Senior Manager, Partnership Excellence & Governance (Case Management for Mass Brokerage)
Core
Provide best-in-class case and operations advisory services to business partners, drive operational excellence, and ensure regulatory compliance for mass brokerage operations.
Role type
Senior Manager, Partnership Operations & Governance
Builds
Case management processes, operations support, and compliance frameworks for business partners
Domain
Insurance / Mass Brokerage
Deliverable
client delivery
Required skills
supervisory management, operations process design, compensation management, regulatory compliance, service standard definition, team development
Preferred skills
Insurance Authority (IA) license (Paper 1, 3, 5)
Technologies
None stated
Responsibilities
Provide quality case advisory service to accelerate closing of new business; Identify needs of selected business partners and design customized operations support; Manage execution of compensation for business partners; Drive implementation and communication of rules and guidelines for business partners; Define and monitor service standards for each stage of the case lifecycle; Ensure team members performing regulated activities have obtained relevant licenses