Project Analyst

About Investors Heritage

Since 1960, Investors Heritage has offered life insurance and annuity products that help individuals plan for retirement and preserve their legacies. Headquartered in Frankfort, Kentucky and licensed in nearly every U.S. state, we combine deep regional roots with a national presence-delivering forward-thinking, tech-enabled solutions grounded in the old-fashioned value of personal service.

In 2018, Investors Heritage was acquired by Aquarian Holdings as its flagship insurance carrier. With the backing of Aquarian, success of our products and our solid partnerships, we've entered a period of strategic growth and innovation – earning multiple recognitions as one of the fastest growing life and annuity insurers in the country.

And we're not stopping there. We continue to innovate sensibly, build relationships with our partners and deliver exceptional service to our clients. Having that kind of foundation – one built on reliability, consistency, and quality – grounds everything we do at Investors Heritage. We're looking for talented, driven individuals who want to grow with us.

In this role, will support Project Managers and the Vice President of Operational Development in executing projects that drive the company's growth. This role involves assisting with project planning, execution, and monitoring to ensure successful outcomes. The ideal candidate is detail-oriented, analytical, and capable of working collaboratively across teams to support operational efficiency and strategic initiatives.

This is a hybrid position.

Job Duties

• Assist in developing and maintaining project plans, including timelines, milestones, and deliverables.
• Prepare and manage project documentation, such as status reports, meeting minutes, and presentations.
• Coordinate with stakeholders to gather project requirements, track progress, and ensure alignment with objectives.
• Support the creation and upkeep of project management tools, templates, and processes.
• Participate in project meetings, contributing insights on scope, objectives, and deliverables.
• Document and analyze current processes, identifying areas for improvement.
• Perform other duties as assigned to support project success.

Job Requirements

• Bachelor's degree in Business Administration, Finance, Operations, or a related field preferred.
• 0-2 years of experience in project analysis, project management, or a similar role, ideally within insurance or financial services.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Strong written and verbal communication skills with attention to detail.
• Ability to work independently and collaboratively within cross-functional teams.
• Analytical and problem-solving mindset with a forward-thinking approach.
• Strong time management and organizational skills to handle multiple priorities.
• Adaptability to changing priorities in a fast-paced environment.
• Professionalism, discretion, and ability to handle confidential information.
• Knowledge of life insurance products and industry regulations is a plus.