Job Overview:
Lead the strategy, development, and governance of the firm's insurance offerings (life, disability income, long-term care, annuities, variable products as applicable), ensuring profitability, regulatory compliance, and superior client and advisor experiences. Build and mentor an Insurance Servicing Specialist in underwriting, product development, pricing, and policy administration; partner with advisors to deliver innovative, compliant, and competitive insurance solutions to policyowners.
Key Responsibilities:
- Strategic Leadership and development of Insurance team
- Oversight of Underwriting process and Product Governance
- Regulatory Compliance and Filings
- Advisor Collaboration
- Client-facing meetings to assist in closing business
- Policy owner servicing and general insurance-related customer service
- Partnership and Vendor Management
- Operational Excellence and Data Analytics
- Risk Management and Internal Controls
- Daily task management and delegation with adherence to deadlines
- Maintain organized, detail-focused department
Qualifications:
- Education: Bachelor's degree in finance, economics, actuarial science, business, or related field. Advanced degree or professional designations (CLU, CFP, CFA, ASA/FSA, CPCU) preferred.
- Experience: 5+ years in life insurance, disability, annuities, or related financial services; experience with a large mutual insurance company in an insurance-related role preferred.
- Technical Knowledge:Deep understanding of life insurance products, riders, disability income insurance, long-term care, annuities, and related regulatory considerations
- Experience with policy illustrations and risk classification
- Knowledge of state insurance laws, NAIC guidelines, and regulatory filing processes
- Proficiency with policy administration systems, underwriting tools, and data analytics (SQL, Excel, BI tools) is a plus
- Leadership and Collaboration:Proven ability to lead cross-functional teams, influence without authority, and partner effectively across all areas of a team
- Strong strategic thinking, decision-making, and problem-solving capabilities
- Communication:Excellent written and verbal communication skills; ability to present complex concepts clearly to executives, fiduciaries, field leadership and clients
- Customer and Advisor Focus:Demonstrated commitment to client needs and advisor success, balancing profitability with policyowner value
Preferred Qualifications:
- Experience in a large mutual insurer or a similar platform with a strong emphasis on policyowner value and field collaboration
- Prior supervisory experience in a regulatory environment
What We Offer:
- Competitive compensation and bonus opportunities
- Comprehensive benefits package
- Career development and leadership training
- A collaborative, inclusive culture focused on client service and fiduciary responsibility
