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Associate Director, Life New Business Operations and Projects

National Life Group
Montpelier, VT Full Time
POSTED ON 1/31/2025
AVAILABLE BEFORE 3/31/2025

Associate Director, Life New Business Services

Please note that we do not offer visa sponsorship for this position.

Company Summary

Come join one of America’s fastest growing insurance companies with a stable history of 175 years. At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: Do Good. Be Good. Make Good.

Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.

We invite you to explore what we have to offer and to join our cause.

Role Summary

As the Associate Director, Life NB Operations & Projects, you will lead a team to identify and implement business processes, tools and systems improvements. You will drive adoption of project and process improvement methodologies to deliver improvements in efficiencies and operational costs.


Additionally, you will ensure delivery of Service as a Product, optimize the customer experience, and maximize workforce management.


Acting as the liaison with underwriting, BST, CAP team, sales, marketing, data analytics and legal/compliance, you will ensure Life NB Operations’ requirements are represented and documented across all NLG life new business functions.

Essential Duties and Responsibilities

  • Lead team to implement processes, procedures and technologies to support life new business processing. Liaise with key stakeholders across the company to ensure Life NB representation and to drive required business changes to improve customer experience and operational effectiveness
  • Deliver high-profile and/or complex projects and ensures delivery route is optimum – either within Life NB or as a portfolio project for CIG
  • Lead project planning, scheduling, controlling and reporting activities for Life NB projects. Ensures comprehensive project, quality, and risk plans are prepared and maintained and issues are actively managed through to their successful resolution
  • Deliver effective communication to all interested parties including stakeholders, sponsors and the executive team to support effective decision-making and manage the smooth and integrated delivery of Life NB projects
  • Identifies and manages risks and issues to ensure that critical problems are escalated at the earliest opportunity and mitigating actions are implemented, in line with change control processes
  • Identify, secure and manage project resources to achieve project and organizational objectives in line with the project plan, approved funding and within expected quality and timescales
  • Motivate and coach teams to meet service goals and increase productivity while driving down unit costs
  • Focus on employee development, succession and career planning through management, coaching and development
  • Understand system capabilities and gaps and partner with BST to participate in the process to improve and enhance existing technologies with solutions that meet business objectives as the company scales
  • Demonstrate a high level of understanding of NLG products and Life NB operational procedures to gather and analyze data in supporting the business; develop and validate business cases for major programs, prioritize program investments, and track delivery to business values outcomes as executed

Minimum Qualifications

  • Bachelor’s degree in Business, Operations Management, or related field
  • 5 years of experience in Life/Annuity Operations, Financial Services or related fields
  • Strong organizational and project management skills
  • Analytical, process improvement and business case development skills
  • Strong leadership skills with experience managing diverse teams
  • Strong interpersonal and communication skills
  • Ability to function in a fast-paced environment with concurrent priorities
  • Demonstrate independent problem solving and decision-making ability
  • Ability to partner with and influence business and technical stakeholders
  • Ability to pass a background check

Preferred Qualifications

  • Project lead/analyst experience
  • Relevant industry certifications such as PMP and/or LOMA designations

Benefits

  • Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!

The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.
Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.
National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.
National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.
National Life Group
1 National Life Dr
Montpelier, VT 05604
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