Project Manager

🕒 March 17

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SWBC

1001 - 5000 employees

Founded 1976

💸 Finance

🏠 Real Estate

Finance • Insurance • Real Estate

SWBC is a diversified financial services company offering a wide array of products and services to individuals, businesses, and financial institutions. Products include various types of insurance, such as life, property, and vehicle insurance, as well as commercial insurance solutions. The company also provides extensive investment services, wealth management, and retirement planning. Additionally, SWBC offers lending services, including mortgage loans, and operates within the real estate sector providing commercial property development and insurance solutions. They emphasize client-first strategies and have initiatives for employee benefits and outsourced HR services.

📋 Description

• Support end‑to‑end coordination of assigned projects, including timeline management, task tracking, and documenting project updates. • Partner with cross‑functional teams to gather requirements, maintain project documentation, and follow up on action items. • Prepare project materials such as status reports, presentations, and meeting agendas; capture notes and follow‑ups. • Assist with process improvement initiatives by documenting workflows, identifying inefficiencies, and proposing incremental enhancements. • Monitor project risks and escalate issues to leadership in a timely manner. • Build and maintain positive working relationships across teams to support collaboration and alignment. • Contribute to operational planning cycles by providing data, updates, and administrative project support. • All other duties as assigned.

🎯 Requirements

• Bachelors degree in Business Administration, Finance, Management Information Systems, or related fields • Minimum of two (2) years of general experience in project management • Specialized experience in a SaaS or technology industry; EdTech experience would be a plus • Analytical-thinking and problem-solving experience • Ability to think strategically while maintaining a hands-on approach to problem solving • Excellent interpersonal, organizational, communication (both written and oral), and telephone etiquette skills • Able to work under sometimes stressful conditions while maintaining professionalism and enthusiasm • Possess a working knowledge of personal computers to include MS Word, Excel, PowerPoint and SaaS applications • Able to lift 10 - 20 lbs. of binders, paper, and/or files • Able to sit for long periods of time while executing computer applications, speaking with clients or aiding team members.

🏖️ Benefits

• Competitive overall compensation package • Work/Life balance • Employee engagement activities and recognition awards • Years of Service awards • Career enhancement and growth opportunities • Leadership Academy and Mentor Program • Continuing education and career certifications • Variety of healthcare coverage options • Traditional and Roth 401(k) retirement plans • Lucrative Wellness Program

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