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Associate Director - Annuity Operations

Addison, TX

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.

Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.

We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.

Role Summary

We are seeking a dynamic and experienced leader to join our leadership team. This leadership position is of utmost importance in leading and developing the Case Managers responsible for our Individual business within Annuity New Business. The Associate Director will be pivotal in overseeing production for multiple sites, ensuring efficient and high-quality service delivery.

This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days.  Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday.  The work schedule type and core days are subject to change with advance notification and manager discretion.

Essential Duties and Responsibilities

  • Strategic Leadership and Team Management:
    • Lead, mentor, and manage Case Managers, across multiple sites, ensuring efficient processing of Annuity New Business.
    • Develop and implement strategic individual and team goals that align with broader departmental and organizational objectives.
    • Foster a culture of excellence and high performance by providing advanced coaching and development opportunities to team members.
    • Provide regular feedback and coaching to team members, supporting their professional development.
    • Cultivate a team environment that fully embraces and promotes our core values and culture.
  • Advanced Operational Oversight:
    • Oversee and optimize production activities for multiple production sites, maintaining superior service standards.
    • Ensure all processes are not only compliant with company policies and state and federal regulations but also adhere to best industry practices.
    • Establish and uphold rigorous productivity and quality standards through comprehensive audits and reviews.
  • Expert Quality Assurance:
    • Maintain a deep and comprehensive knowledge of our products, services, systems, and business processes to ensure top-tier operational efficiency.
    • Proactively collaborate with senior internal teams and external partners to resolve complex issues and continuously enhance service delivery.
    • Lead the implementation of innovative processes to significantly improve workflow efficiency and resource utilization.
  • Performance Monitoring and Reporting:
    • Provide detailed, data-driven updates to executive leadership on production metrics, trends, and outcomes, offering strategic insights and recommendations.
  • Exceptional Customer Service Excellence:
    • Address high-priority customer and agent inquiries with urgency and efficiency, ensuring their needs are met and exceeded.
    • Build and maintain robust relationships with internal stakeholders and key business partners to drive collaborative success.

Minimum Qualifications

  • Bachelor’s degree in business, Operations Management, or related fields.
  • 3+ years of experience in Annuity Operations, Financial Services or related fields preferred.
  • Minimum of 3 years leadership experience.
  • Strong leadership skills with change management experience.
  • Strong financial and business acumen.
  • Strong problem-solving and critical-thinking abilities.
  • Excellent organizational skills and attention to detail.
  • Ability to drive continuous improvement and enhance service delivery.
  • Strong interpersonal and communication skills.
  • Ability to pass a background check.

Benefits

Base Pay Range.  The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.  The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.

Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.

Salary Pay Range

$67,500 - $99,000 USD

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

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National Life Group

1 National Life Dr

Montpelier, VT 05604

 

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