Broker Service Management Lead

Allianz Insurance • Alpharetta, GA

1d • $87,545 - $132,226 • Hybrid

About The Position

The Broker Services Lead is a key role within the Distribution Strategy & Field Operations (S&FO) team, responsible for managing and enhancing the centralized Broker Services function. This position collaborates across multiple departments, including Distribution, Underwriting, Finance Operations, Legal, Compliance, and Data/Technology, to ensure effective execution of broker services. The role focuses on establishing a high-performing, disciplined, and outcome-driven function that supports cross-disciplinary performance, such as submissions, quoting, binding, and broker management. The Broker Services Lead plays a pivotal role in driving operational excellence and enabling scalable capabilities within the organization

Requirements

• 3-5 years experience in operations, process transformation, or business operations
• 3-5 years experience taking over and improving a fragmented or manual function
• 5-7 years experience in proven track-record delivering process redesign and measurable operational improvements
• 3-5 years experience working across multiple functions
• Workflow Tools & CRM
• Bachelor’s degree in Business, Operations, Data/Analytics
• External applicants must be legally authorized to work in the United States without the need for current or future employment-based sponsorship. We are unable to sponsor or take over sponsorship of employment visas at this time, nor can we guarantee future sponsorship.

Nice To Haves

• Robotic Process Automation (RPA) Certification
• Microsoft Power BI Certification or Tableau Certification
• Kaizen Certification
• Experience in applying artificial intelligence (AI) and machine learning (ML) to improve business processes and decision-making is preferred

Responsibilities

• Lead all broker services activities, ensuring timely and accurate execution of requests aligned with business priorities. Establish stability, visibility, and accountability across workflows
• Manages the evaluation and stabilization of existing workflows, addressing operational challenges and inefficiencies
• Establishes structured processes for request intake, prioritization, and tracking to ensure consistent operations. Maintains baseline performance metrics, such as cycle time, accuracy, and volume, to monitor and report on operational effectiveness
• Develop and implement standardized workflows, clearly defined ownership roles, and service levels to streamline operations. Redesign processes to reduce manual effort, duplication, and errors. Utilize tools, automation, and technology to enhance efficiency and scalability
• Coordinate with stakeholders to ensure alignment and integration with broader business objectives
• Define and monitor KPIs, such as SLA adherence, accuracy, and volume and workflow
• Establish transparent reporting for leadership, improve broker data quality, and ensure data serves as a core enabler of execution
• Facilitate effective collaboration and alignment across Distribution, Underwriting, Finance Operations, Legal, Compliance, and Data/Technology teams
• Act as the central point of contact for broker services, ensuring clear communication of priorities, workflows, and service levels
• Build strong relationships with stakeholders to gather feedback, address concerns, and continuously improve service delivery
• Provide regular updates to leadership on progress, challenges, and opportunities for improvement

Benefits

• We offer a hybrid working model, which recognizes the value of striking a balance between in-person collaboration and remote working.
• We believe in rewarding performance with a great compensation and benefits package (details vary by location), including a generous bonus scheme and pension.
• From career development and digital learning programs to international career mobility, we offer lifelong learning for our employees worldwide and an environment where innovation, delivery and empowerment are fostered.
• From our support for flexible working, health and wellbeing (including private healthcare and generous parental leave benefits), to helping people return from career breaks with experience that nothing else can teach. We've got your back.
• With opportunities to be engaged in shaping a future that is safe, inclusive and sustainable, we care for the tomorrows of our people, our industry and our clients.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level