What are the responsibilities and job description for the Portfolio Manager, Delivery Management position at WTW?
Description
TRANZACT is a leading direct-to-consumer insurance services business, specializing in the distribution of Medicare Advantage, Medicare Supplement and Life & Supplemental insurance policies. Our focus is on leveraging our highly skilled team of over 3,000 professionals to deliver innovative solutions for our insurance carrier partners and provide consumers with a best-in-class experience.
We work with some of America’s largest insurance brands to attract, educate and connect with consumers. Our diverse team of analysts, writers, engineers, designers, business leads, data scientists and sales professionals all work together to create thoughtful, data-driven and effective marketing, technology, sales and servicing strategies. These efforts have resulted in TRANZACT earning recognition and winning awards from some of the biggest names in the industry.
When you become part of TRANZACT, you join a team of passionate people who push for excellence, follow through on commitments, and love to succeed together. Our culture rests on a simple principle – “Be Real” – that means being genuine, keeping your word, and having the courage to make tough decisions. Our “Be Real” values resonate and are meaningful to us. We are entrepreneurial, fast paced and empower our people. We know how to make things happen and know that our people are always the source of our success.
We are seeking a highly organized and strategic Portfolio Manager to provide Delivery Management across a portfolio of internal project and task requests. In this role, you will ensure alignment with organizational goals, manage prioritization, drive timely execution, and maintain strong stakeholder communication and satisfaction.
Key Responsibilities Include
Portfolio Management
What You Need To Be successful:
Equal Opportunity Employer / Disability / Vet
TRANZACT is a leading direct-to-consumer insurance services business, specializing in the distribution of Medicare Advantage, Medicare Supplement and Life & Supplemental insurance policies. Our focus is on leveraging our highly skilled team of over 3,000 professionals to deliver innovative solutions for our insurance carrier partners and provide consumers with a best-in-class experience.
We work with some of America’s largest insurance brands to attract, educate and connect with consumers. Our diverse team of analysts, writers, engineers, designers, business leads, data scientists and sales professionals all work together to create thoughtful, data-driven and effective marketing, technology, sales and servicing strategies. These efforts have resulted in TRANZACT earning recognition and winning awards from some of the biggest names in the industry.
When you become part of TRANZACT, you join a team of passionate people who push for excellence, follow through on commitments, and love to succeed together. Our culture rests on a simple principle – “Be Real” – that means being genuine, keeping your word, and having the courage to make tough decisions. Our “Be Real” values resonate and are meaningful to us. We are entrepreneurial, fast paced and empower our people. We know how to make things happen and know that our people are always the source of our success.
We are seeking a highly organized and strategic Portfolio Manager to provide Delivery Management across a portfolio of internal project and task requests. In this role, you will ensure alignment with organizational goals, manage prioritization, drive timely execution, and maintain strong stakeholder communication and satisfaction.
Key Responsibilities Include
Portfolio Management
- Strategic Alignment: Ensure all projects and programs support the organization's strategic objectives.
- Prioritization: Evaluate and prioritize initiatives based on impact and business value.
- Performance Monitoring: Track portfolio performance, identify trends, and highlight areas for improvement.
- Reporting: Deliver regular status reports and insights to key stakeholders.
- Project & Program Management: Oversee delivery timelines, ensuring projects remain on schedule and within scope.
- Stakeholder Engagement: Act as a liaison across teams to manage expectations and ensure clear communication throughout the project lifecycle.
- Process Optimization: Recommend and implement improvements to increase efficiency in project and portfolio delivery.
- Request Management: Serve as the gatekeeper for incoming work (e.g., collect and organize weekly Pitch Meeting requests for Marketing); vet all submissions for alignment with strategic priorities and value.
- Cross-functional Collaboration: Work closely with internal teams and stakeholders to drive execution and resolve delivery challenges.
- Problem Solving: Address roadblocks such as prioritization conflicts, incomplete requirements, or unclear value, ensuring smooth project progression.
What You Need To Be successful:
- 3 years of relevant business experience
- Strong verbal and written communication skills with the ability to confidently present to large groups
- Proficiency in Smartsheet, Excel, PowerPoint, and JIRA
- Excellent analytical, problem-solving, and conflict resolution skills
- Ability to perform under pressure and manage competing deadlines
- Experience collaborating with cross-functional teams of varied skill sets
- Proven ability to assess process inefficiencies and implement effective improvements
- Bachelor’s degree in business administration or a related field (preferred)
Equal Opportunity Employer / Disability / Vet
