New Business & Underwriting Operations Support Manager

Jobgether

2d • Hybrid

About The Position

This role is responsible for leading and optimizing new business and underwriting operations within a dynamic life insurance environment. You will oversee case management processes, ensure timely and accurate policy issuance, and provide effective support to underwriting teams. Partnering closely with cross-functional teams, you will identify opportunities to improve efficiency, streamline workflows, and enhance the overall customer experience. The position requires a balance of operational leadership, analytical skills, and hands-on management to drive team performance. You will manage and mentor a high-performing team while maintaining compliance with regulatory requirements and organizational standards. The ideal candidate is experienced in life insurance operations, highly adaptable, and passionate about delivering excellence in a fast-paced, technology-driven environment.

Requirements

• Minimum 5 years of experience in insurance, underwriting, or new business operations within a carrier, agency, or financial institution.
• At least 5 years managing a team of case managers, new business specialists, or equivalent customer-facing operations roles.
• Strong understanding of call center operations, call handling techniques, and quality monitoring processes.
• Proficiency with CRM systems such as Salesforce, AWD, and other customer support or workflow tools.
• Experience defining and managing KPIs and SLAs (e.g., AHT, ASA) and analyzing trends to improve performance.
• Strong analytical skills and ability to solve complex operational issues using data-driven approaches.
• Experience in training, coaching, and ensuring adherence to quality standards and best practices.
• Excellent communication skills with the ability to foster collaboration across diverse teams.
• Knowledge of medical terminology and basic life insurance underwriting principles.
• Highly adaptable and capable of thriving in a fast-paced, evolving environment.

Responsibilities

• Oversee new business and underwriting operations, ensuring accurate, timely, and compliant processing of life insurance applications.
• Lead, mentor, and develop a team of case managers and new business specialists to foster a high-performing culture.
• Track case progress, monitor KPIs and SLAs, and ensure consistent performance across all team members.
• Identify and resolve operational issues or bottlenecks that could impact workflow efficiency or customer experience.
• Collaborate with cross-functional teams and external partners to improve processes and achieve operational goals.
• Implement and maintain best practices, standard operating procedures, and reporting processes for new business operations.
• Drive continuous improvement initiatives to enhance efficiency, quality, and customer satisfaction.

Benefits

• Competitive salary and equity opportunities based on experience and role.
• Flexible paid time off and parental leave programs to support work-life balance.
• 100% employer-paid medical, dental, and vision insurance premiums.
• Lifestyle stipend to support physical, emotional, and financial wellbeing.
• Flexible remote/hybrid work options with access to a state-of-the-art office in Dallas.
• Employee-led diversity, equity, and inclusion initiatives.
• Opportunities for professional growth and leadership within the organization.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed