Medical Office Manager
4 hours ago
USAA is seeking a dedicated Manager, Life/Health/Retirement Income to join the Life Company Retirement Income Team. As a Manager, Life/Health/Retirement Income, you will be responsible for managing a team of specialists dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions.
Key Responsibilities- Motivate staff toward the attainment of goals and develop employees through regular coaching and feedback that leads to improved results.
- Execute process improvements and lead organizational process changes. Maintain compliance with policies, procedures, and all applicable regulatory requirements.
- Build and oversee a team through recruiting, developing, retaining, coaching, guiding, performance management and managerial activities.
- Proactively identify opportunities to improve operational effectiveness in Life, Health or Retirement Income.
- Implement and monitor processes and performance standards for Life, Health or Retirement Income.
- Achieve optimal productivity through managing workload volumes, staffing, training needs, and identifying and implementing appropriate solutions.
- Maintain current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes, and effectively communicate this knowledge to others within Health, Life or Retirement Income.
- In conjunction and coordination with Securities Counsel and Securities Compliance, provide research and documentation support for use in responding to regulatory authority inquiries and audits.
- Respond to executive complaints as necessary.
- Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
- Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
- May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry.
- Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry.
- 6 or more years of related experience in financial services operations to include process improvement.
- 2 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment.
- Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income.
- US military experience through military service or a military spouse/domestic partner.
- Current Life and Health (Group 1) license.
- CERTIFIED FINANCIAL PLANNERTM (CFP) designation.
- RICP (Retirement Income Certified Professional) Designation.
- 3 or more years of direct management experience within a financial service industry.
- 1 or more years of working experience with Life, Health, or retirement income products.
- Experience working/managing in a call center environment.
USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs.
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