Insurance Ops Manager - Executive Benefits

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Primary Job Functions:

• Manages the Executive Benefits Inforce operations admin support staff in all day-to-day operations, including but not limited to timekeeping, HR related items, quality tracking and overall processes. 
• Oversight of all Premium Administration tasks, strong focus on variable funds that must be handled generally within the same day.  Must have knowledge of internal cash management process. Must become familiar with our client base in order to identify incoming funds and handle appropriately.   
• Manages process for departmental quality control program for the extended inforce operations team. Identifies recurring issues or training opportunities and works with staff members and management for corrective actions.  
• Oversight of Inforce Operations workflow including management of the shared mailbox to ensure all tasks are created and assigned appropriately. Many time sensitive tasks due to the large volume of variable cases under management. 
• Oversees the coordination and compilation of all information needed for audits and monthly and quarterly SOX reviews. Accountable for adhering to control procedures.
• Reviews, updates, and adjusts procedural documentation. Works with Senior Management and team to streamline workflow problems or processes.
• Works with Compliance or Legal on issues or questions that arise with departmental audits
• Manages special projects or reporting as required.
• Travel for annual meetings and partner support may be required. 

Qualifications:

• Bachelor’s degree in business or related field preferred; high school diploma required.
• Current FINRA SIE and Series 6/7 preferred. If not currently held, must obtain FINRA SIE and Series 6 within one year of hire.
• Minimum 3 years’ experience working independently in a fast-paced, multi-faceted environment while focusing on critical high value deliverables.
• Minimum 1 year of experience in the insurance and/or financial field.
• Variable life or annuity experience a plus.
• Prior experience in leadership and/or people management strongly preferred.
• Must have excellent leadership, verbal and written communication, customer service, analytical and problem-solving skills. 
• Must have the ability to summarize broad concepts into reviewable data -- solution-oriented mindset required.
• Must have the ability to meet the needs of a diverse customer group and handle challenging conversations.
• Must have the ability to master several different systems and repositories of information, to seamlessly utilize all of them to support daily operations.
• Must adapt easily to a quickly changing environment.
• Assumes ownership of team workloads and service standards and provides detailed and consistent communication to senior management regarding processing statistics. 
• Maintaining productivity & quality at or above the team standard.
• Full proficiency in Microsoft Office, including Excel.