Operations Supervisor (insurance / Financial Services)

D&D Insurance Agency Inc

Addison, TX, United States
Fully remote
Life insurance operations experience
Case management experience
Leadership and team development
The New Business Manager oversees all life and annuity case submissions and serves as a key liaison between PHP agents, carrier partners, and underwriting departments

Job Summary

  • The New Business Manager oversees all life and annuity case submissions and serves as a key liaison between PHP agents, carrier partners, and underwriting departments.
  • Lead and develop Team Leads and new business case managers, building a pipeline of future leaders.
  • PHP provides part-time or fulltime opportunities to individuals pursuing careers as life insurance agent.

Matching Summary

The New Business Manager oversees all life and annuity case submissions and serves as a key liaison between PHP agents, carrier partners, and underwriting departments.

Skills & Requirements

Must-have

  • Life insurance operations experience
  • Case management experience
  • Leadership and team development
  • Cross-departmental collaboration
  • CRM/ticketing tools familiarity
  • Microsoft Systems proficiency

Nice-to-have

  • Agent enablement passion
  • White glove customer service
  • Field-driven culture alignment
  • Continuous improvement culture

Key Requirements

  • 3-5 years of experience in life insurance operations or case management
  • Proven leadership and cross-department collaboration
  • Experience with life and annuity underwriting and carrier guidelines

Work Rights

Not specified

Tailored Resume

Cover Letter