Manager, Insurance Services

WTW•Chicago, TX

3d•Onsite

About The Position

As Manager, Insurance Services, you’ll be responsible for the day-to-day leadership, oversight, and performance management of a team of Licensed Insurance Brokers. This role ensures that all insurance activities are conducted in compliance with applicable federal and state regulations, company policies, and industry best practices, while driving professional development, ethical conduct, and client-focused outcomes.

Requirements

7+ years working in Fixed Insurance Brokerage, and/or broker-dealer environments, with deep understanding of regulatory distinctions and operational requirements
Strong working knowledge of Insurance products
Solid grasp of Fixed Insurance rules and regulations
Exceptional organizational skills with keen attention to detail and accuracy
Strong analytical and problem-solving abilities, with a track record of tackling complex challenges
Proven leadership experience managing and developing high-performing teams
Excellent communication and relationship-building skills
Bachelor's degree in Business, Finance, or related field
FINRA Series 7, 63, 65 and/or 66, and 24 licenses.
Active state insurance licensing

Responsibilities

Supervise, coach, and support a team of Licensed Insurance Brokers (LIBs).
Establish clear performance expectations and conduct regular one-on-one meetings, performance reviews, and development planning.
Foster a culture of integrity, accountability, collaboration, and client-centric service.
Promote professional development and cross-disciplinary collaboration.
Assist with recruiting, onboarding, training, and retention of insurance professionals.
Act as an escalation point for complex client issues, service concerns, or conflicts.
Monitor client satisfaction metrics, feedback, and service trends, and implement corrective actions where needed.
Proactively identify and mitigate supervisory, operational, and reputational risks.
Ensure consistent application of regulatory standards of care.
Reinforce a culture where exceptional service is viewed as a core responsibility, not just a performance metric.
Monitor individual and team performance metrics, including production, growth, retention, and client satisfaction.
Support LIBs in implementing sales and client service strategies aligned with company goals.
Identify process improvements to enhance efficiency, risk management, and the client experience.
Engage effectively with colleagues at all levels and across functions.
Foster transparency and open dialogue.
Deliver feedback that drives performance and development.
Stay current on regulatory changes, industry trends, and emerging best practices.
Pursue ongoing professional development.
Seek and act on feedback to continuously enhance your impact.

Benefits

Medical (including prescription coverage)
Dental
Vision
Health Savings Account
Commuter Account
Health Care and Dependent Care Flexible Spending Accounts
Group Accident
Group Critical Illness
Life Insurance
AD&D
Group Legal
Identify Theft Protection
Wellbeing Program
Work/Life Resources (including Employee Assistance Program)
Paid Holidays
Annual Paid Time Off (includes paid state/local paid leave where required)
Short-Term Disability
Long-Term Disability
Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave)
Contributory Pension Plan
Savings Plan (401k)
Non-qualified Deferred Compensation and Deferred Savings Plans (for Level 38 and more senior roles)