Questpro is currently seeking candidates for an open Manager/Team Lead for the (inforce) Policyholder Services area of a Life and Annuity Insurance company. You will lead a small team of 6-8 inforce operations specialists. 2-3+ years of Management or Team Leader experience is required. Strong ability to manage to the corporate KPI’s and SLA’s is also required. Product experience with Life Insurance and/or Annuities is required.

This role is responsible for ensuring accurate and timely processing of policy changes, surrenders, loan value requests, disbursements, conversions, 1035 exchanges, etc. while also fostering a culture of top notch customer service and operational excellence. This role reports to the overall Director of Operations. Will not lead the Billing area, which is separate.

Essential responsibilities include:

Team management: Coaching, training, process, procedure, workflow, performance evaluations, HR issues. Fostering a culture of accountability.    

Policy Servicing: Oversight of all policy change requests, conversions, 1035 exchanges, loan value requests, financial and tax related transactions, disbursements, surrenders, withdrawals.  

Compliance: Ensure the team is adhering to all regulations and corporate policies, support audits, etc

Operations: Tracking daily performance metrics, managing to all KPI and SLA metrics, reporting to sr leadership, improve process and procedure, project management, escalations.

Qualifications include:

• 5-7+ years of Life insurance or Annuity policy administration experience
• 2-3+ years of team leader or team management experience
• Proven knowledge of Life insurance and/or annuity products, related contracts, disbursements, taxation, and servicing requirements
• Analytical, organizational, reporting and documentation skills
• Ability to manage competing priorities with exceptional attention to detail
• Advanced working knowledge of Microsoft Excel
• Experience with budgets is a plus

This is a full-time, permanent position offering excellent total compensation which includes base salary, annual bonus and outstanding retirement and health insurance benefits

This is an on site, in office hybrid role with 3 days in office and 2 days work from home with full PTO and holiday schedule. Location is Washington DC area.

This is an exciting leadership opportunity with a highly regarded company with opportunity for advancement, interested? If yes please email your resume to Jason Keck at jkeck@questpro.com for consideration.