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Field Operations Manager

4 months ago

MagstattleBas, Grand Est, United States Alliant Insurance Services, Inc. Full time
Senior Market Sales is hiring a Manager of Field Operations to partner with our acquisition, Futurity First

With over 26 different offices throughout the US, Futurity First is a family of community-based insurance advisors dedicated to providing clients with peace of mind, clarity, and stability.

We offer a solution-based process and a choice of top-quality products from leading insurance companies in the life and health insurance industry.


POSITION HIGHLIGHTS:
We are seeking a Manager of Field Operations to help partner with our managers on operations, sales, development, and more

  • Full-time, benefits-eligible
  • Hybrid working Monday - Thursday onsite and remote Fridays.
  • Office located at 8420 W Dodge Rd Omaha, NE 68114
  • Compensation is a combination of base pay + incentive

SUMMARY

Responsible for leading the development and management of all processes, tools, and people for field offices and acquisition partner operations.

Serves as a liaison between field office, acquisition partners, and SMS corporate support services.

Assists

with business plans, sales goals, marketing strategies, and day-to-day operations management.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Maintains effective communication with acquisition partners, and acts as a liaison between shared services at SMS and acquisition partners.
  • Mentor and coach acquisition partners and field office leaders on all business matters.
  • Leads and conducts regularly cadenced acquisition partner meetings.
  • Establishes and oversees continuity plans for each entity.
  • Collaborates and partners with the SMS Integration team; Coordinates and
participates

in agency onboarding.

  • Handles acquisition partner office leases and coordination of office moves.
  • Participates in key company-wide projects, as a project manager on occasion.
  • Coordinates with carriers, compliance department, and other areas as necessary to ensure all policies align with carrier and regulatory rules.
  • Direct supervision of designated personnel. Supervisory responsibilities

include:
hiring/

terminating

, disciplinary actions, assigning/checking work, plan/appraise job performance measurements, performance reviews, compensation recommendations, new hire orientation, and training; Provides policy and operational leadership.

  • Establishes, oversees and/or
participates

with


annual goal setting, including revenue and recruiting goals based upon sales projections and annual marketing, or setting business plans for the business unit and monitoring performance against goals.


  • Adheres to budget guidelines and
approved

annual marketing or business unit plans.

  • Presents presentations at
appropriate meetings

, and includes information such as ongoing initiatives,

future plans

to be implemented,

accurate

reporting, reviewing

objectives

, reviewing progress,

identifying

needs

or areas for improvement, and action plans for correction.

  • Establishes or oversees the development, maintenance, and monitoring of desk manuals, Standard Practice Bulletins (SPBs), and Critical Success Indicators (CSIs).
  • Works collaboratively with fellow senior staff to advance the values and mission of SMS by
participating

in and attending

appropriate management

and administration meetings; Provides strategic, policy and operational leadership.

  • Works collaboratively with fellow staff to advance the values and mission of Senior Market Sales and its subsidiaries by serving on relevant internal and external committees; Assists with special projects/assignments as requested by members of management.
  • Perform all duties
in accordance with

all company policies and procedures, and all federal,

state

and local laws, wherein the Company

operates

.

  • Performs other duties as assigned

QUALIFICATIONS
EDUCATION / EXPERIEN

CE
Bachelor's Degree,

in business, management, or a related field
Or an equivalent combination of education and experience
Ten (10) or more years,

of industry or related field (financial services, marketing, web-based business or call center) experience, preferably in the insurance industry
Four (4) or more years,

of managerial or project management experience

preferred

SKILLS
Knowledge of the general industry procedures, standards, systems, resources, practices and terminology.

Knowledge of insurance services industries.

Knowledge of accounting, budgeting and financial management principles and procedures.

Working knowledge of federal, state and local laws as well as industry regulations preferred

Knowledge of program and project management including outcomes, quality assurance, and satisfaction measurement and interpretation.

Knowledge of supervisory techniques to accomplish instruction, motivation and training of personnel.

Skill in the use of time management, organizational leadership and supervisory skills.

Skill in negotiating and problem solving to resolve internal and external conflicts.

Skill to supervise, motivate and train.

Skill in project management.

Ability to approach and communicate with a wide range of personalities in a professional and courteous manner.

Ability to demonstrate organizational leadership qualities and develop and foster trusting relationships.


Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests.

Ability to analyze and accurately interpret budgets, financial reports and statistical data.

Ability to be patient under frustrating circumstances and demonstrate controlled emotional affect in difficult situations.

Medicare knowledge preferred.

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