Manager, Insurance Operations

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

📋 Description

• Oversee service-level reporting by tracking performance, recognizing trends, and delivering actionable insights.

• Define service standards, accountability protocols, and escalation procedures.

• Act as the main escalation point for intricate advisor service challenges.

• Develop and nurture relationships with financial advisors through proactive communication and effective issue resolution.

• Evaluate advisor feedback and service patterns to uncover opportunities for improvement and assess progress.

• Oversee operational projects, including timelines, deliverables, initiatives, and follow-up actions.

• Collaborate with internal teams, vendors, and business partners on cross-functional projects, process improvements, and advisor communications.

• Lead, mentor, and cultivate a small team while promoting accountability, collaboration, and service excellence.

⛳️ Requirements

• A minimum of seven years of experience in life insurance operations, financial services operations, advisor services, or relationship management.

• Experience in supporting financial advisors, wealth management teams, insurance producers, or other high-value internal stakeholders.

• Comprehensive understanding of insurance workflows, ideally including life insurance, disability insurance, long-term care, and annuity processes.

• Preferred experience in managing operational escalations, service standards, reporting, or operational performance.

• Previous people leadership experience is preferred.

• Professional designations such as FLMI, FFSI, PCS, or LUTCF are advantageous.

• Exceptional communication and relationship-building abilities.

• Strong judgment and professionalism in sensitive, complex, or high-priority scenarios.

• Proficient project management, organizational, and follow-through capabilities.

• A collaborative, service-oriented mindset focused on continuous improvement, accountability, and enhancing the advisor experience.

🏝️ Benefits

• Progressive opportunities.

• Support for professional growth.

• Opportunities for community involvement.

• A diverse and supportive culture.

• An innovative workplace.

• Teamwork and camaraderie.

• Work-life balance.

• Potential eligibility for an incentive program.

• Additional compensation and/or benefits may be available.