New Business Operations Manager

5 hours ago

Phoenix, Arizona, United States Match Made Talent Full time

Job Summary:

We are seeking a highly skilled New Business Manager to lead our Phoenix-based team. As a key member of our operations team, you will be responsible for 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 will collaborate closely with partners, advisors, carriers, and internal teams to deliver exceptional service and ensure accuracy across all operations.

Key Responsibilities:

  • Oversee and manage the New Business team in our Phoenix Operations Center, ensuring 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 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.

Requirements:

  • 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 you are a motivated and experienced professional looking to lead a team in a fast-paced collaborative environment, we encourage you to apply for this exciting opportunity.

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