Manager, Insurance Operations

🔥 13 horas atrás

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $105.000 - $135.000 / ano

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

🔒 Seguros

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Mariner

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

💼 Consultoria

🛡️ Seguros

💸 Finanças

💰 $75.000.000 Debt financing em 2022-02

Consulting • Insurance • Finance

A Mariner é uma empresa de gestão de patrimônio nacional que oferece serviços abrangentes de planejamento financeiro e gestão de investimentos para indivíduos, famílias, consultores e empresas. A empresa oferece soluções integradas, incluindo planejamento patrimonial, planejamento e preparação tributária, serviços de espólio e trustes, soluções de seguros, serviços de planos de aposentadoria, gestão de caixa institucional, e serviços de avaliação e consultoria. A Mariner apoia consultores com equipes internas e atende a uma variedade de segmentos de clientes—executivos, atletas profissionais, profissionais da área médica e odontológica, e proprietários de empresas—focando em aconselhamento fiduciário e estratégias patrimoniais colaborativas e sofisticadas.

Descrição

• Lead service-level reporting by monitoring performance, identifying trends, and providing actionable insights • Establish service standards, accountability measures, and escalation processes • Serve as the primary escalation point for complex advisor service issues • Build and maintain relationships with financial advisors through proactive communication and responsive issue resolution • Analyze advisor feedback and service trends to identify improvement opportunities and measure progress • Manage operational projects, timelines, deliverables, initiatives, and follow-up actions • Collaborate with internal teams, vendors, and business partners on cross-functional initiatives, process enhancements, and advisor communications • Lead, coach, and develop a small team while fostering accountability, collaboration, and service excellence

🎯 Requisitos

• Seven or more years of experience in life insurance operations, financial services operations, advisor service, or relationship management • Experience supporting financial advisors, wealth management teams, insurance producers, or other high-value internal stakeholders • Strong understanding of insurance workflows, preferably including life insurance, disability insurance, long-term care, and annuity processes • Preferred experience managing operational escalations, service standards, reporting, or operational performance • Preferred prior people leadership experience • Professional designations such as FLMI, FFSI, PCS, or LUTCF are preferred • Strong communication and relationship-building skills • Excellent judgment and professionalism in sensitive, complex, or high-priority situations • Strong project management, organization, and follow-through skills • Collaborative, service-oriented mindset focused on continuous improvement, accountability, and advisor experience

🏖️ Benefícios

• Progressive opportunities • Professional growth support • Community involvement opportunities • Diverse and supportive culture • Innovative workplace • Camaraderie and teamwork • Work-life balance • Potential eligibility for an incentive program • Additional compensation and/or benefits may be available