Manager, Life Co. Acquisition
Core
Lead a team of licensed professionals to provide Health, Life, and Retirement income solutions to members, driving acquisition goals and operational efficiency.
Role type
Manager, Life Company Acquisition
Builds
Health, Life, and Retirement income products and services for members
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
team leadership, sales process coaching, business process improvement, regulatory compliance knowledge, call center operations management, vendor coordination, risk management
Preferred skills
US military experience, Life and Health licensing, Chartered Life Underwriter (CLU) designation, call center management experience
Technologies
workflow development tools, systems enhancement platforms
Responsibilities
Lead and develop a team of licensed advisors to provide best-in-class advice; Coach employees on sales processes to improve results; Identify opportunities to improve operational effectiveness and reduce manual processes; Maintain knowledge of industry trends, regulations, and technology; Develop operational tools and processes; Resolve complex operations issues and member escalations; Collaborate with third-party vendors for brokered products; Oversee call center operating model and KPIs; Ensure compliance with company policies and federal/state laws.
Seniority
Manager, direct team lead