Manager, New Business Operations/Insurance Underwriting - Back Office (Dallas, TX)

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals’ expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years.  M’s solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.

We embrace a progressive, dynamic mindset for every role.  M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions.

This position leads M Financial’s Back Office Support in life insurance new business operations and partners with the rest of the Back Office team and stakeholders to provide the best possible service to Member Firms.  This includes managing the daily operations of Back Office Support case management and new business teams.

RESPONSIBILITIES         

• Provide life case management and new business operations and support for Back Office
• Build and implement systems for Back Office case management and new business operations
• Develop, document, maintain, and improve processes and procedures
• Work with stakeholders to develop and implement operational reporting and dashboards as required to monitor SLAs and KPIs
• Build and maintain a sustainable, flexible staffing approach that allows for resources to be ramped up and maintained to meet growing or changing Back Office model needs; ensure appropriate support across time zones
• Coordinate and collaborate with Back Office teams and other teams within the organization
• Manage and develop highly skilled team members to ensure business, departmental, and professional development objectives are realized
• Partner with other stakeholders to develop a robust Back Office new business and underwriting training platform
• Oversee Case Management and New Business teams and their daily work deliverables
• Partner with Carrier Relations and Underwriting Teams to manage challenges and address complaints with carrier new business and underwriting service and processes; serve as an escalation point
• Partner with M Underwriting, Carriers, and Member Firms to develop and promote best practices for Back Office
• Create effective and scalable training and development opportunities for Back Office case management and underwriting staff
• Maintain knowledge of specific insurance carrier guidelines, policies and business practices related to new business and underwriting processes; monitor industry trends
• Contribute to projects, strategic initiatives, or other duties as directed

QUALIFICATIONS:

• Minimum of 10 years case management and/or life underwriting experience is required; must have experience with informal underwriting in the large case market and efficient handling of smaller cases
• Prior new business team management experience required
• Strong understanding of insurance products, concepts, and terminology
• Familiarity with common medical conditions and terminology
• Exceptional customer service and interpersonal skills; ability to build relationships with internal and external partners and clients
• Excellent oral and written communication skills
• Time management and ability to handle multiple tasks in a fast-paced environment
• Proven analytical, problem solving, and decision-making skills
• Skilled in fostering a collaborative work environment and promoting professional growth among team members
• Demonstrated ability to lead, mentor, and motivate teams to achieve performance goals
• Proven ability to manage multiple producers’ new business needs
• Demonstrated ability to develop and improve new business processes
• Demonstrated ability to navigate ambiguity and drive success in an innovative environment

COMPENSATION AND BENEFITS

Salary will be commensurate with relevant experience, knowledge, and skills.
You will also be eligible for an annual incentive plan bonus.

M Financial offers a comprehensive benefits package, including: 

• Medical/Vision Insurance
• Dental Insurance
• Short-Term and Long-Term Disability Insurance
• Life Insurance
• Modern Health (Mental Health Therapy and Coaching)
• Empathy (Bereavement Support)
• Employee Assistance Program
• Life Insurance
• FSA (Health and Dependent Care)
• HSA (for qualified medical plan)
• Long-Term Care Insurance
• 401(k) Match
• Tuition Assistance

JOB CONDITIONS AND ENVIRONMENT:

• This position is based on-site at our offices in Uptown at the Quad in Dallas, TX with the flexibility to work one day remotely
• Potential for light travel
• Normal office environment/desk assignment
• Extensive use of PC’s, computer terminal, display, keyboard, and mouse
• Extensive hands-on work with documents, spreadsheets, and other written documents

This position description is not intended to be, and should not be construed as, an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position’s activities and requirements, management reserves the right to modify, add or remove duties as necessary.