Manager, Exclusive Services
Core
Lead a multidisciplinary team to deliver proactive, personalized administrative services and case management for insurance clients and sales force partners.
Role type
Senior management IC (insurance operations)
Builds
Administrative case processing, transaction approvals, and operational improvements for insurance products
Domain
Financial services / Insurance
Required skills
Team leadership, project management, analytical thinking, critical thinking, stakeholder management, business relationship building, process improvement, risk assessment, cross-functional coordination
Preferred skills
Experience supervising employees, knowledge of individual insurance products, familiarity with insurance systems, understanding of financial services industry
Technologies
IRIS
Responsibilities
Oversee progress of administration cases including transactions and policy changes; Coordinate follow-ups with internal and external partners including MGAs and sales directors; Provide support on decisions and processes for complex cases; Meet with sales force to understand business needs; Promote adoption of electronic tools; Identify opportunities for operational improvement; Approve transaction requests up to $1,000,000; Engage and coach a multidisciplinary team
Seniority
Manager, hands-on leadership