaneously.
- Ability to work cooperatively and successfully with employees at all levels and cross functional.
- Ability to successfully handle pressure and meet deadlines in a fast-paced work environment.
- Proficient in the use of Microsoft Office Suite including Word, Excel, Vizio, Microsoft Project and Outlook.
- Minimal to no travel is required in this position
This description covers the major purpose and essential functions of the job. It is not intended to give all details or a step-by-step account of the way each task is to be performed. Employees may receive other job-related instructions and be required to perform other job-related work requested by their manager. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.
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What We Do
American Equity* Fixed Index Annuities * Retirement Planning * Customer Service
An American-owned and operated company headquartered in the heart of the Midwest, American Equity Investment Life Insurance Company® is a leader in the fixed indexed annuities marketplace. American Equity’s growth and success is attributed to our dedication to excellent customer service and emphasis on building customer relationships.
“The One Who Works for You!®” serves as the foundation for the way American Equity does business and values its more than 500 employees. Guided by our Principles of Excellence, we do more than sell retirement annuity products -- we are dedicated to fostering opportunity and innovation to meet the ever-changing needs and goals of retirement.
"It's About the People" is the American Equity story and the legacy of our founder David J. Noble. This commitment to excellence includes our employees, agents, partners, and contract owners. We thank you for entrusting us with the things that matter most.
When your retirement begins, you want to ensure you can enjoy it, which is why it’s important to have reliable support that can help fund every day of your golden years. After all, your life of hard work has earned you the retirement you planned for. These are the guiding principles that define everything we do. American Equity is the one who works for you.






