Manager, LifeCo. Acquisitions

USAA•Tampa, FL

1d•$85,040 - $153,080•Hybrid

About The Position

As a dedicated Manager of Life Company Acquisition, you will lead a team of specialized, licensed professionals who understand members’ health, life, or retirement income needs and provide appropriate solutions to support their financial security. You will motivate staff toward acquisition goals and develop employees through regular coaching and feedback that supports sustainable results. You will also execute process improvements and lead organizational changes that improve member and employee experiences. This role is based at USAA’s Commerce Park location in Tampa, Florida, and requires working in the office four days per week. Relocation assistance is not available. The manager is responsible for team performance and development, operational effectiveness, member escalations, compliance, call-center performance, vendor coordination, and managing business risks.

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 Reg 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 the insurance and/or financial services industries.
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 who provide members with health, life, or retirement advice and solutions.
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 operational improvements in Life, Health, or Retirement Income, including reducing manual processes and expenses.
Maintain knowledge of industry trends, technology changes, regulations, competitive conditions, and other events affecting operations, and communicate relevant information to direct reports and peers.
Develop operational tools and processes, including workflows, system enhancements, and selection of technical resources.
When applicable, support securities-related regulatory inquiries and audits through research and documentation in coordination with Securities Counsel and Securities Compliance.
Resolve complex operational issues and member escalations.
Maintain compliance with company policies, procedures, and applicable laws, rules, and regulations.
Collaborate with third-party vendors providing brokered products, including Final Expense, Universal Life Insurance, Medicare Advantage, and Prescription Drug Plans.
Coordinate training, onboarding, and development of third-party staff supporting seasonal call volumes.
Ensure an efficient call-center operating model that meets employee and member experience KPIs.
Recruit, develop, retain, coach, support, and manage employees in the assigned functional area, including performance management.
Ensure risks associated with business activities are identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.