Associate Director, Annuity New Business

1 month ago

Montpelier, Vermont, United States National Life Group Full time

Associate Director, Annuity New Business Services

Company Summary

Come join one of America's fastest growing insurance companies with a stable history of 175 years. At National Life Group ("NLG"), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: Do Good. Be Good. Make Good.

Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.

We invite you to explore what we have to offer and to join our cause.

Role Summary

We are seeking a dynamic and experienced leader to join our team as the Associate Director of Annuities New Business. This leadership position is of utmost importance in leading and developing the Case Managers responsible for our Individual business within Annuity New Business. The Associate Director will be pivotal in overseeing production for multiple sites, ensuring efficient and high-quality service delivery.

Essential Duties and Responsibilities

Strategic Leadership and Team Management:

Lead, mentor, and manage Case Managers, across multiple sites, ensuring efficient processing of Annuity New Business.Develop and implement strategic individual and team goals that align with broader departmental and organizational objectives.Foster a culture of excellence and high performance by providing advanced coaching and development opportunities to team members.Provide regular feedback and coaching to team members, supporting their professional development.Cultivate a team environment that fully embraces and promotes our core values and culture.Advanced Operational Oversight:Oversee and optimize production activities for multiple production sites, maintaining superior service standards.Ensure all processes are not only compliant with company policies and state and federal regulations but also adhere to best industry practices.Establish and uphold rigorous productivity and quality standards through comprehensive audits and reviews.Expert Quality Assurance:Maintain a deep and comprehensive knowledge of our products, services, systems, and business processes to ensure top-tier operational efficiency.Proactively collaborate with senior internal teams and external partners to resolve complex issues and continuously enhance service delivery.Lead the implementation of innovative processes to significantly improve workflow efficiency and resource utilization.Performance Monitoring and Reporting:Provide detailed, data-driven updates to executive leadership on production metrics, trends, and outcomes, offering strategic insights and recommendations.Exceptional Customer Service Excellence:Address high-priority customer and agent inquiries with urgency and efficiency, ensuring their needs are met and exceeded.Build and maintain robust relationships with internal stakeholders and key business partners to drive collaborative success.Core WorkdaysThis position is presently onsite/hybrid with the expectation of being in the office three days per week with current campus days being Tuesday, Wednesday and Thursday (subject to change with advance notification and manager discretion).Minimum Qualifications Bachelor's degree in business, Operations Management, or related fields.10+ years of experience in Annuity Operations, Financial Services or related fields. Minimum of 5+ years leadership experience.Strong leadership skills with experience managing diverse teams.Strong financial and business acumen.Strong problem-solving and critical-thinking abilities.Excellent organizational skills and attention to detail.Ability to drive continuous improvement and enhance service delivery.Strong interpersonal and communication skills.Ability to pass a background check.Preferred Qualifications Master's degree in business administration, Operations Management or related fieldsBenefitsYour benefits start day one and are flexible and customizable to your and your family's specific needs. Check out the BENEFITS of a Career at National Life
The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. National Life Group is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.National Life Group1 National Life DrMontpelier, VT 05604Social Media Policy Site Disclosure and Privacy Policy

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