Insurance Operations Manager

About the Role

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.

Responsibilities

• 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
• 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
• 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
• 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
• 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

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