3 дня назад
Operations Supervisor (Insurance / Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Operations Supervisor (Insurance / Financial Services) (Life Insurance Operations): Leading new business operations for life and annuity case submissions, from submission through placement, with an accent on team development, KPI and SLA management, and agent-focused service. Focus on resolving complex cases, improving workflows and systems, and communicating operational performance insights to leadership.
Location: Dallas, TX; fully onsite Monday through Friday, 8:00 a.m. to 5:00 p.m. The office is relocating from Addison to Fountain Place in downtown Dallas in April.
Company
is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus. PHP Agency is part of the family and operates a nationwide field sales force of licensed insurance agents.
What you will do
- Lead and develop Team Leads and New Business Case Managers.
- Oversee life and annuity case submissions, work queues, turnaround times, and case flow through placement.
- Establish and monitor KPIs, SLAs, quality standards, and operational performance.
- Deliver onboarding, training, coaching, and quality oversight for consistent and compliant processing.
- Act as the escalation point for complex cases involving agents, carrier partners, and underwriting teams.
- Drive process, workflow, system, and technology improvements while reporting operational trends and risks to leadership.
Requirements
- 3–5 years of professional experience.
- Bachelor’s degree in Communications, Public Relations, Journalism, or a related field.
- Experience supporting internal or employee communications functions.
- Experience implementing strategic communication plans.
- Exceptional written and verbal communication skills, with the ability to tailor messages for different audiences.
- Ability to manage multiple projects simultaneously in a fast-paced environment.
Culture & Benefits
- Family-oriented environment within a hyper-growth insurance and insurtech organization.
- Professional development and career advancement opportunities.
- Competitive compensation package and benefits for employees and their families.
- Equal opportunity employer committed to reasonable accommodations for qualified individuals with disabilities.
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