Senior Associate - SMB Insurance

About this role

Promote new insurance distribution offerings to serve millions of consumer, business and wealth customers across the firm.

As a Product Manager in Business Banking Insurance, you will help launch a brand new product vertical, offering small business insurance to our 7M+ small business clients. You will be an early team member of the General Management team for Small Business Insurance where you’ll partner across product, technology, data, design, and Legal, Risk, Compliance & Controls (LRCC) partners to shape strategy, drive execution, stand up capabilities from the ground up, and help ensure the commercial success of the new product.

Job responsibilities

Support the evolution of the small business Property & Casualty Insurance agency strategy, translating team objectives into structured workstreams and clear deliverables.

Structure ambiguous problems, build analyses, and turn data-driven insights into actionable recommendations that inform decisions across growth, profitability, and customer experience.

Build and maintain the team’s core performance dashboards and reporting – tracking key business metrics, funnel performance, and unit economics – and surface trends, risks, and opportunities.

Partner closely with product, technology, data, design, and LRCC (Legal, Risk, Compliance & Controls) partners to shape requirements, launch new capabilities, and iterate quickly.

Support risk management and controls activities, helping maintain compliance with regulatory requirements and internal standards as the business scales.

Champion the voice of the customer – synthesize research and client feedback and translate it into concrete proposals for product and experience improvements.

Prepare executive-ready materials, business reviews, and cross-functional communications that clearly frame trade-offs and drive alignment.

Flex across a broad set of responsibilities as team priorities evolve, pitching in wherever necessary to help stand up and scale the business.

Required qualifications, capabilities, and skills

3+ years of experience in product management, strategy, consulting, banking, or a similarly analytical role, ideally within financial services, insurance, or digital platforms.

Highly analytical, with the ability to structure ambiguous problems, build quantitative analyses, and draw sharp insights from data (proficiency with Excel required).

Demonstrated ability to collaborate effectively across product, technology, data, design, and control partners (Legal, Risk, Compliance, and Controls).

Comfort operating in ambiguity and change – able to prioritize, self-direct, and drive work forward with limited guidance in a fast-paced, start-up environment.

Excellent written and verbal communication skills, with the ability to synthesize complex material into clear narratives for senior audiences.

Ability to prioritize and thrive in a fast-paced environment while building and maintaining strong relationships with business partners.

Versatile personality type with high resiliency, a commitment to success, a bias for action, and a willingness to pitch in wherever necessary to get the job done.

Preferred qualifications, capabilities, and skills

MBA or related graduate degree a plus, but not required

Experience launching a new product, business, or capability from 0 to 1, particularly in a regulated environment

Proficiency with SQL, Tableau, or similar tools

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.