Product Owner, CRM – Distribution & Marketing

About

MSIG USA is the US-based subsidiary of a global top P&C carrier with A+ ratings and presence in 40+ countries. Leveraging a 350-year heritage, MSIG USA offers commercial insurance solutions addressing unique business risks.

Summary

The CRM Product Owner bridges Distribution, Marketing, and Technology to ensure the CRM platform supports producer relationships, distribution strategies, and growth objectives in the E&S insurance space. This role owns the product vision and roadmap focusing on lead management, pipeline visibility, and producer engagement.

Essential Functions

Product Strategy and Planning

• Partner with Product Manager and business leaders to define and communicate CRM vision, strategy, and roadmap aligned with growth and customer engagement goals.
• Develop and maintain CRM roadmap covering lead/opportunity management, producer/agency 360° views, workflows, and integrations.
• Use CRM and marketing analytics to inform decisions and prioritize enhancements.
• Monitor CRM KPIs and user feedback to evaluate product success and guide improvements.
• Identify opportunities to streamline producer and internal workflows.

Backlog Management

• Own, prioritize, and maintain CRM product backlog aligned with priorities.
• Translate business requirements into user stories, acceptance criteria, and configuration needs.
• Collaborate with architects and engineering on CRM best practices and integration patterns.
• Balance quick-win enhancements with foundational improvements.
• Refine backlog priorities based on feedback and outcomes.

Stakeholder Collaboration

• Serve as primary contact for CRM needs across Distribution, Marketing, and other groups.
• Facilitate workshops to understand producer journeys and translate into CRM capabilities.
• Partner with Marketing on campaign execution and customer journeys.
• Coordinate with training and change management to drive CRM adoption.
• Foster a producer- and customer-centric mindset.

Sprint Planning and Execution

• Lead sprint planning for CRM pod, articulating goals and priorities.
• Ensure user stories are well-defined and ready for development.
• Collaborate with Scrum Masters, engineers, designers, QA, and data teams.
• Participate in daily standups, sprint reviews, and retrospectives.
• Validate completed work and coordinate UAT with stakeholders.

Qualifications/Education and Experience

• Bachelor's degree required.
• Minimum 3 years as Product Owner or similar role.
• Minimum 2–3 years hands-on CRM experience; Dynamics 365 preferred.
• 2–3 years experience in E&S insurance distribution, sales, or marketing preferred.
• Experience with Agile frameworks required.

Knowledge, Skills, and Abilities

• Strong understanding of CRM concepts and insurance distribution/marketing.
• Knowledge of Dynamics 365 configuration concepts.
• Familiarity with insurance distribution channels and workflows.
• Ability to analyze sales and marketing data for CRM improvements.
• Exceptional communication skills.
• Strong organizational and prioritization skills.
• Experience with marketing tools preferred.
• Proficiency with Microsoft Office Suite; Power BI and Power Platform a plus.

Compensation and Benefits

• Competitive salary range: $140,000 - $210,000 per year.
• Performance-based bonus.
• Comprehensive medical, dental, and vision coverage.
• 401(k) with employer match and profit-sharing.
• Wellness incentive program.
• Life and accidental death and dismemberment insurance.
• Flexible spending programs.
• Short-term and long-term disability plans.
• Paid time off, charitable leave, and parental leave.
• Tuition reimbursement.
• Personal insurance discounts (auto/homeowners).