Responsibilities include the management of associates who are responsible for non-qualified Insurance Plans and Insurance administration. Ensures team meets client needs in a manner that enriches the client relationship and produces work that is readily usable (timely and accurate), and consistently fulfill commitments and responsibilities. Duties include mentoring and training team and others in the department, leading client and department related projects as well as designing and implementing departmental processes and procedures, standards, and best practices to ensure quality control and superior service.
Team Management and Leadership
Lead the Insurance Service teams, responsible for the administration of non-qualified life insurance plans and administration
Ensure excellent team performance and account management through staff development, goal identification, team building, team meetings, guidance and coaching.
Provide performance feedback
Identify and resolve complex/difficult employee situations and relationships to promote a positive work climate
Initiate appropriate audit processes; utilize appropriate checklist tools; delegate, prioritize, and supervise work to maximize administrative productivity and ensure timely and accurate completion of team deliverables
As requested, track departmental deliverables
Develop, perform analyses on, make recommendations for, and confirm accuracy of a variety of spreadsheets, client specific reports and correspondence produced by the team and department
Coordinate with other teams or departments, as required to ensure team compliance with plan rules
Develop, oversee, review and revise team and client specific transaction documentation, and procedures that are then applied as best practice models for department usage
Solicit team performance feedback.
Act as point of escalation in coordination with Department Head.
Identify and resolve complex/difficult client issues to ensure optimal customer service.
Exercise sound judgment and display a thorough understanding of business needs as it relates to weighing company cost against benefits gained from a new business change and/or decision
Formulate and maintain valued relationships with clients, carriers, peers and associates
Department leader who inspires trust and confidence in others by actively contributing to group discussions and company/departmental objectives
Leader of department improvement initiatives through offering suggestions and challenging the status quo, while exemplifying a positive/motivating force for change
Bachelor’s degree in related field strongly preferred
3-5 years experience in financial services and/or insurance industry required
Basic financial acumen with strong math skills
Life Insurance, Split Dollar Plans, finance, accounting, financial modeling or other technically oriented benefits-related field
Prior management experience strongly preferred
Ability to anticipate needs and take effective action
Strong public speaking skills with the ability to clearly identify objectives catered to varying audiences
Effectively addresses and resolves conflict.
Effectively articulates point of view and provides feedback
Excellent interpersonal skills
FINRA 6 & 63 registration and state Life Insurance within 120 days of hire
Must be able to travel to CA during training & transition period
The ideal candidate for this role should:
Be excited about working within an environment of ambiguity
Be data driven, analytical and enjoy working with numbers
Have courage to take intelligent risks
Have been told multiple times by multiple different people that they can think outside of the box
Enjoy the challenge of working in a complicated, ever-changing and fast-moving environment