Operations Supervisor (insurance / Financial Services)

PHP Agency

Addison, TX, United States
Fully remote
Life insurance operations experience
Case management experience
Leadership and team development
As a Department Manager, you will redefine excellence by sharpening the agent’s experience, developing internal talent, and leading with a spirit of unity, accountability, and excellence

Job Summary

  • As a Department Manager, you will redefine excellence by sharpening the agent’s experience, developing internal talent, and leading with a spirit of unity, accountability, and excellence.
  • The New Business Manager oversees all life and annuity case submissions, serving as a key liaison between PHP agents, carrier partners, and underwriting departments to ensure efficient application processing.
  • PHP offers a competitive compensation package, including Medical/Dental/Vision Insurance, 401(k) Retirement Plan, Paid Holidays, PTO, and more.

Matching Summary

As a Department Manager, you will redefine excellence by sharpening the agent’s experience, developing internal talent, and leading with a spirit of unity, accountability, and excellence.

Skills & Requirements

Must-have

  • Life insurance operations experience
  • Case management experience
  • Leadership and team development
  • Cross-departmental collaboration
  • Fast-paced regulated environment
  • CRM/ticketing tools familiarity

Nice-to-have

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

Key Requirements

  • 3-5 years of experience in life insurance operations or case management
  • Proven leadership and cross-department collaboration
  • Ability to mentor teams
  • Strong systems thinking
  • Familiarity with Microsoft Systems
  • Analytical mindset with reporting and process development skills
  • Experience with life and annuity underwriting and carrier guidelines

Work Rights

Not specified

Tailored Resume

Cover Letter