Director Presale Operations
About The Position
The Standard is seeking a Director, Presale Operations to oversee the strategic direction and management of the Presale business area. In this role, you will ensure that RFP and Proposal requests for all products are responded to in an accurate and prompt manner. The Director will collaborate with key stakeholders in all major business areas (including Underwriting, Actuary, and Sales) to manage workflows & processes, and deliver competitive, comprehensive, and accurate RFPs and Proposals. The Director will lead the entire Presale team operations; from intake, quoting, and RFPs to testing, peer reviews and new technology to support the presale process. This role is dedicated to upholding best practices and maintaining operational excellence by driving a streamlined, high-quality internal process for delivering timely presale support. Your experience with Life & Supplemental Health products will be highly sought after.
Requirements
- High School Diploma or GED required.
- 8+ years of progressively responsible leadership positions, people-leadership is a requirement.
- Quoting/RFP background or experience managing a complex team, including managers is required.
- Experience specifically with Life & Supplemental Health products is required.
- Strong knowledge of process improvement and change management theories & techniques.
- Excellent communication skills; verbal and written.
- Demonstrated proficiency with Salesforce reporting tool and MS Office Suite is required.
- Criminal background investigation and employment, education and licensing verification as a condition of employment.
- Bondable.
Nice To Haves
- Bachelor’s degree preferred, experience may be considered in lieu of.
- Proven experience with data analytics, PowerBI tool is preferred.
- Experience in Salesforce and Workday is preferred.
Responsibilities
- Oversee the strategic direction and management of the Presale business area.
- Ensure that RFP and Proposal requests for all products are responded to in an accurate and prompt manner.
- Collaborate with key stakeholders in all major business areas (including Underwriting, Actuary, and Sales) to manage workflows & processes, and deliver competitive, comprehensive, and accurate RFPs and Proposals.
- Lead the entire Presale team operations; from intake, quoting, and RFPs to testing, peer reviews and new technology to support the presale process.
- Uphold best practices and maintain operational excellence by driving a streamlined, high-quality internal process for delivering timely presale support.
- Recognize and address conflicts between departments to produce timely and accurate proposal responses.
- Develop a talent pipeline to ensure adequate resources are available to meet customer demands and business cycles.
- Monitor workflow and manage team performance, addressing issues and conflicts constructively.
- Develop and maintain robust training programs to enable employees to manage varying levels of complexity.
- Manage budgets and resources to achieve goals.
- Track and analyze data regarding capabilities, capacity and output.
- Create reporting to accurately track customer trends.
- Act as an expert resource to senior management and product owners.
Benefits
- medical, dental, vision
- a 401(k) plan with matching company contributions
- An annual incentive bonus plan
- Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually
- Paid parental leave and adoption/surrogacy assistance
- An employee giving program that double matches your donations to eligible nonprofits and schools
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
High school or GED
