Manager, Insurance Services

About the Role As Manager, Insurance Services, you will lead a team of Licensed Insurance and Annuity Brokers responsible for helping clients understand and evaluate fixed annuity solutions within the context of their broader financial goals and investment strategies. Through effective coaching, performance management, and operational oversight, you will drive sales excellence, promote client education and engagement, and ensure all insurance activities are conducted in compliance with applicable regulations, company policies, and industry best practices while delivering outstanding client outcomes. What You'll Do

• Lead and develop your team: Supervise, coach, and support a team of Licensed Insurance and Annuity Brokers (LIBs). Establish clear performance expectations and conduct regular one-on-one meetings, performance reviews, and development planning. Foster a culture of integrity, accountability, collaboration, and client-centric service. Promote professional development and cross-disciplinary collaboration. Assist with recruiting, onboarding, training, and retention of insurance professionals.
• Drive Service Excellence: Act as an escalation point for complex client issues, service concerns, or conflicts. Monitor client satisfaction metrics, feedback, and service trends, and implement corrective actions where needed. Proactively identify and mitigate supervisory, operational, and reputational risks. Ensure consistent application of regulatory standards of care. Reinforce a culture where exceptional service is viewed as a core responsibility, not just a performance metric.
• Business and Performance Management: Monitor individual and team performance metrics, including production, growth, retention, and client satisfaction. Support LIBs in implementing sales and client service strategies aligned with company goals. Identify process improvements to enhance efficiency, risk management, and the client experience.
• Communicate with Impact: Engage effectively with colleagues at all levels and across functions. Foster transparency and open dialogue. Deliver feedback that drives performance and development.
• Stay Ahead: Keep current on regulatory changes, industry trends, and emerging best practices. Pursue ongoing professional development. Seek and act on feedback to continuously enhance your impact.