Mgr Policyowner Operations - Health and Annuity

We are seeking a dynamic leader to oversee Policyowner Services operations and drive exceptional customer and business outcomes. This role is responsible for planning, staffing, directing, and developing a high-performing organization while fostering an engaged, inclusive, fair, and customer-focused work environment.

The ideal leader will champion talent development by building strong leaders and supporting the continuous growth of frontline associates. This position is accountable for delivering business results while ensuring operational excellence and compliance with applicable policies, procedures, guidelines, and laws.

If you are a people-focused leader who thrives on driving results, developing talent, and creating outstanding customer experiences, this is an opportunity to make a meaningful impact.

WHAT WE CAN OFFER YOU:

• Estimated Base Salary: $86,000 - $114,000, plus annual bonus opportunity, and commission. 
• 401(k) plan with a 2% company contribution and 6% company match.
• Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
• Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. 

WHAT YOU'LL DO:

• Leads high-risk insurance operations: Oversees highly visible Policyowner Services processes involving significant financial, regulatory, operational, and reputational risk, with decision-making authority up to $1 million.
• Drives people and team leadership: Manages supervisors and direct reports, including hiring, training, performance management, coaching, motivation, compensation, and compliance with HR guidelines.
• Ensures compliance and risk management: Analyzes regulations and legislation, identifies noncompliance, implements corrective actions, strengthens controls, and embeds a culture of operational risk accountability.
• Leads strategic and operational excellence initiatives: Drives business planning, transformation, process simplification, budget management, special projects, and initiatives designed to improve customer experience, profitability, efficiency, and business performance.
• Partners across the organization and externally: Collaborates with Underwriting, Claims, and other stakeholders on risk selection and policies; manages stakeholder relationships, supports settlement negotiations, represents the company in depositions and regulatory inquiries, and ensures departmental and corporate goals are achieved.

WHAT YOU’LL BRING:

• Strong leadership and people management: Demonstrates leadership, relationship-building, communication, and coaching skills, with the ability to develop leaders and frontline talent.
• Strategic and analytical decision-making: Applies sound independent judgment, creative thinking, and analytical skills to solve complex problems and drive results beyond traditional approaches.
• Effective planning and execution: Able to prioritize, organize, and manage multiple projects and competing activities in a fast-paced, dynamic environment.
• Insurance and operational expertise: Brings seasoned insurance knowledge, including products, distribution, business processes, systems, risk and controls, and applicable federal and state regulations.
• Adaptable and technology proficient: Comfortable with ambiguity and change, resilient under pressure, proficient with multiple technology platforms and Microsoft tools, and willing to travel up to 10%.
• You promote a collaborative culture, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
• Able to travel occasionally (approximately 5–10% annually) to attend events and in-person meetings (travel reimbursed).

PREFERRED:

• Transformation skills/experience

We value unique experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! 

If you have questions about your application or the hiring process, email our Talent Acquisition area at [email protected]. Please allow at least one week from time of applying if you are checking on the status.

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