Product Owner for Wholesale/MGA Company

Novatae Risk Group
Dallas, TX


The Product Owner is responsible for system configuration and administration, continuous improvement of workflows and deliverables, and ongoing training materials with the goal of maximizing effectiveness and efficiency. This role will take an end-to-end approach ensuring all key stakeholders are engaged in process decisions to avoid adverse impacts on any team(s). Continuous improvement objectives include simplify, standardize, eliminate, combine, automate, relocate, & measure tasks as identified in the company’s operating model.

Colleague Engagement
  • Collaboration with key stakeholders including yet not limited to IT, Data Governance/Business Intelligence, Marketing, Training
  • Engagement of subject matter experts across Divisions and Product Specialists to inform continuous improvement opportunities
Process Design
  • Continuous improvement of workflows & standard operating procedures driving effectiveness and efficiency
  • Development of consistent Novatae branded agent & carrier deliverables tailored to business needs
  • Maximization of current technology tools within our processes
  • Identification of additional technology to drive greater efficiencies
    • Collaboration with IT on security assessment and cost
    • Support COO and key stakeholders to assess ROI
  • Embed key measurements within processes as identified by key stakeholders and in collaboration with Data Governance
  • System configuration as required and management of User Acceptance Testing (UAT)
Training Strategy Support
  • Development and maintenance of process maps across the value chain representing roles & responsibilities, templates, compliance requirements, key data elements, & key activities to support measurements
  • Development of quick reference guides intended to simplify more complex processes
  • Support training team in the development and delivery of training materials that are aligned to process maps (e.g., hands-on, virtual, video, standard operating procedures)
Project Management
  • Maintain a complete view of current and future projects
Position Specific Skills/Qualifications

Work Experience
  • 5 - 10 years’ experience with a Wholesale Insurance Brokerage or MGA
Computer Skills/Software Skills

  • Advanced Microsoft Office (Excel, Word, Power Point, Outlook)
  • Dyad ALIS agency management system experience preferred
Essential Skills/Competencies

  • Critical thinking, analytical, and problem-solving skills
  • Excellent verbal and written communication skills
  • Ability to multi-task and work under pressure and thrive in a fast-paced results-oriented environment.
  • Well organized and detail oriented; ability to manage multiple projects with competing deadlines.
  • Organized self-starter attitude and ability to work independently and as part of a team.
  • Proven experience in a Product Owner role
  • Strong knowledge of workflow optimization, process improvement, and technology integration.
  • Excellent project management skills, with the ability to coordinate cross-functional teams and manage multiple priorities.
  • Strong communication and collaboration skills, with the ability to engage stakeholders at all levels.

Physical Demands & Working Conditions

Office work : Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.

Equal Employment Opportunity
At Novatae Risk Group, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, Novatae makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Posted 2025-08-20

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