Team Manager Insurance Operations
Core
Design, build, and scale Fidelity Wealth's Insurance Operations function to support life insurance solutions for advisors and clients.
Role type
Senior IC team manager (insurance operations)
Builds
Insurance operations infrastructure, processes, controls, and a team of associates
Domain
Financial services / Wealth management / Life insurance
Required skills
Insurance operations leadership, team building, operational process design, carrier/MGA relationship management, regulatory compliance, risk management, stakeholder collaboration
Preferred skills
Advisor-based wealth management experience, technology implementation, business analysis, Salesforce CRM
Technologies
Salesforce CRM
Responsibilities
Design and implement the insurance operations function from inception; Recruit and lead a high-performing team; Oversee new business processing, policy administration, and servicing; Ensure regulatory compliance and risk mitigation; Partner with carriers, MGAs, and internal stakeholders to support business growth
Seniority
Senior, hands-on IC