Summary:
Are you a hands-on leader with a passion for coaching teams and driving operational success? As the New Business Manager, you'll lead the Phoenix-based team, ensuring the efficient processing of life insurance, annuity, LTC, and disability applications. This role combines day-to-day management with a focus on training and mentoring team members to meet and exceed organizational goals. You’ll collaborate closely with partners, advisors, carriers, and internal teams to deliver exceptional service and ensure accuracy across all operations.
In this role, you'll not only lead and manage but also be a key contributor, ensuring team alignment with company goals, workflow standards, and best practices. Strong candidates should have an in depth understanding of the insurance industry, particularly life insurance and annuities, and the ability to motivate and support a high-performing team.
Key Responsibilities:
- Oversee and manage the New Business team in our Phoenix Operations Center, ensuring the timely and accurate processing of high volumes of applications.
- Act as the main point of contact for escalated new business and commission-related issues, providing hands-on support to the team.
- Ensure that all team members are trained on processes, workflows, and service level expectations, continuously providing coaching to improve performance.
- Conduct audits of policies and contracts, identifying and resolving errors to ensure quality standards are met.
- Collaborate with partners, advisors, and carriers to manage relationships and ensure smooth operations.
- Proactively manage workflow distribution within the team to meet operational goals.
- Work closely with other the Operations Centers and internal departments to complete projects and tasks efficiently.
- Prepare detailed reports for leadership and advisors to keep them updated on team performance and business processing.
Key Management Responsibilities:
- Train new team members on processes, and provide ongoing development and mentorship.
- Monitor the team’s adherence to SLAs and make adjustments as needed to ensure goals are consistently met.
- Track and approve team timecards and PTO, ensuring all HR-related tasks are handled effectively.
- Participate in Key Operations Management meetings to collaborate with the wider leadership team on organizational goals.
What We’re Looking For:
- 5+ years of experience in the insurance industry, with an intimate knowledge of life insurance and annuities.
- A proactive communicator who can work independently and collaboratively, depending on the situation.
- Excellent customer service skills, with the ability to build strong relationships with partners, advisors, and carriers.
- Strong organizational and time management skills, with attention to detail.
- Proficiency in Microsoft Office Suite and experience with paperless workflows.
Core Competencies:
- A servant leader mindset with the ability to inspire and guide the team to success.
- Strong communication skills to ensure clarity within the team and across leadership.
- Ability to balance team management with individual contributions, driving results in both areas.
If the opportunity to lead a team in a fast-paced collaborative environment sounds exciting, we’d love to hear from you!
