Description
Our client, a rapidly growing wealth management and financial planning firm, is seeking an experienced Insurance Operations Manager to lead and expand its insurance division. This is a highly visible leadership opportunity for an insurance professional who combines strong technical expertise with a passion for team development, advisor support, and business growth.
The organization is committed to providing holistic financial solutions to clients and is actively investing in the continued expansion of its insurance platform. This individual will serve as the leader of the life insurance, long-term care, and annuity practice, partnering closely with financial advisors and senior leadership to drive results.
Key Responsibilities
Insurance Operations & Underwriting
Oversee underwriting, case design, placement, and policy implementation processes
Develop and enhance workflows to ensure an efficient, compliant client experience
Collaborate with insurance carriers to secure competitive solutions and favorable underwriting outcomes
Act as a resource for complex cases and product recommendations
Illustration & Case Design
Oversee the preparation and review of insurance and annuity illustrations
Ensure accuracy and effectiveness of client-facing proposals and advisor presentations
Support advisors with product comparisons and case strategy
Team Leadership
Recruit, develop, and manage a growing insurance operations team
Establish best practices and drive operational excellence
Mentor staff and create opportunities for ongoing professional development
Advisor Support
Serve as the internal subject matter expert on life insurance, long-term care, and annuity products
Partner with financial advisors to identify appropriate solutions for clients
Assist with case design, underwriting strategies, and implementation
Business Development
Help expand the firm's insurance business and identify growth opportunities
Build and maintain strong relationships with carriers, wholesalers, and industry partners
Support strategic initiatives aimed at enhancing the firm's overall client offering
Requirements
Qualifications
Minimum of 8 years of experience in life insurance, long-term care insurance, and annuities
Experience within an RIA, wealth management, financial planning, broker-dealer, or insurance environment strongly preferred
Bachelor's degree required; advanced designations such as CLU, ChFC, or CFP are highly valued or a L& H License
Strong knowledge of underwriting, placement, case management, and illustration production
Understanding of insurance regulations, compliance, and industry best practices
Proven leadership and team development experience
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