Operations Team Manager, Annuity New Business

Operations Manager, Annuity New Business

Position is located on our Montpelier, Vermont,  or Addison, Texas, with a hybrid schedule 

Role Summary

We are seeking a dynamic and experienced leader to join our leadership team. 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 Workdays

This 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.
3+ years of experience in Annuity Operations, Financial Services or related fields.
Minimum of 3 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 fields

Benefits

Your 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 fam