Vice President of Operational Strategy

Posted 8 Days Ago
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Jacksonville, FL, USA
In-Office
Expert/Leader
Fintech
The Role
Lead onboarding and implementation of new MGUs/MGAs and specialty insurance programs across business, financial, regulatory, and compliance functions. Manage project plans, resources, vendor evaluations, process improvement (AS IS/TO BE), system requirements, and stakeholder communications. Champion internal tools (Monday.com, HubSpot, Salesforce), prepare status and cost/benefit reports, and build/lead project management teams.
Summary Generated by Built In

The Vice President of Operational Strategy will lead the critical task of onboarding new programs. These potential programs are also referred to as Managing General Underwriters (MGUs) or Managing General Agents (MGAs), who Fortegra grants delegated authority to write business on the company’s behalf.

This role involves working across all departments to ensure onboarding of new programs is integrated correctly from a business, financial, regulatory and compliance perspective. This position will analyze the needs of each opportunity and bring in departments needed to support the success of the programs from both the client/MGU and Fortegra perspectives. 

Minimum Qualifications:

  • Bachelor's degree required.
  • At least 10 plus years project management experience.
  • At least 5 plus years insurance experience, working for an insurance carrier or insurance program/MGU/MGA
  • Commercial insurance experience is strongly preferred.
  • Additional project management experience, including PMP designation and, and experience working with external clients/stakeholders a must.
  • Experience building and leading small teams of project managers or experience managing others.
  • PMP Certification preferred.

Primary Job Functions:

  • Lead implementation of new Specialty programs/MGUs/accounts (all product lines – P&C Solutions and Consumer Solutions) and products across the company.
  • Plan, prioritize, and manage project(s) and associated resources.
  • Facilitate requirements gathering, design, documentation, and systems maintenance.
  • Conduct detailed analysis to design solutions meeting business requirements in concert with strategic plan(s).
  • Partner with business to evaluate/improve processes and arrive at mutual, cost-effective solutions.
  • Lead in the evaluation/implementation of third-party vendors within functional areas, as needed.
  • Prepare, present and review project plans, status reports, cost/benefit studies.
  • Ensure creation and conformance to system architecture, methods, standards and practices.
  • Support, advise, assist, guide, and resolve problems for functional leaders.
  • Champion various internal tools, including Monday.com, HubSpot and Salesforce.com.
  • Partner with functional teams to resolve issues and implement application enhancements.
  • Conduct business process improvement with AS IS/TO BE process design and refinement.
  • Participate in the preparation of long-range systems plans and assure that they are in concert with business objectives and goals.
  • Other duties as assigned.

The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job.  They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.

Skills & Competencies Required:

  • Excellent interpersonal and communication skills.
  • Demonstrate the ability to collaborate and deliver results in a matrix organization.
  • Proven ability to manage multiple projects and subtasks to schedule.
  • Strong written, verbal, and presentation skills in English.
  • Sound problem resolution, team building and decision-making skills.
  • Demonstrate the ability to collaborate across multiple groups.
  • Should be able to work independently with minimal supervision.
  • Utilize project management skills for delivery of projects, including scope, time, communication, risk, cost, resource, and quality management.
  • Strong knowledge of a PMP and/or project methodology.
  • Develop periodic reports on a variety of subjects including status, milestone chart, risks and mitigation plans, issues and resolution, and change requests.
  • Ensure project documents are complete, current, and stored appropriately.
  • Track and report budget performance to objectives.
  • Able to travel as required.

Additional Information:

Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.

Job Posting Disclaimer:

Fortegra has recently been made aware of unauthorized communications regarding career opportunities by individuals not associated with Fortegra or our recruitment team. Fortegra will only contact you from the Fortegra domain address (@fortegra.com). If you receive a message from someone posing as a Fortegra recruiter via text message, WhatsApp, Telegram or other messaging platform, please report it as phishing and block the sender.

#LI-Onsite

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Bachelor's degree
  • 10+ years project management experience
  • 5+ years insurance experience (carrier or MGU/MGA)
  • Experience onboarding/managing MGUs or MGAs
  • Commercial insurance experience
  • PMP certification or strong PMP methodology knowledge
  • Experience building and leading small teams or managing others
  • Experience working with external clients and stakeholders
  • Ability to travel as required
  • Familiarity with Monday.com, HubSpot, Salesforce.com
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The Company
HQ: Jacksonville, FL
300 Employees
Year Founded: 1981

What We Do

Fortegra offers a variety of innovative insurance and reinsurance products, from consumer protection products to specialty program insurance. With an A.M. Best Financial rating of A- Excellent and total assets in excess of $2.47 Billion, we have the financial strength and stability you need in an insurance partner. As part of our full-service and vertically integrated approach we offer premium finance, credit protection and policy/claim administration.

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