Manager, Insurance Operations

đź•’ vor 1 Monat

🇺🇸 Vereinigte Staaten – Remote

đź’µ $105.000 - $135.000 / Jahr

⏰ Vollzeit

đźź  Senior

đź”´ Experte

đź”’ Versicherung

🦅 H1B-Visum-Sponsor

infoinfo

đź‘» Geisterscore 2%

infoinfo

🗣️🇺🇸🇬🇧 Englisch erforderlich

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Logo of Mariner

Mariner

1001 - 5000 Mitarbeiter

đź’Ľ Beratung

🛡️ Versicherung

đź’¸ Finanzen

💰 €75.000.000 Debt financing im 2022-02

Consulting • Insurance • Finance

Mariner ist ein national agierendes Vermögensverwaltungsunternehmen, das umfassende Finanzplanung und Investmentmanagement-Dienstleistungen für Einzelpersonen, Familien, Berater und Unternehmen bietet. Das Unternehmen offeriert integrierte Lösungen, darunter Vermögensplanung, Steuerplanung und -vorbereitung, Nachlass- und Treuhanddienste, Versicherungslösungen, Altersvorsorgeleistungen, institutionelles Cash Management sowie Bewertungs- und Beratungsdienstleistungen. Mariner unterstützt Berater mit internen Teams und bedient eine Reihe von Kundensegmenten – Führungskräfte, Profi-Sportler, medizinische und dental-professionelle und Unternehmer – mit einem Fokus auf treuhänderische Beratung und kooperative, anspruchsvolle Vermögensstrategien.

Beschreibung

• 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

🎯 Anforderungen

• 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

🏖️ Vorteile

• 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

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