Insurance Manager

Insurance Manager Overview

• The Insurance Manager will oversee life, disability, long-term care insurance, and annuity operations within a dynamic wealth management firm.
• Lead underwriting, placement, and illustration production for diverse insurance and annuity products, ensuring efficiency and compliance.
• Develop and manage a high-performing team, fostering professional growth and service excellence.
• Provide training programs to enhance staff and advisor knowledge of insurance and annuity solutions.
• Drive business development initiatives, expanding insurance and annuity offerings and building industry relationships.
• Support financial advisors in selecting suitable insurance and annuity solutions for their clients.
• Contribute to the growth of a high-potential insurance division within a leading wealth management firm.

Insurance Manager Key Responsibilities & Duties

• Design and optimize underwriting and placement processes for insurance and annuity solutions.
• Collaborate with carriers to secure competitive rates and favorable terms for clients.
• Oversee the creation of accurate and compelling insurance and annuity illustrations.
• Recruit, train, and manage a team of insurance professionals, promoting collaboration and development.
• Develop training programs to enhance staff and advisor expertise in insurance and annuities.
• Identify opportunities for business growth and build relationships with industry partners.
• Provide expert guidance to financial advisors on insurance and annuity product selection.
• Ensure compliance with regulatory standards and company policies.

Insurance Manager Job Requirements

• Bachelor’s degree in business, finance, or related field; advanced credentials like CLU®, ChFC®, CFP® preferred.
• Minimum 8 years of experience in life insurance, disability insurance, long-term care, and annuities.
• Proven expertise in underwriting, placement, and illustration production for insurance products.
• Strong leadership skills with experience in team management and development.
• Comprehensive knowledge of regulatory requirements and compliance standards.
• Strategic thinking and business development capabilities.
• Exceptional communication and interpersonal skills for advisor and partner engagement.