What are the responsibilities and job description for the Chief Insurance Operations Officer position at Upstream Life ™?
Company Overview
Upstream Life is a leading provider of life insurance, wealth management, retirement solutions, and securities offerings in the US. Founded in 1912 and reimagined in 2016, the company has grown to become a trusted partner for individuals seeking financial security.
Our Mission
We strive to deliver innovative financial products that meet the evolving needs of our clients. Our commitment to operational excellence enables us to provide timely and efficient service delivery.
The Role
This full-time on-site position is responsible for managing all aspects of life and annuity insurance operations. The successful candidate will possess a deep understanding of the life and annuity industry, exceptional leadership skills, and a strong analytical mindset.
Key Responsibilities:
- Operational Management: Oversee daily operations to ensure efficient processes and adherence to regulatory requirements.
- Team Leadership: Lead and mentor a team of operations professionals, fostering a collaborative culture.
- Process Optimization: Identify opportunities for improvement and implement best practices to enhance efficiency.
- Compliance Oversight: Ensure all operations comply with industry regulations and internal policies.
- Performance Metrics: Develop and monitor KPIs to measure operational success.
- Collaboration: Work closely with cross-functional teams to ensure seamless operations and product delivery.
