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 military community members
Domain
Financial Services / Insurance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Team leadership, sales process coaching, operational process improvement, regulatory compliance, call center management, third-party vendor coordination, risk management
Preferred skills
US military experience, Life and Health licensing, Chartered Life Underwriter (CLU) designation, call center environment experience
Technologies
None explicitly stated
Responsibilities
Lead and develop a team of licensed advisors to provide best-in-class Health, Life, or Retirement 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 competitive landscape; Develop operational tools and workflows; Resolve complex operations issues and member escalations; Ensure compliance with company policies and federal/state laws; Collaborate with third-party vendors for brokered products; Oversee call center operating model and KPIs; Manage recruiting, development, retention, and performance of the team; Identify and control business risks
Seniority
Manager, hands-on leadership