Manager, Premium Operations

About the role

Responsible for ensuring established procedures and guidelines are followed, and SLA requirements are achieved within assigned business unit(s). Provides support, direction, and guidance for associates and acts on issues as they relate to skills, knowledge, training, and development. Monitors and maintains the company’s guidelines for administration and quality control standards.

Responsibilities

• Monitor, evaluate, and report status of production to ensure that the unit is meeting monthly performance and financial requirements.
• Ensure accurate and timely processing of producer/customer payments and resolution of discrepancies.
• Monitor aging reports and minimize overdue receivables.
• Ensure compliance with internal controls, financial policies, and relevant regulations.
• Prepare and present receivable metrics.
• Ensure accurate and timely reconciliations of customer data.
• Monitor and evaluate workflow to analyze needs and identify problem areas.
• Ensure training is in place to meet requirements at all levels within the unit.
• Coach and develop associates to meet and/or exceed performance goals.
• Monitor service levels achieved, ensure records are maintained and analyzed, initiate actions, and issue reports on achievement to users, providers, and management.
• Review all services to ensure cost-effective performance and keep abreast of the industry to ensure services meet or exceed the competition.
• Evaluate associates and complete performance evaluations with recommendations for salary adjustment, disciplinary action, or performance improvement plans.
• Interview and evaluate applicants for employment.
• Develop the team and ensure appropriate backups exist for all job functions.
• Document and counsel associates regarding unacceptable behaviors or performance.
• Monitor the performance of all SOX processes and controls following the approval process.
• Maintain and update Desk Manual documentation in the approved format.
• Suggest changes in procedures to improve efficiency and eliminate ongoing problems.
• Demonstrate attributes such as idea generation, thought leadership, and problem-solving.
• Assist with AOP development and budget management.
• Assist in obtaining Fortegra Corporate goals around production, EBITDA, and revenue growth.
• Conduct performance evaluations for direct reports; review and approve performance evaluations for indirect reports.
• Interview and select qualified applicants for employment.
• Assist in the development and implementation of new programs.

The above duties describe the general nature and level of work performed but are not intended to be an exhaustive list of all responsibilities an incumbent may be expected or asked to perform.

Requirements

• Bachelor's degree or equivalent work experience.
• 8+ years of work experience with insurance or related financial experience.
• 5+ years of management experience.
• Experience with reconciliations and receivable tracking.
• Experience working with clients to provide excellent customer service to external and internal clients.

Skills & Competencies

• Demonstrated ability to solve problems.
• Idea leader – formulates multiple new ideas and implements them.
• Proven ability to exceed performance expectations and create value for consumers, customers, and Fortegra.

Benefits

• Medical, dental, life, and vision insurance.
• Company-paid short/long-term disability.
• 401(k) retirement plan.
• Tuition assistance.