Head of Client Experience - Institutional Insurance

Location: Springfield, Massachusetts or Boston, Massachusetts; onsite

Salary: $189,900–$249,200 annually

Company

hirify.global provides institutional life insurance solutions, including BOLI, COLI, and ICOLI, to financial institutions, corporations, and insurance companies.

What you will do

• Shape and execute the strategic vision for Institutional Insurance operations, quantitative consulting, and business systems consulting.
• Lead the operating model, service delivery framework, and end-to-end capabilities supporting new business and post-issue services.
• Develop advisor and client experience strategies, including agency agreements, commissions, production reporting, and experience metrics.
• Drive automation, reporting, innovation, and service enhancements in partnership with Product, Sales, Legal, Compliance, Finance, Technology, and Underwriting.
• Develop conservation and in-force strategies to improve policy retention, protect assets under management, and strengthen client relationships.
• Establish performance indicators and use business analytics, market intelligence, and client trends to guide investments and strategic execution.

Requirements

• Bachelor's degree.
• 10+ years of experience in financial services, life insurance, employee benefits, institutional insurance, or related markets.
• 7+ years of leadership experience in strategic initiatives, product and in-force management, business development, or client experience.
• 5+ years of developing and executing business strategies using performance metrics, data-driven insights, and action planning.
• Strong strategic thinking, business planning, executive presence, communication, and cross-functional leadership skills.
• Advanced knowledge of life insurance products, distribution models, institutional client needs, and applicable state and federal regulations.

Nice to have

• Experience with BOLI, COLI, ICOLI, executive benefits, corporate benefits, or institutional insurance.
• Experience leading product development, product enhancements, go-to-market initiatives, or client experience programs.
• FLMI, CLU, ChFC, or another insurance or financial services designation.
• MBA or another advanced business degree.

Culture & Benefits

• Regular meetings with the Institutional Insurance Leadership Team and the Head of Institutional Insurance.
• Access to professional development content through Degreed and other learning platforms.
• Networking opportunities through business resource groups focused on Asian, Hispanic/Latinx, African American, Women, LGBTQIA+, Veteran, and Disability communities.
• A customer-focused culture that values ethics, integrity, collaboration, innovation, accountability, and continuous improvement.