Insurance Operations Manager - Executive Benefits

Summary

Join Protective's Executive Benefits Team and oversee the Inforce Operations admin support staff. You will manage daily operations, premium administration, quality control, and workflow. Responsibilities include handling time-sensitive tasks, coordinating audits, updating documentation, and working with senior management. A bachelor's degree is preferred, along with relevant experience in insurance and leadership. The position offers a competitive salary, annual incentives, and a comprehensive benefits package including health, dental, vision, paid time off, parental leave, and retirement plans.

Requirements

• Bachelor’s degree in business or related field preferred; high school diploma required
• Minimum 3 years’ experience working independently in a fast-paced, multi-faceted environment while focusing on critical high value deliverables
• Minimum 1 year of experience in the insurance and/or financial field
• Must have excellent leadership, verbal and written communication, customer service, analytical and problem-solving skills
• Must have the ability to summarize broad concepts into reviewable data -- solution-oriented mindset required
• Must have the ability to meet the needs of a diverse customer group and handle challenging conversations
• Must have the ability to master several different systems and repositories of information, to seamlessly utilize all of them to support daily operations
• Must adapt easily to a quickly changing environment
• Full proficiency in Microsoft Office, including Excel

Responsibilities

• Manage the Executive Benefits Inforce operations admin support staff in all day-to-day operations, including but not limited to timekeeping, HR related items, quality tracking and overall processes
• Oversee all Premium Administration tasks, strong focus on variable funds that must be handled generally within the same day. Must have knowledge of internal cash management process. Must become familiar with our client base in order to identify incoming funds and handle appropriately
• Manage process for departmental quality control program for the extended inforce operations team. Identifies recurring issues or training opportunities and works with staff members and management for corrective actions
• Oversee Inforce Operations workflow including management of the shared mailbox to ensure all tasks are created and assigned appropriately. Many time sensitive tasks due to the large volume of variable cases under management
• Oversee the coordination and compilation of all information needed for audits and monthly and quarterly SOX reviews. Accountable for adhering to control procedures
• Review, update, and adjust procedural documentation. Work with Senior Management and team to streamline workflow problems or processes
• Work with Compliance or Legal on issues or questions that arise with departmental audits
• Manage special projects or reporting as required
• Travel for annual meetings and partner support may be required
• Assume ownership of team workloads and service standards and provide detailed and consistent communication to senior management regarding processing statistics
• Maintain productivity & quality at or above the team standard

Preferred Qualifications

• Current FINRA SIE and Series 6/7 preferred. If not currently held, must obtain FINRA SIE and Series 6 within one year of hire
• Variable life or annuity experience a plus
• Prior experience in leadership and/or people management strongly preferred

Benefits

• Health, dental and vision insurance
• Mental health benefits and an employee assistance program
• Paid time off, paid parental leave, short-term disability, and a cultural observance day
• Contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching
• ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards
• Annual incentive based on individual and Company performance