Msig Usa

2 jobs near Columbus, OH

MSIG USA is the US-based subsidiary of MS&AD Insurance Group Holdings, Inc., a leading global P&C insurance carrier. They are seeking a hands-on Director of Insurance Analytics to lead high-impact ...

Product Owner, CRM - Distribution & Marketing

MSIG USA

Warren, NJ • On-site

Full-time

Re-posted 8 days ago


Job description

Job Summary:
MSIG USA is a global leader in insurance solutions, and they are seeking a Product Owner to bridge Distribution, Marketing, and Technology within their CRM platform. This role focuses on managing the product vision and roadmap to enhance producer engagement and support growth objectives in the E&S insurance space.
Responsibilities:
• Partner with the Product Manager and business leaders in Distribution, Marketing, and Underwriting to define and communicate the CRM vision, strategy, and roadmap in alignment with growth and customer engagement goals.
• Develop and maintain a CRM roadmap covering lead and opportunity management, producer/agency 360° views, workflows, and integrations with core Underwriting and Data platforms.
• Leverage CRM and marketing analytics (e.g., pipeline conversion, producer activity) to inform decisions and prioritize enhancements.
• Monitor key CRM KPIs (adoption, data quality, utilization, engagement, sales outcomes) and user feedback to evaluate product success and guide continuous improvement.
• Identify opportunities to streamline producer and internal workflows (e.g., submissions, referrals, renewals, cross-sell/upsell).
• Own, prioritize, and maintain the CRM product backlog to ensure alignment with distribution, marketing, and organizational priorities.
• Translate business requirements into clear user stories, acceptance criteria, and configuration needs for CRM and related marketing tools.
• Collaborate with architects and engineering to design solutions that align with CRM best practices, scalable data models, and integration patterns.
• Balance quick-win enhancements with foundational improvements such as data quality, governance, and platform performance.
• Continuously refine backlog priorities based on stakeholder feedback, platform usage, business outcomes, and team capacity.
• Serve as the primary point of contact for CRM needs across Distribution, Marketing, and other stakeholder groups (e.g., Underwriting, Operations, Analytics).
• Facilitate workshops and discovery sessions to understand producer journeys, sales processes, and marketing campaigns, and translate them into CRM capabilities.
• Partner with Marketing on campaign execution, segmentation, and customer journeys enabled through CRM and integrated marketing tools.
• Coordinate with training and change management teams to drive CRM adoption, develop user guides, and support rollout plans.
• Foster a producer- and customer-centric mindset, ensuring that CRM enhancements improve ease of doing business for agents/brokers and internal teams.
• Lead sprint planning for the CRM pod, articulating sprint goals, priorities, and expected business value.
• Ensure user stories are well-defined, refined, and ready for development, with clear acceptance criteria and test scenarios.
• Collaborate closely with Scrum Masters, engineers, CRM app dev, designers, QA, and data teams to deliver high-quality releases.
• Participate actively in daily standups, sprint reviews, and retrospectives to monitor progress, remove blockers, and drive process improvements.
• Validate completed work against acceptance criteria and coordinate UAT with business stakeholders, ensuring solutions meet user needs and quality standards.
Qualifications:
Required:
• Bachelor’s degree required
• Minimum of 3 years of experience as a Product Owner or similar role (Business Analyst, CRM Lead, etc.)
• Minimum of 2–3 years of hands-on experience with CRM platforms
• Experience working within Agile frameworks required
• Strong understanding of CRM concepts (customer/producer 360, sales pipeline, account/contact management, activities, workflows) and how they apply to insurance distribution and marketing
• Knowledge of Dynamics 365 configuration concepts (entities/tables, forms, views, business rules, workflows/Power Automate, security roles); ability to collaborate effectively with technical CRM admins and developers
• Familiarity with insurance distribution channels (agents, brokers, MGAs, digital partners) and related workflows such as lead intake, submissions, renewals, and cross-sell
• Ability to analyze sales and marketing data and translate insights into actionable CRM and process improvements
• Exceptional communication skills, with the ability to convey complex CRM and data concepts to both technical teams and business stakeholders
• Strong organizational and prioritization skills, with the ability to manage competing demands from multiple stakeholder groups
• Proficiency with Microsoft Office Suite; experience with other Microsoft ecosystem tools (Power BI, Power Platform, Outlook, Teams) a plus
Preferred:
• Microsoft Dynamics 365 experience preferred
• 2–3 years of experience within E&S insurance, with a focus on distribution, sales, or marketing, strongly preferred
• Experience working with marketing teams and tools (email campaigns, journeys, segmentation, marketing automation) preferred
Company:
MSIG USA is the partner that businesses rely on for creative, customized insurance solutions. Founded in 1984, the company is headquartered in Warren, USA, with a team of 201-500 employees. The company is currently Growth Stage.