Product Owner, CRM – Distribution & Marketing

MSIG Holdings•Warren, NJ

1d•$140,000 - $210,000

About The Position

The CRM Product Owner serves as the key bridge between Distribution, Marketing, and Technology, ensuring that our CRM platform effectively supports producer relationships, distribution strategies, and growth objectives in the E&S insurance space. This role owns the product vision and roadmap, with a focus on lead management, pipeline visibility, and producer engagement. The Product Owner manages and prioritizes the backlog, translates business needs into actionable user stories, and partners across the organization to deliver high-quality, value-driven CRM capabilities that improve producer experience, drive new business, and enhance retention. This role requires strong knowledge of CRM (preferably Dynamics 365), insurance distribution, and marketing processes.

Requirements

Bachelor’s degree required.
Minimum of 3 years of experience as a Product Owner or similar role (Business Analyst, CRM Lead, etc.).
Minimum of 2–3 years of hands-on experience with CRM platforms; Microsoft Dynamics 365 experience preferred.
2–3 years of experience within E&S insurance, with a focus on distribution, sales, or marketing, strongly preferred.
Experience working within Agile frameworks required.
Strong understanding of CRM concepts (customer/producer 360, sales pipeline, account/contact management, activities, workflows) and how they apply to insurance distribution and marketing.
Knowledge of Dynamics 365 configuration concepts (entities/tables, forms, views, business rules, workflows/Power Automate, security roles); ability to collaborate effectively with technical CRM admins and developers.
Familiarity with insurance distribution channels (agents, brokers, MGAs, digital partners) and related workflows such as lead intake, submissions, renewals, and cross-sell.
Ability to analyze sales and marketing data and translate insights into actionable CRM and process improvements.
Exceptional communication skills, with the ability to convey complex CRM and data concepts to both technical teams and business stakeholders.
Strong organizational and prioritization skills, with the ability to manage competing demands from multiple stakeholder groups.

Nice To Haves

Experience working with marketing teams and tools (email campaigns, journeys, segmentation, marketing automation) preferred.
Proficiency with Microsoft Office Suite; experience with other Microsoft ecosystem tools (Power BI, Power Platform, Outlook, Teams) a plus.

Responsibilities

Partner with the Product Manager and business leaders in Distribution, Marketing, and Underwriting to define and communicate the CRM vision, strategy, and roadmap in alignment with growth and customer engagement goals.
Develop and maintain a CRM roadmap covering lead and opportunity management, producer/agency 360° views, workflows, and integrations with core Underwriting and Data platforms.
Leverage CRM and marketing analytics (e.g., pipeline conversion, producer activity) to inform decisions and prioritize enhancements.
Monitor key CRM KPIs (adoption, data quality, utilization, engagement, sales outcomes) and user feedback to evaluate product success and guide continuous improvement.
Identify opportunities to streamline producer and internal workflows (e.g., submissions, referrals, renewals, cross-sell/upsell).
Own, prioritize, and maintain the CRM product backlog to ensure alignment with distribution, marketing, and organizational priorities.
Translate business requirements into clear user stories, acceptance criteria, and configuration needs for CRM and related marketing tools.
Collaborate with architects and engineering to design solutions that align with CRM best practices, scalable data models, and integration patterns.
Balance quick-win enhancements with foundational improvements such as data quality, governance, and platform performance.
Continuously refine backlog priorities based on stakeholder feedback, platform usage, business outcomes, and team capacity.
Serve as the primary point of contact for CRM needs across Distribution, Marketing, and other stakeholder groups (e.g., Underwriting, Operations, Analytics).
Facilitate workshops and discovery sessions to understand producer journeys, sales processes, and marketing campaigns, and translate them into CRM capabilities.
Partner with Marketing on campaign execution, segmentation, and customer journeys enabled through CRM and integrated marketing tools.
Coordinate with training and change management teams to drive CRM adoption, develop user guides, and support rollout plans.
Foster a producer- and customer-centric mindset, ensuring that CRM enhancements improve ease of doing business for agents/brokers and internal teams.
Lead sprint planning for the CRM pod, articulating sprint goals, priorities, and expected business value.
Ensure user stories are well-defined, refined, and ready for development, with clear acceptance criteria and test scenarios.
Collaborate closely with Scrum Masters, engineers, CRM app dev, designers, QA, and data teams to deliver high-quality releases.
Participate actively in daily standups, sprint reviews, and retrospectives to monitor progress, remove blockers, and drive process improvements.
Validate completed work against acceptance criteria and coordinate UAT with business stakeholders, ensuring solutions meet user needs and quality standards.

Benefits

Competitive salary commensurate with experience along with a performance-based bonus.
Healthcare and Retirement Benefits
Comprehensive medical, dental, and vision coverage
401(k) with a generous employer match and profit-sharing contribution
Wellness incentive program
Life and accidental death and dismemberment (AD&D) insurance
Flexible spending programs
Short-term and long-term disability plans
Paid time off program
Paid charitable leave
Paid parental leave
Tuition reimbursement program
Personal insurance (auto/homeowners) discounts