Warner Pacific Insurance Services · 1 hour ago
Senior Project Manager
Westlake Village, CA
Full-time
Onsite
Mid, Senior Level
$97K/yr - $130K/yrWarner Pacific Insurance is seeking a Senior Project Manager who will play a critical role in managing and delivering complex, cross-functional projects. This position focuses on supporting acquisition integration efforts and driving sales-related initiatives, ensuring smooth operational transitions and effective communication across teams.
Financial ServicesHealth CareInsuranceMedical
Responsibilities
Serve as the project manager for assigned acquisition integration workstreams
Develop and manage integration project plans, including milestones, timelines, dependencies, risks, and mitigation strategies
Coordinate cross‑functional execution to ensure integration tasks are completed on schedule with clear accountability
Facilitate regular workstream meetings, status updates, and issue resolution discussions
Identify and escalate risks, gaps, and interdependencies that may impact integration outcomes
Partner with functional leaders to support smooth operational transitions and ensure alignment to Day 1, Day 30, Day 90+, and long‑term integration goals
Drive integration reporting and communication to ensure leadership has visibility into progress, challenges, and critical decisions
Maintain documentation and structure that supports repeatability and continuous improvement of future integration efforts
Work with leaders to assess market trends, competitor activities, and customer needs to identify potential opportunities
Create, implement, and execute sales strategies to achieve specific business objectives
Define project scope, goals, objectives, and deliverables with cross‑departmental stakeholders, ensuring buy‑in at all levels
Develop and manage detailed project plans, including milestones, timelines, budgets, and resource allocation to drive successful outcomes
Track project progress and ensure adherence to timelines and budgets
Identify and resolve complex issues and roadblocks throughout the project lifecycle
Ensure deliverables meet quality standards and organizational expectations
Serve as a key partner to functional teams and leadership, providing data‑driven and experience‑based recommendations that support growth goals
Lead ideation sessions with stakeholders to identify and prioritize new opportunities and initiatives
Act as a catalyst for change by aligning projects with corporate objectives and long‑term growth targets
Build strong relationships with internal and external clients and partners to understand needs and ensure high satisfaction
Identify opportunities for process and system enhancements and present actionable recommendations to improve efficiency and effectiveness
Plan and lead change management efforts to support smooth adoption and transition during project implementation
Facilitate strong relationships and collaboration with internal and external stakeholders
Develop and deliver progress reports, presentations, and insights to ensure transparency and alignment at all stages of the project lifecycle
Proactively manage stakeholder expectations and address concerns as they arise
Gather and incorporate feedback into ongoing project plans and future improvements
Qualification
Required
Strong ability to lead complex, cross‑functional projects; skilled in timelines, milestones, risks, and execution management
Proven success working with Sales, Operations, Marketing, Technology, HR, and Finance teams
Excellent written, verbal, and presentation skills; able to simplify complex information and engage senior leaders
Ability to interpret data, identify trends, and translate insights into actionable recommendations
Experience driving adoption, supporting process improvements, and facilitating organizational change
Proficiency with project management tools and Microsoft Office (Excel, PowerPoint)
Ability to influence without authority and motivate teams toward shared goals
Ability to sit for extended periods, lift up to 5 pounds, and perform routine office tasks such as filing and document preparation
Preferred
Experience supporting acquisition or large-scale integration projects is highly desired
Familiarity with CRM or sales systems is a plus
Benefits
Merit increases
Paid holidays
Paid Time Off
Medical
Dental
Vision
Short- and long-term disability benefits
401(k) + match
Life insurance
Company
Warner Pacific Insurance Services
Warner Pacific was founded as a family business over 40 years ago and has since expanded to serve brokers all across our nation.
Founded in 1983
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Lovell Minnick Partners
2022-01-13Private Equity
Leadership Team
David Nelson
CEO
John Nelson
Co-CEO
Recent News
2025-04-04
Company data provided by crunchbase