Digital Engagement Associate Manager
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Job Description
Structured overview of role & requirementsAbout This Role
Coordinate and maintain project plans, trackers, and action logs for Client Experience and Digital Engagement initiatives targeting North America CRB P&C clients.
Support data analysis, reporting, and preparation of executive summaries/dashboards using Power BI and other platforms to track client feedback, adoption, and project progress.
Manage stakeholder communications, meeting coordination, and support digital engagement and AI pilot activities including testing, feedback collection, and issue follow-up.
Minimum Requirements
Bachelor's degree in Business, Management, Analytics, Technology, Marketing, Project Management, Customer Experience, or related field.
3 to 5 years of experience in project coordination, business operations, analytics, reporting, client experience, digital engagement, or related areas.
Proficiency with data analysis and reporting tools, including experience with Power BI or similar platforms.
Experience supporting multiple priorities, trackers, stakeholder follow-ups, and preparing reports and dashboards.
Ideal Candidate Profile
Experienced in client experience, digital engagement, or analytics in professional services, consulting, brokerage, insurance, or financial services preferred.
Strong organizational skills with demonstrated ability to manage multiple workstreams, adopt structured project management practices, and coordinate cross-functional stakeholders.
Comfortable with data-driven environments and digital technologies, including interest or exposure to AI, automation, and client-facing technology initiatives.