Summary:
Our client is looking for a dynamic leader who thrives in a fast-paced environment and loves driving operational excellence! They need an inspiring Director of New Business Operations to lead the Phoenix-based team and take them to the next level. In this role, you'll have the opportunity to make a significant impact by shaping strategy, optimizing processes, and fostering a culture of continuous improvement. Your leadership will be essential in ensuring the timely and accurate processing of life insurance, annuity, LTC, and disability applications, while also building strong relationships with partners, carriers, advisors, and marketers.
As the driving force behind the New Business team, you’ll mentor, coach, and develop high-performing individuals that consistently exceed expectations. You won’t just focus on operational efficiency—you’ll play a key role in leveraging data analytics to make smarter decisions, implementing process improvements, while cultivating a high-energy, collaborative team environment.
This role is perfect for a strategic thinker with a deep understanding of the insurance industry who enjoys leading teams and building operational processes that scale.
Key Responsibilities:
- Lead and manage the day-to-day operations of the Phoenix-based New Business team, driving performance and efficiency.
- Collaborate with leadership and partners to craft and execute strategies that enhance service delivery and optimize business workflows.
- Develop and implement process improvements using data analytics, ensuring the team is always operating at peak performance.
- Act as the primary point of contact for escalations, managing operational, HR, and commission-related matters.
- Take ownership of training, mentoring, and talent development to empower your team to achieve excellence.
- Oversee the integration of policies, procedures, and resources to align with the broader vision.
- Build proactive relationships with partners, sales teams, carriers, and vendors to ensure seamless operations.
What We’re Looking For:
- Proven leadership experience (5-7+ years) in the insurance industry, with deep knowledge of life insurance and annuities.
- A track record of building and leading high-performance teams, coupled with a servant leader mindset.
- A strategic thinker who can develop and execute initiatives that drive growth and incorporate new technology.
- A master communicator who can tailor messaging for various stakeholders and lead with clarity.
- Strong organizational and time management skills, with a keen eye for detail and operational efficiency.
- Experience in paperless workflows and proficiency in Microsoft Office Suite.
- A passion for driving customer service excellence and continuous improvement.
Core Competencies:
- Servant leadership with a focus on team development and empowerment.
- Exceptional collaboration skills, both within the team and across departments.
- Ability to balance independent decision-making with teamwork, depending on the situation.
- Strong communication skills with an understanding of the importance of transparent communication across all levels of the organization.
If you're ready to lead a team, make impactful changes, and work with a company that values innovation and collaboration, we want to hear from you!
