Manager, Insurance Operations
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Insurance Operations Manager leading service reporting, escalations, process improvements, and advisor relationships. Managing a small team for Mariner Wealth Advisors, a wealth management firm.
Responsibilities:
- Lead service-level reporting by monitoring performance, identifying trends, and providing actionable insights
- Establish service standards, accountability measures, and escalation processes
- Serve as the primary escalation point for complex advisor service issues
- Build and maintain relationships with financial advisors through proactive communication and responsive issue resolution
- Analyze advisor feedback and service trends to identify improvement opportunities and measure progress
- Manage operational projects, timelines, deliverables, initiatives, and follow-up actions
- Collaborate with internal teams, vendors, and business partners on cross-functional initiatives, process enhancements, and advisor communications
- Lead, coach, and develop a small team while fostering accountability, collaboration, and service excellence
Requirements:
- Seven or more years of experience in life insurance operations, financial services operations, advisor service, or relationship management
- Experience supporting financial advisors, wealth management teams, insurance producers, or other high-value internal stakeholders
- Strong understanding of insurance workflows, preferably including life insurance, disability insurance, long-term care, and annuity processes
- Preferred experience managing operational escalations, service standards, reporting, or operational performance
- Preferred prior people leadership experience
- Professional designations such as FLMI, FFSI, PCS, or LUTCF are preferred
- Strong communication and relationship-building skills
- Excellent judgment and professionalism in sensitive, complex, or high-priority situations
- Strong project management, organization, and follow-through skills
- Collaborative, service-oriented mindset focused on continuous improvement, accountability, and advisor experience
Benefits:
- Progressive opportunities
- Professional growth support
- Community involvement opportunities
- Diverse and supportive culture
- Innovative workplace
- Camaraderie and teamwork
- Work-life balance
- Potential eligibility for an incentive program
- Additional compensation and/or benefits may be available
Similar Jobs
Partner Services Operations Specialist
Partner Services Operations Specialist supporting ancillary insurance operations at USAble Life. Researching service issues, maintaining benefit data, and coordinating cross-functional resolutions remotely.
Senior Operations Manager, Optimization
Senior Operations Manager improving data, processes, and systems for the National Wildlife Federation. Supporting conservation programs through operational analysis, cross-functional leadership, and strategic recommendations.
Senior Manager – Quality Audit Operations
Senior Manager leading AI-enabled healthcare quality audit programs at Cotiviti. Governing accuracy, remediation, productivity, and continuous improvement across human and AI-supported reviews.
Operations Manager – Law Firm Operations Administrator
Operations Manager supporting the COO of a U.S. immigration law firm. Improving workflows, automation, reporting, CRM systems, and staff operations across a fully remote Asia-based team.
Health Plan Data Operations Associate Internship
Health plan data operations intern supporting GDIT’s WTC Health Program provider data. Verifying data, updating provider rosters, and coordinating healthcare operations initiatives.
Head of Operations Finance
Head of Operations Finance overseeing cost accounting, inventory valuation, budgeting, and operational reporting. Supporting Canopy Growth’s cannabis and hemp business through finance leadership and process improvement.
Operations Lead Analyst
Operations Lead Analyst managing healthcare accumulator relationships for Evernorth Health Services. Resolving vendor issues, analyzing trends, and recommending process and technology improvements remotely from Tennessee.
Accounts and Operations Manager
Accounts and Operations Manager leading Cleankill and Clearup pest control operations across London and the South East. Managing field teams, service delivery, compliance and major commercial client relationships.
Fueling Operations Support Manager
Fueling Operations Support Manager maintaining Ryder’s transportation and supply-chain fueling facilities nationwide. Troubleshooting systems, managing compliance, repairs, customer support, projects, and performance reporting.
Team Lead, IT Operations & Service Management
Team Lead für interne IT-Operations und Service Management beim digitalen Immobilienverwalter Reos. Sicherstellung der Microsoft-Arbeitsumgebung, IT-Projekte, Support-Prozesse und Dienstleistersteuerung.
Especialista em Observabilidade e AIOps
Especialista em Observabilidade e AIOps evoluindo monitoramento, automação e integrações ITSM na UltraCon, consultoria de TI. Melhorando correlação de eventos, dashboards, cobertura de monitoração e dados para agentes de IA.
Growth Operations Manager – Dealership
Growth Operations Manager supporting Vehlo’s dealership software customers and revenue teams. Managing enablement, CRM tools, campaigns, process improvements, and GTM analytics.
Platform Operations Specialist
Platform Operations Specialist configuring uMed’s clinical research technology platform. Supporting studies, releases, documentation, compliance, and operational process improvement.
Commercial Real Estate Operations Admin
Remote Operations Admin supporting a Southern California commercial real estate advisory group. Managing CRM pipelines, property research, marketing, and transactions from listing through closing.
Commercial Real Estate Operations Admin
Remote Operations Admin supporting a Southern California commercial real estate advisory group. Managing CRM, property research, marketing, and transactions from listing through closing.
Customer Operations Associate
Customer Operations Associate supporting Mercuryo’s crypto and Web3 financial-services users overnight. Handling customer issues across chat, email, and social media while escalating technical incidents.
Director of Apparel Operations – Systems
Breezy Golf operations director owning ERP/EDI systems, fulfillment, freight, inventory, and 3PL networks for a fast-growing apparel brand. Leading wholesale compliance and operations teams.
Training Operations Lead
Training Operations Lead scaling crane and rigging instructor-led programs for Interplay Learning, an immersive skilled-trades training company. Managing scheduling, logistics, systems, data, contractors, and course closeouts.
Operations and Logistics Administrator
Operations and Logistics Admin supporting U.S. Nursing’s healthcare strike staffing services. Managing procedures, housing logistics, client communications, systems, tickets, and surveys.
Litigation Operations Consultant, Projects & Technology
Litigation operations consultant managing legal project portfolios, technology, and process improvement initiatives. Supporting AAA insurer attorneys and cross-functional business partners across the United States.