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Operations Director - Policyholder Tax | Hybrid

Allianz Global Corporate & Specialty
Minneapolis, MN Full Time
POSTED ON 1/16/2025
AVAILABLE BEFORE 4/10/2025

At Allianz Life, we are driven by our mission – we secure your future – and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. And we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity.

You will provide direction and oversight of assigned department within Enterprise Operations. You will guide important priorities, set and achieve our performance targets, and deliver a positive experience to both policyholders and producers. You will report to the Vice President of Operations Shared Services.

What you do :

  • Develop department plans to ensure successful coordination of team activities (on and offshore) including annual policyholder tax reporting, tax withholding remittances, providing expertise on policyholder tax inquiries and requests, and completing policyholder tax reporting. Achieve performance targets while building controls and managing risks.
  • Establish a customer-centric environment and build successful customer relationships. Demonstrate responsiveness by gathering input and feedback from customers. Guide process improvements to deliver and maintain a high-quality end-to-end customer service experience and achieve overall customer satisfaction and tax compliance targets.
  • Establish and maintain a solid controls framework through oversight, capability and system ownership, monitoring of processes, and financial controls. Identify, report, and escalate risks and implement mitigation strategies. Be a business system owner for designated systems.
  • Lead important change projects within assigned department to support policyholder tax compliance. This includes leading implementation of new policyholder tax laws and regulations, and ensuring policyholder tax requirements are implemented in other company projects. Ensure flexibility, change readiness of teams and department to achieve our goals into the future.
  • Build the skills and develop the people needed to support the service delivery strategy at all levels. This includes a holistic people and employee engagement strategy to attract and retain talent, and leverage of a comprehensive workforce planning model to increase results and efficiencies.
  • Establish successful working relationship with peers, senior Operations leaders, main partners, and vendors to deliver a high-quality end-to-end customer experience aligned with the service strategy and company-wide priorities.

What you bring :

  • 6 or more years' experience required : Financial Services or Insurance and Annuity operations, specifically working with tax matters related to the administration of life insurance and / or annuity products, successful strategic leadership, business acumen, process / systems thinking, relationship and customer service skills
  • Four-year degree required or equivalent work experience
  • Range $117,000 - $234,000

    Actual base salary may vary based upon factors such as relevant experience, qualifications, internal equity of peers, and geographic location. In addition to base salary, this position is eligible for an annual incentive program.

    What we offer :

    At Allianz Life, we're proud to provide a benefits package that supports the True Balance of our employees and their families. We offer : a choice of comprehensive medical, dental and vision plan options, flexible spending and health savings accounts, tuition reimbursement, student loan retirement program, generous annual paid leave, an outstanding 401(k) company match, and life insurance. Plus, our employees enjoy an award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias. Our employees and leaders take an active role in shaping our culture through our Employee Resource Groups, whose activities and advocacy contribute to an environment that welcomes, includes and celebrates diversity. Our generous benefits, campus amenities and inclusive, engaged culture are among the many reasons we're routinely recognized as a top workplace employer.

    63880 | Operations | Management | Allianz US Life | Full-Time | Permanent

    Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in. We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation.

    Join us. Let's care for tomorrow.

    LI-RS1

    Salary : $117,000 - $234,000

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