Manager, Business Operations
Core
Directing and overseeing the operations team for an insurance marketing organization, ensuring workflow, productivity, and service standards for independent insurance advisors.
Role type
Manager, Business Operations
Builds
Operational workflows and service delivery for independent insurance advisors
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
People leadership, hiring and performance management, process improvement, stakeholder collaboration, data-driven decision making, change management, audit and compliance, resource allocation
Preferred skills
Industry designations (ALMI, FLMI, ACS), advanced Microsoft Office proficiency
Technologies
Life insurance administration systems, Microsoft Office tools
Responsibilities
Plan and allocate staff and resources to meet productivity and quality goals; coach, mentor, and develop the operations team; monitor team operations and implement controls for continuous improvement; partner with Sales leadership to align on service expectations; lead change initiatives and process updates; provide reporting on workload and team performance; conduct monthly audits to ensure standards are met.
Seniority
Manager, hands-on leadership
