Project Manager - Part Time

Role Overview

• The Project Manager serves as a strategic execution partner to a Producer, supporting a growing book of business by driving organization, prioritization, and follow-through across client and internal initiatives. This role is designed to create leverage-ensuring day-to-day workflows run smoothly, deadlines are met, and client needs are proactively addressed-so the Producer can focus on business development, relationship management, and strategic growth.
• The Project Manager works closely with Account Managers, Analysts, and other internal stakeholders to coordinate work, manage timelines, and improve execution across multiple concurrent projects. This is a highly visible role that requires strong judgment, communication skills, and the ability to operate independently while maintaining close partnership with a senior leader.

Essential Duties & Responsibilities

Producer Partnership & Execution

• Partner closely with a Producer to support and execute against a growing and complex book of business
• Act as a right-hand partner by helping prioritize, organize, and manage day-to-day workflows and key initiatives
• Translate strategic goals into actionable plans, timelines, and deliverables
• Ensure deadlines, client commitments, and internal deliverables are consistently met
• Proactively identify risks, gaps, and opportunities to improve execution and service delivery

Project Management & Coordination

• Own and track timelines across multiple client-facing and internal projects simultaneously
• Coordinate work across Account Managers, Analysts, and other internal stakeholders to drive projects forward
• Maintain visibility into open items, next steps, and dependencies; ensure timely follow-up
• Support special projects, including client events, internal initiatives, and cross-functional efforts
• Facilitate internal alignment through regular check-ins, status updates, and action-item tracking

Client & Business Support

• Support preparation and coordination for key client meetings, renewals, and deliverables
• Assist with development and organization of presentations, materials, and meeting agendas
• Help manage client communications, follow-ups, and internal escalation as needed
• Leverage project management and CRM tools (e.g., Salesforce) to track progress, tasks, and key touchpoints
• Stay current on internal tools, templates, and processes that drive efficiency and consistency

Process Improvement & Operations

• Continuously evaluate and refine workflows to improve efficiency and reduce friction
• Support internal reporting, tracking, and planning efforts as needed
• Contribute to team-wide initiatives, best practices, and operational improvements