WHO YOU ARE:
Highly skilled and experienced Senior Director to lead the Post Issue function within our organization. This individual will oversee end-to-end processes related to post-issue operations, drive operational excellence, and ensure alignment with organizational objectives. The ideal candidate will bring strategic vision, leadership expertise, and a customer-focused mindset to enhance service delivery and operational efficiency.
WHAT YOU’LL DO:
- Leadership and Strategy:
- Develop and execute strategic plans for the Post Issue function, aligning with organizational goals.
- Provide leadership to a team of managers and staff, fostering a culture of accountability, collaboration, and continuous improvement.
- Operational Oversight:
- Oversee all post-issue processes, including policy changes, withdrawals, corrections, and other client service activities.
- Ensure operational excellence by monitoring performance metrics, identifying inefficiencies, and implementing process improvements.
- Compliance and Risk Management:
- Ensure compliance with all regulatory requirements and company policies.
- Mitigate risks through robust controls and proactive issue resolution.
- Customer Focus:
- Drive initiatives to improve customer satisfaction and resolve escalations effectively.
- Partner with cross-functional teams to address client needs and enhance service delivery.
- Technology and Innovation:
- Collaborate with technology teams to implement tools and automation that streamline workflows and reduce manual effort.
- Stay updated on industry trends and innovations to keep processes competitive and efficient.
- Team Development:
- Mentor and develop team members, ensuring they have the skills and resources needed for success.
- Promote a high-performance culture and provide regular feedback and career growth opportunities.
WHAT YOU’LL NEED:
- Bachelor’s degree in business, Operations Management, or a related field (Master’s preferred).
- 14+ years of experience in operations or client servicing roles, with at least 5 years in a senior leadership capacity.
- Deep knowledge of post-issue processes in the life and annuities or financial services industry.
- Strong understanding of compliance, regulatory requirements, and risk management.
- Proven ability to lead teams, drive process improvements, and deliver results in a fast-paced environment.
- Exceptional communication, stakeholder management, and problem-solving skills.
- Proficiency in leveraging technology and data analytics for operational efficiency.