Manager, Insurance Operations

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $105k - $135k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🔒 Insurance

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

💸 Finance

💰 $75M Debt financing on 2022-02

Consulting • Insurance • Finance

Mariner is a national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, advisors, and businesses. The firm offers integrated solutions including wealth planning, tax planning and preparation, estate and trust services, insurance solutions, retirement plan services, institutional cash management, and valuation and advisory services. Mariner supports advisors with in-house teams and serves a range of client segments—executives, professional athletes, medical and dental professionals, and business owners—focusing on fiduciary advice and collaborative, sophisticated wealth strategies.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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