Program Manager – Benefits

Who We Are

EIS Group is a global innovator, committed to providing the insurance industry with transformational solutions. We deliver a digital insurance platform built to move insurance carriers closer to their customers.

At EIS Group, our mission is unwavering: continue to grow as a global leader—delivering innovative, transformational solutions that combine best-in-class technology with deep domain expertise and proven business practices, establish key business relationships, and to employ a talent pool of the best and brightest, well-trained, and highly-motivated individuals.

Our culture is highly innovative, collaborative and focused on building and maintaining relationships that allow us to surpass our customers’ expectations. We embrace the qualities that make each of our team members unique and develop each other’s skillsets so that together we can be stronger than the sum of our parts.

We are looking for smart, dynamic and intuitive people to join our growing team of insurance technology professionals and industry experts.

About the Role

The Program Manager for Benefits is responsible for client satisfaction and implementation success and across all modes of delivery (client-led, partner-led, EIS Group-led) in their portfolio. Works with the Sales team and client to frame delivery approach and partner. Provides advice and guidance to our clients and partners on how to best adopt and implement EIS Group suite of products. Assigned a portfolio of accounts (at times the portfolio may consist of a single account) and are responsible for driving successful business outcomes for all projects in their portfolio.


  • Demonstrated knowledge of the current Insurance environment and marketplace for Group and Voluntary Benefits
  • Drive successful outcomes for all projects in their portfolio. This includes partner-led, client-led, or EIS Group-led projects; A successful outcome means that the client realized the business benefit of the solution and that the outcome increased the propensity of the client buying additional software from EIS Group
  • Ensure that the EIS Group team understands the business goals of the solution including scope, timeline, business value, and broader strategic objectives
  • Establish effective governance model and risk mitigation
  • Create meaningful relationships with the clients and partners
  • Work with sales to pursue new opportunities within assigned portfolio of accounts
  • Conduct account research to determine which Partner(s) we should work with at an account and at an opportunity level (done in conjunction with sales)
  • Garner support from sales to assist selling right level of PS involvement to ensure delivery success
  • Define the delivery model (client, partner or EIS Group-led) and clarify roles and responsibilities
  • Frame the delivery approach for new opportunities by participating in the scope study, developing the Business Case and determining the right delivery approach
  • Act as a “closer” to the business development process for services work orders; Facilitate license pipeline growth by actively listening for and capturing new license opportunities in target accounts
  • Ensure that the proper administrative processes are followed across a portfolio of projects; This includes opening and closing time and expense codes in a timely manner, processing pre-­bills on a monthly basis, etc.
  • Develop a periodic revenue forecast for the current, next and next + 1 quarter; Base current quarter revenue forecast on actual hours and estimate of remaining work and new business; Work with sales to understand future quarter license booking and forecast the likely PS revenues
  • Ensure we have signed SOWs necessary for revenue recognition for PS and License revenue
  • Provide coaching and advice to EIS Group Consultants assigned to projects in their portfolio


  • Minimum 7+ years of experience in professional services project management roles
  • Minimum 3 years’ experience in the insurance industry with a background either as an analyst/technology employee of an insurance company or having acted as a consultant providing services to insurance companies
  • Demonstrated knowledge of the current Insurance environment and marketplace for Group and Voluntary Benefits
  • Experience working closely with one or more software applications
  • Ability to understand complex business processes
  • Consultative and facilitation skills
  • Strong written and verbal communications skills
  • Excellent analytical and problem-­solving ability
  • Ability and willingness to travel

EIS Group is an equal opportunity employer (EOE), M/F/Disability/Veterans, and strongly supports diversity in the workforce.

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