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MSIG USA · 4 hours ago

Product Owner, CRM – Distribution & Marketing

Warren, NJ

Full-time

Onsite

Mid Level

$140K/yr - $210K/yr

3+ years exp

MSIG USA is a global leader in insurance solutions, and they are seeking a Product Owner to bridge Distribution, Marketing, and Technology within their CRM platform. This role focuses on managing the product vision and roadmap to enhance producer engagement and support growth objectives in the E&S insurance space.

FinanceFinancial ServicesInsurance

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

Qualification

Microsoft Dynamics 365CRM conceptsAgile frameworksE&S insurance experienceSalesMarketing data analysisMarketing automation toolsExceptional communication skillsOrganizational skillsCollaboration skills

Required

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

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

Proficiency with Microsoft Office Suite; experience with other Microsoft ecosystem tools (Power BI, Power Platform, Outlook, Teams) a plus