Bestow
Building cutting-edge technology and data solutions for life insurance and annuities.
Business & Underwriting Operations Support Manager
Location
United States
Posted
12 days ago
Salary
$95K - $115K / year
Bachelor Degree5 yrs expEnglish
Job Description
• Oversee new business and underwriting operations: Ensure the team effectively manages new business cases, from application processing to issue resolution, ensuring timely and accurate outcomes.
• Manage the new business operations team: Oversee the hiring, training, development, and the offering of mentorship and guidance to foster a high-performing team.
• Improve new business processes: Create, develop, maintain, and identify opportunities to improve new business processes and efficiency.
• Monitor case progress: Track the progress of each case and ensure that all required steps are completed within established timelines.
• Resolve case issues: Identify and resolve any issues or delays that may arise during the case processing process.
• Establish Key Performance Indicators (KPIs) and monitor team and individual performance of daily new business and case management processes.
• Working closely with cross-functional teams and external partners to streamline processes and improve efficiency.
• Collaborate with partners to guarantee that our performance meets or exceeds contractual requirements.
Job Requirements
- Minimum 5 years experience working at an insurance carrier, agency, or financial institution supporting the underwriting or processing of life insurance applications
- Minimum of 5 years managing a team of case managers or new business specialists
- Knowledge of call center operations, including call handling techniques, and experience with quality monitoring, call recording, evaluation, and feedback analysis
- Minimum 3 years experience working with CRM systems, i.e., Salesforce, AWD, etc., and other customer support tools, including defining workflows within those tools
- Proficient in defining and managing KPIs and SLAs (e.g., AHT, ASA, etc.) that drive a customer-facing service team and can report and articulate trends and insights to drive improved performance
- Must be highly analytical and capable of identifying and resolving complex issues through data-driven approaches
- Proficient in training and coaching, and ensuring quality standards are met and best practices adhered to
- Must be highly adaptable and capable of working efficiently in a fast-paced environment with evolving priorities
- Must be results-focused and a strong communicator who can foster positive relationships and drive collaboration across diverse teams and organizations
- Familiarity with medical terminology and basic underwriting principles
Benefits
- Competitive salary and equity based on role
- Policies and managers that support work/life balance, like our flexible paid time off and parental leave programs
- 100% paid-premium option for medical, dental, and vision insurance
- Lifestyle stipend to support your physical, emotional, and financial wellbeing
- Flexible work-from-home policy and open to remote
- Remote and WFH options, as well as a beautiful, state-of-the-art office in Dallas’ Deep Ellum, for those who prefer an office setting
- Employee-led diversity, equity, and inclusion initiatives
