Insurance Product Operations Lead

Branch Financial, LLC • Columbus, OH

3d • Remote

About The Position

As an Insurance Product Operations Lead, you will report to the Vice President, Head of Product, or other senior Product leader, and serve as a connective force across the organization. You will be a crucial link between various departments and senior leadership, ensuring seamless coordination and alignment of strategic projects. You will work closely with project teams to track milestones, monitor progress, and facilitate communication to drive the successful execution of our organization's strategic goals. This role functions as a central hub, bringing structure, clarity, and consistency to how projects are executed and how information flows between Product leadership and key internal teams, including Sales, Marketing, Claims, Finance, and the Branch Leadership team.
Our Insurance Product Operations Lead is someone who:
Is a systems thinker and strong communicator.
Is someone who can design processes and templates, manage cross-functional initiatives, and translate complex ideas into clear, actionable messaging.
Applies best practices, principles, and techniques consistently.
The role closely partners with internal Product stakeholders and external departments and leaders to ensure priorities are aligned, initiatives stay on track, and teams are equipped with the tools and communication they need to succeed.

Requirements

• 5+ years of experience in communications, project management, operations, or a related role
• Proven experience managing complex, cross-functional initiatives
• Exceptional written and verbal communication skills, with the ability to tailor messaging to different audiences and convey complex information clearly and concisely
• Strong organizational skills and attention to detail, with the ability to effectively manage multiple priorities
• Comfort working with executive leadership and influencing without direct authority
• Technical Mastery: Deep knowledge of tools, systems, and frameworks within a key function.
• Initiative-Driven: Leads projects or workstreams and independently drives results.
• Mentorship & Influence: Coaches others and contributes to team-wide growth and clarity.
• Strategic Problem Solver: Brings solutions to complex challenges and elevates team thinking.
• Cross-Team Impact: Contributes to both function-level results and cross-functional initiatives.

Nice To Haves

• Experience in insurance or financial services environments
• Familiarity with project management tools (Asana, Monday, etc.)
• Background in internal communications, change management, or operations
• Ability to operate in a fast-paced, evolving organization

Responsibilities

• Develop and maintain clear, consistent internal communications for Product initiatives, leadership updates, and cross-departmental projects
• Draft executive-level messaging, presentations, briefs, and talking points to support strategic initiatives
• Prepare regular reports and presentations on initiative status, highlighting key achievements, challenges, and opportunities for improvement.
• Support the development of comprehensive project plans, including timelines, resource allocation, and deliverables, to guide the successful execution of strategic initiatives.
• Create standardized communication templates, toolkits, and documentation to ensure consistency across the Product organization
• Serve as a communications bridge between Product and internal partners such as Sales, Marketing, Claims, Finance, and the Branch Leadership Team
• Lead and coordinate cross-departmental projects from concept through execution, ensuring timelines, deliverables and accountability are clear
• Establish and maintain project management systems, workflows, and reporting structures
• Facilitate project kickoffs, check-ins, and retrospectives to keep teams aligned and informed
• Track progress, identify risks or bottlenecks, and proactively recommend solutions
• Identify gaps in workflow, communications, or decision-making and propose practical solutions
• Act as a thought partner to Product leadership on organizational effectiveness and change management
• Translate high-level strategy into clear tactics for the Product teams
• Ensure alignment between leadership vision and day-to-day execution across Product teams

Benefits

• Above-market salary - Branch is a data-driven company, so we do the math on salaries, too. If you get an offer from Branch, you can expect compensation that hits above the mark.
• Pay equity and transparency - Our pay isn’t just market-driven, it’s equitable. We let experience and performance drive your success, never your gender, race, orientation, or beliefs.
• Remote-first (with perks) - Work from where you’re most comfortable. We’ll take care of your work from home set-up and monthly internet. We also have a Columbus headquarters if you’d like to join us in an office.
• Flexible YouTime - We don’t just let you control your own time off. We actually encourage you to use it. After your first year at Branch, we’ll give you $1000 toward your next vacation.
• Employee stock options - You’re not just an employee. If you’re full-time, you’re also a part-owner. You’ll have stock options so you can invest in the company you’re helping to grow.
• Medical, vision, dental - Get all the coverage you need for a healthy, happy life.
• 401k and contribution matching - Invest in your future. Branch helps you get to retirement on time with a portion of your contributions matched each month.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed