Manager, Life Solutions

Role Overview

• Leads and develops a team of professional licensed advisors to provide best in class Health, Life, or Retirement advice and solutions to members to improve their financial security.
• Contributes to the achievement of Life Co member, product, and financial goals through team’s performance.
• Effectively coaches employees on sales processes and opportunities to improve overall sales results.
• Proactively identifies opportunities to improve operational effectiveness in Life, Health, or Retirement Income, resulting in reducing manual processes and expenses.
• Works with key stakeholders to implement solutions to improve operational effectiveness and performance standards to drive improved acquisition results.
• Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes, and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income.
• Develops required operational tools and processes including workflow development, systems enhancements, and selection of other technical resources needed.
• May fulfill the responsibilities of a securities principal: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits.
• Responsible for the resolution of complex operations issues and/or member escalations.
• Maintains compliance with company policies, procedures, and all applicable state and federal laws, rules, and regulations.
• Collaborates with strategic third-party vendors that helps USAA provide brokered products including Final Expense, Universal Life Insurance, Medicare Advantage & Prescription Drug Plans.
• Coordinates training/onboarding/development of third-party staffing to assist with seasonal call volumes.
• Responsible for efficient call center operating model that adheres to employee and member experience KPIs.
• Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Requirements

• Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
• 6 years of experience in financial services operations to include process improvement.
• 2 years of direct team lead, supervisory, or management experience required.
• Experience implementing and managing business process improvements.
• Extensive sales experience in the Health, Life, or Retirement industry.
• Demonstrated knowledge of financial products and services relevant to life, health insurance, or retirement income.
• Knowledge of federal laws, rules, regulations, and applicable guidance to include NY Regulation 187, NY Reg 60, Best Interest, and CMS (Centers of Medicare and Medicaid Services).
• Ability to complete AHIP (America’s Health Insurance Plans) and Strategic Partner carrier certifications.

Benefits

• comprehensive medical, dental and vision plans
• 401(k)
• pension
• life insurance
• parental benefits
• adoption assistance
• paid time off program with paid holidays plus 16 paid volunteer hours
• various wellness programs
• career path planning and continuing education