Retail store manager collaborating with store manager to oversee daily retail operations and provide excellent customer experiences. Coaching a team towards meeting sales objectives and delivering best - in - class services.
About the role
- Manager, Life Solutions leading a team of specialized, licensed professionals at USAA. Empowering members through financial security solutions in Health, Life, or Retirement income needs.
Responsibilities
- Leads and develops a team of professional licensed advisors to provide best in class Health, Life, or Retirement advice and solutions to members to improve their financial security.
- Contributes to the achievement of Life Co member, product, and financial goals through team’s performance.
- Effectively coaches employees on sales processes and opportunities to improve overall sales results.
- Proactively identifies opportunities to improve operational effectiveness in Life, Health, or Retirement Income, resulting in reducing manual processes and expenses.
- Works with key stakeholders to implement solutions to improve operational effectiveness and performance standards to drive improved acquisition results.
- Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes, and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income.
- Develops required operational tools and processes including workflow development, systems enhancements, and selection of other technical resources needed.
- May fulfill the responsibilities of a securities principal: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits.
- Responsible for the resolution of complex operations issues and/or member escalations.
- Maintains compliance with company policies, procedures, and all applicable state and federal laws, rules, and regulations.
- Collaborates with strategic third-party vendors that helps USAA provide brokered products including Final Expense, Universal Life Insurance, Medicare Advantage & Prescription Drug Plans.
- Coordinates training/onboarding/development of third-party staffing to assist with seasonal call volumes.
- Responsible for efficient call center operating model that adheres to employee and member experience KPIs.
- Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.
- Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Requirements
- Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
- 6 years of experience in financial services operations to include process improvement.
- 2 years of direct team lead, supervisory, or management experience required.
- Experience implementing and managing business process improvements.
- Extensive sales experience in the Health, Life, or Retirement industry.
- Demonstrated knowledge of financial products and services relevant to life, health insurance, or retirement income.
- Knowledge of federal laws, rules, regulations, and applicable guidance to include NY Regulation 187, NY Reg 60, Best Interest, and CMS (Centers of Medicare and Medicaid Services).
- Ability to complete AHIP (America’s Health Insurance Plans) and Strategic Partner carrier certifications.
Benefits
- comprehensive medical, dental and vision plans
- 401(k)
- pension
- life insurance
- parental benefits
- adoption assistance
- paid time off program with paid holidays plus 16 paid volunteer hours
- various wellness programs
- career path planning and continuing education
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