Manager, LifeCo. Acquisitions

USAA•Tampa, FL

8d•Hybrid

About The Position

USAA is hiring a Manager of Life Company Acquisition to lead a team of specialized, licensed professionals who identify members’ health, life, and retirement income needs and provide appropriate solutions to support their financial security. The manager motivates employees to meet acquisition goals, develops staff through regular coaching and feedback, and leads process improvements intended to improve member and employee experiences. This position is based at USAA’s Commerce Park location in Tampa, Florida. The work environment is flexible but requires employees to be in the office four days per week. Relocation assistance is not available. The manager leads a call center operating model and oversees operational effectiveness, performance standards, compliance, and risk controls. The role also works with internal stakeholders and strategic third-party vendors, including coordinating training and onboarding for seasonal staffing. The position may also fulfill securities principal responsibilities, supporting responses to regulatory inquiries and audits in coordination with Securities Counsel and Securities Compliance.

Requirements

Bachelor’s degree, or four years of relevant education and/or experience.
Six years of experience in financial services operations, including process improvement.
Two years of direct team lead, supervisory, or management experience.
Experience implementing and managing business process improvements.
Extensive sales experience in the health, life, or retirement industry.
Demonstrated knowledge of financial products and services relevant to life, health insurance, or retirement income.
Knowledge of federal laws, rules, regulations, and applicable guidance, including NY Regulation 187, NY Regulation 60, Best Interest, and CMS requirements.
Ability to complete AHIP and strategic partner carrier certifications.

Nice To Haves

US military experience through military service or as a military spouse/domestic partner.
Current Life and Health license.
Three or more years of direct management experience leading sales teams in insurance and/or financial services.
One or more years of work experience with life, health, or retirement income products.
Experience working in or managing a call center environment.
Industry-related designation(s).
Experience working in a sales-centric call center environment.

Responsibilities

Lead and develop licensed professional advisors providing health, life, or retirement advice and solutions to members.
Contribute to Life Company member, product, and financial goals through team performance.
Coach employees on sales processes and opportunities to improve sales results.
Identify and implement opportunities to improve operational effectiveness, reduce manual processes, and reduce expenses.
Work with key stakeholders to implement solutions that improve operational effectiveness, performance standards, and acquisition results.
Maintain knowledge of industry trends, competitive conditions, technology changes, regulations, and other events that may affect operations; communicate relevant information to direct reports and peers.
Develop operational tools and processes, including workflows, system enhancements, and selection of technical resources.
When fulfilling securities principal responsibilities, coordinate with Securities Counsel and Securities Compliance to provide research and documentation for responses to regulatory inquiries and audits.
Resolve complex operational issues and member escalations.
Maintain compliance with company policies, procedures, and applicable state and federal laws, rules, and regulations.
Collaborate with strategic third-party vendors that provide brokered products, including Final Expense, Universal Life Insurance, Medicare Advantage, and Prescription Drug Plans.
Coordinate training, onboarding, and development of third-party staff to support seasonal call volumes.
Ensure the call center operating model meets employee and member experience KPIs.
Recruit, develop, retain, coach, support, and manage employee performance for the assigned functional area.
Ensure business risks are identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.