Head of Insurance Operations

Company Overview
Upstream Life was reimagined in 2016 by three determined leaders with extensive financial experience. Our vision and goals are driven by the industry, which inspired us throughout our careers. We provide life insurance, wealth management, retirement solutions, and securities offerings to clients in the US. Our goal is to offer solid financial products for individuals securing their financial future.

Job Description
We are seeking a Head of Insurance Operations - Life and Annuity at our Oxford, MS location. This full-time on-site role involves managing all aspects of life and annuity insurance operations and building our life and annuity business. You will lead strategic planning, team leadership, and ensure operational activities align with company goals. The ideal candidate has a deep understanding of the life and annuity industry, exceptional leadership skills, and strong analytical abilities.

Qualifications

• 5 years of experience in operations management within the life and annuity industry.
• Strong understanding of life insurance and annuity products, regulatory environments, and industry trends.
• Proven leadership and team management skills, with a track record of driving operational excellence.
• Exceptional analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Proficiency in operational software and data analysis tools.

Key Responsibilities:

• Operational Management: Oversee daily operations of the life and annuity business, ensuring efficient processes and adherence to regulatory requirements.
• Team Leadership: Lead and mentor a team of operations professionals, fostering a collaborative and high-performance culture.
• Process Optimization: Identify opportunities for process improvement and implement best practices to enhance efficiency and effectiveness.
• Compliance Oversight: Ensure all operations comply with industry regulations and internal policies, conducting regular audits and assessments.
• Performance Metrics: Develop and monitor key performance indicators (KPIs) to measure operational success and drive continuous improvement.
• Collaboration: Work closely with cross-functional teams, including underwriting, finance, and marketing, to ensure seamless operations and product delivery.
• Project Management: Lead initiatives related to new product launches, system upgrades, and other operational projects.
• Budget Management: Develop and manage the operations budget, ensuring cost-effective resource allocation.
• Customer Focus: Enhance customer satisfaction through efficient operations and timely service delivery.

Education and Experience

• Bachelor's degree in Business, Finance, Economics, or related field.
• Relevant certifications are a plus.