National BI Partnerships Project Manager

About Marsh McLennan Agency (MMA)

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh (NYSE: MRSH).

A day in the life

The National BI Partnerships Project Manager serves as a critical operational and strategic partner to the national Business Insurance partnerships team. This role owns the coordination, execution, and continuous improvement of key national initiatives - including the Medallion Program, carrier engagement, TPW relationships, and cross-functional projects - ensuring programs run on time, on scope, and in alignment with the team's strategic priorities.

This individual is a highly organized, self-directed professional who thrives in a complex, fast-moving environment and can balance multiple concurrent work streams without sacrificing quality or attention to detail.

ESSENTIAL FUNCTIONS

Business Insurance Partnerships & Engagement

• Coordinate speakers, presentation materials, and agenda for Strategic Marketing calls, leadership summits, and partner-facing meetings.
• Distribute meeting recaps, action items, and replay links to all relevant participants in a timely manner following each engagement.
• Maintain and continuously update distribution and contact lists across carriers, wholesalers, and internal stakeholders.
• Post and refresh content on the Colleague Portal to ensure carriers and field colleagues have access to current, relevant materials.
• Develop and maintain a recurring content calendar to ensure consistent carrier and colleague-facing communications.
• Serve as the point of contact for internal colleagues seeking guidance on partnership programs, escalating complex matters appropriately.

Project Management & Program Operations

• Support and help administer the Business Insurance Medallion Program, tracking enrollment, compliance, and performance metrics.
• Manage organizational infrastructure for the MMA National Partnerships team, including contracts, workflows, and production reporting.
• Facilitate internal and external meetings, including logistics, scheduling, preparation of agendas, and participant communications.
• Track project milestones across all active initiatives, proactively flagging risks and delays to leadership.
• Build and maintain a centralized project tracker (e.g., in Smartsheet, Asana, or Excel) to provide real-time visibility into workstream status.
• Lead post-project retrospectives to identify process improvement opportunities and document lessons learned.

Carrier & Wholesale Partner Support

• Support the coordination of RFP processes, including document collection, comparative tracking, and deadline management.
• Assist in preparation of carrier and partner-facing presentations, scorecards, and performance reviews.
• Maintain a master repository of carrier and partner agreements, program documents, and key deliverables.

Data, Reporting & Analytics

• Compile and distribute regular production and performance reports for leadership review, drawing from internal systems including agency management platforms and CRM.
• Support development of program dashboards to track KPIs such as Medallion program, carrier engagement scores, and RFP pipeline activity.
• Identify trends or anomalies in reporting data and surface actionable insights to the leadership team.

Our Future Colleague

• 3-5 years of relevant experience in insurance agency operations, P&C marketplace, financial services, or a comparable professional services environment.
• Insurance background preferred but not required - candidates with strong project management…