• Prepare, organize, and maintain comprehensive project documentation, ensuring accuracy, completeness, and easy accessibility for the project team. • Coordinate complex project logistics, including schedules, high‑level meetings, and alignment of activities with project timelines and customer expectations. • Monitor project deliverables, timelines, quality standards, budgets, and expenses, proactively flagging risks, delays, or discrepancies to the project management team. • Coordinate communication and information flow between internal teams, customers, and external stakeholders, ensuring clear and timely updates on project status and changes. • Update and manage project data across multiple internal systems, ensuring data accuracy, consistency, and availability for reporting and ongoing project activities. • Address moderately complex customer inquiries, support project reporting and risk management, and apply analytical skills to resolve issues within established procedures.

• Build and maintain trust-based relationships with customers • Ensure continuity and local engagement through proactive communication • Leads execution of complex project tasks to meet expectations • Engage with customers on technical and operational matters • Analyze project performance data and metrics to offer strategic insights • Evaluate project risks and develop mitigation strategies

• Drive implementation from the prospect stage to successful onboarding of new clients into the Group Universal/Variable Universal Life (GUL/GVUL) platform, confirming all components-including enrollment, plan administration, billing, beneficiary services, termination, and life claim facilitation services-are configured and aligned with plan requirements • Engage with clients to understand their unique challenges and opportunities, collaboratively strategizing to drive impactful outcomes during the implementation process • Proactively serve as the primary point of contact for client interaction while fostering strong relationship management to ensure seamless and effective support for billing, administration, payment, and enrollment needs • Represent client interest in internal discussions and enterprise-wide projects, contributing to system enhancements, automation efforts and process redesign initiatives • Collaborate cross-functionally with internal stakeholders including Product, Compliance, Claims, and IT to ensure smooth execution of administrative tasks, issue resolution, and adherence to regulatory requirements • Execute issue escalation and resolution protocols through thorough root-cause analysis and clear stakeholder communication • Manage a broad and diverse book of business, supporting employer groups ranging from 100 to a million covered lives

Remote done right. We’re passionate about face time and your location will never be a barrier to meaningful interactions. Since 2015, we've had fully remote teams and have created a thriving culture around remote team collaboration and camaraderie. We’ll give you all the tech and support to make it easy. We have zero plans to have employees return to an office. A culture of flexibility. We want you to love your job and we believe that includes the ability to invest in your passions outside of the workplace. Grow your career. We have clearly defined career paths that help support both professional development and pay equity. This includes sales training, interpersonal skills development, and regular pay reviews. Office Stipend. $500 yearly office stipend to make your home office magazine worthy. Virtual events. Beyond our department meetings, our employees can participate in other virtual events. Departments compete against each other playing Pictionary or Scattegories, answer fun and unique questions in watercoolers, or even participate in chocolate tastings. We hold virtual mindfulness groups where anyone can join. PTO. We offer generous Paid Time Off in addition to our culture of flexibility, so you’ll be well rested and relaxed to bring your best self to work. Swag. We make amazing swag, and often that comes with sampling our swag to ensure we’ll thrill our clients. Lead, coach, and develop a team of Creative Project Managers through training, one‑on‑ones, call reviews, and team meetings Build trust and credibility with both clients and your team through strong leadership, customer expertise, and consistent execution Confidently manage client escalations and complex problem resolution while balancing customer expectations and business needs Drive a proactive, sales‑minded approach across the team, helping CPMs identify opportunities and move accounts forward Create and deliver high‑impact training focused on proactive project management, creative thinking, and customer strategy Foster a creative, solutions‑oriented environment where team members are encouraged to push boundaries and bring new ideas forward Partner cross‑functionally to improve processes, elevate the customer experience, and support overall business goals Conduct consistent performance evaluations and ensure team KPIs are clearly understood and achieved Champion of Kotis core values Manage a small book of client accounts with dedicated admin support to stay connected to the customer experience Collaborate consistently with the manager of the assistants and work together to increase the productivity of support Builds a strong team culture by organizing team meetings, recognition, and sales competitions 5+ years of experience managing teams with direct reports 5+ years of experience in project management, account management, or sales‑driven client roles Strong customer presence with the ability to lead executive‑level conversations confidently Highly detail‑oriented with exceptional project management and organizational skills Sales‑motivated mindset with a proven ability to drive growth through client relationships High emotional intelligence with the ability to manage diverse personalities across clients, teams, and leadership Strong problem‑solving skills and comfort making decisions in urgent, evolving situations Ability to build alignment and strong relationships across cross‑functional teams AA, BS/BA Industry experience preferred