Director – Presale Operations

This is a fully remote position, open to applicants in Oregon.

📋 Description

• Oversee the strategic direction and administration of the Presale business sector.

• Ensure that RFP and Proposal inquiries for all products are addressed accurately and in a timely manner.

• Collaborate with Underwriting, Actuary, Sales, and other key business divisions.

• Manage presale workflows and processes effectively.

• Deliver competitive, comprehensive, and precise RFPs and Proposals.

• Lead the operations of the Presale team across intake, quoting, RFPs, testing, peer reviews, and new technology implementation.

• Maintain best practices and operational excellence through an efficient internal presale support process.

• Identify and resolve conflicts between departments.

• Develop a talent pipeline and ensure sufficient resources to meet customer demands and business cycles.

• Monitor workflow and oversee team performance, addressing issues and conflicts constructively.

• Create and sustain training programs for diverse levels of complexity.

• Administer budgets and resources to meet objectives.

• Track and evaluate capabilities, capacity, and output data.

• Generate reports to monitor customer trends.

• Serve as an expert resource for senior management and product owners.

• Establish team identity and foster momentum towards a collective purpose.

• Develop operational plans that align with the strategic vision of the business unit/function.

• Provide individual and group feedback to enhance employee development and departmental performance.

⛳️ Requirements

• High School Diploma or GED is mandatory.

• A Bachelor’s degree is preferred; relevant experience may be considered as a substitute.

• 8+ years of progressively responsible leadership experience is required.

• Experience in people leadership is essential.

• Background in quoting/RFP or managing a complex team, including managers, is required.

• Specific experience with Life & Supplemental Health products is necessary.

• Strong understanding of process improvement and change management theories and techniques is required.

• Excellent verbal and written communication skills are essential.

• Proficiency with Salesforce reporting tool and MS Office Suite is required.

• Experience with data analytics and PowerBI is preferred.

• Familiarity with Salesforce and Workday is also preferred.

• Successful candidates must be bondable.

• A criminal background check and verification of employment, education, and licensing are required as a condition of employment.

🏝️ Benefits

• A comprehensive benefits package that includes medical, dental, vision, and a 401(k) plan with company matching contributions.

• An annual incentive bonus plan.

• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure.

• A supportive management approach and opportunities for career growth and advancement.

• Paid parental leave and assistance for adoption/surrogacy.

• An employee giving program that double matches your donations to eligible nonprofits and educational institutions.

• Eligibility for incentive programs.

• Performance guarantees may be applied to roles with highly incentivized compensation plans for a specified period to support the transition of a new hire into the sales incentive plan.

• Competitive salary range.

• A drug- and alcohol-free work environment.