My client is a nationally recognized annuity product development and
distribution firm that excels in driving innovation, development and
distribution of guaranteed retirement income and accumulation products. With
over $13 billion in sales since 2006, their products are rapidly becoming a
cornerstone of modern retirement plans. They presently offer a fantastic career
opportunity for someone with the skill, experience and drive to build a new
operations team within a high-energy, stable and professional
environment.
Operations Manager Responsibilities:
- Develop and implement plans for the operational infrastructure of systems, processes, and personnel to accommodate growth and new product.
- Direct functions, staff and systems necessary to provide pre/post sales administration and client service.
- Establish and maintain appropriate procedures and controls to ensure accuracy, efficiency and productivity are maintained for all work performed within operations team.
- Maintain and cultivate strong carrier relationships.
- Work closely with sales team on complex cases, compliance issues and service questions.
- Responsible for all compliance questions, complaints and issues that involve wholesaling groups or their agents.
- Liaison between operations team, sales team and insurance carriers.
Operations Manager
Requirements:
- Strong background and work experience in Insurance Carrier Back Office Operations, Financial Services and/or Securities is a must.
- Expertise in policy issuance, generation and management of insurance documents, client service.
- Excellent Interpersonal skills.
- Excellent communication skills, both verbal and written.
- Proficiency in Excel, Word, and Outlook.
Please contact Scott
Thompson for immediate confidential consideration and additional details.
Phone: 515-216-5455
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