Director, Insurance Operations

Overview

Are you a self-driven, detail-oriented, and dynamic individual with a background in insurance? If so, this position is for you! We are seeking a Director of Insurance Operations to oversee and optimize our insurance processes, ensuring seamless client experiences. This role is integral to the success of our team and the efficient management of new and ongoing business.

Thomas Brady & Associates is an independent insurance firm with offices across the country. Headquarter ed in Boston, MA, we specialize in serving a diverse clientele, including business owners, professional athletes, high-net-worth families, and other unique markets. Our team is collaborative, innovative, and focused on delivering the best solutions and service to our clients.

Role Summary

The Director of Insurance Operations is responsible for managing the operational aspects of the life insurance process from start to finish. This includes supervising workflows, coordinating with internal and external stakeholders, and implementing strategies to enhance operational efficiency and customer satisfaction. The ideal candidate will possess a background in insurance or financial services, demonstrate problem-solving skills, and thrive in a fast-paced environment.

Key Responsibilities

Operational Management:

• Oversee new business, licensing, commissions, and other operational areas.
• Develop and implement processes to ensure high-quality service delivery.
• Monitor case progress, identify bottlenecks, and escalate issues as needed to meet timelines.
• Maintain and manage an inforce book of business, ensuring superior client servicing .
  
  
  

Team Leadership:

• Train, develop, and lead team members, fostering a collaborative and professional work environment.
• Conduct performance reviews, set individual and team goals, and provide constructive feedback.
• Promote employee engagement and continuous professional development.
  
  
  

Stakeholder Coordination:

• Collaborate with insurance carriers, underwriters, physician offices, and other stakeholders to achieve desired client outcomes.
• Build and maintain strong relationships with internal teams and external partners to facilitate smooth operations.
  
  
  

Innovation and Process Improvement :

• Continuously evaluate workflows to identify opportunities for efficiency improvements.
• Drive innovation and implement best practices to enhance service delivery and client satisfaction.
• Ensure consistent utilization of processes and procedures across the team.
  
  
  

Reporting and Metrics:

• Track, analyze, and report on key operational metrics to ensure transparency and accountability.
• Serve as an escalation resource for complex issues, facilitating timely and effective resolution.
  
  
  

Qualifications

Education:

• Bachelor’s Degree preferred, Associate Degree acceptable with relevant experience.
  
  
  

Experience:

• 3-5 years of experience in insurance operations or a related field.
• Demonstrated ability to manage teams and complex workflows.
  
  
  

Skills and Competencies:

• Strong organizational skills with the ability to manage multiple priorities.
• Effective communicator with excellent written and verbal skills.
• Proficient in technology and the Microsoft Office Suite.
• Problem-solving mindset with a proactive approach to challenges.
• Demonstrated ability to create and refine processes for repeatable success.
• Leadership aligned with core values such as integrity, collaboration, and innovation.
  
  
  

Compensation And Benefits

• Salary: Negotiable based on experience.
• Position Type: Full-time with comprehensive benefits.
• Career Development: Opportunities for growth, learning, and advancement within the organization.
• Work Environment: Flexible and supportive, emphasizing collaboration and innovation.
  
  
  

Why Join Thomas Brady & Associates?

We are a forward-thinking organization committed to delivering excellence to our clients and fostering a positive, growth-oriented environment for our team. Joining us means becoming part of a respected and innovative company where your contributions directly impact our success and the success of our clients.

Posted: Wednesday, January 29, 2025

Job # 203