Field Performance Specialist (Midwest Region of the U.S.)

Field Performance Specialist – Midwest Region

This is a remote position. Symbiotic Services is currently seeking a Field Performance Specialist to support and drive operational excellence for field teams across the Midwest. This position plays a critical role in managing and motivating General Agents and their staff to achieve key performance targets and operational goals.

Key Responsibilities:

• Oversee and manage activities across assigned field agencies to support achievement of core business metrics: Production, Manpower, Applications, and IARs.
• Provide consistent guidance and motivation to General Agents, Assistant General Agents, Field Agents, and administrative staff.
• Regularly visit agencies in person to assess performance, offer support, and ensure operational alignment.
• Collaborate with regional leadership to implement field development strategies and resolve operational challenges.

Qualifications:

• Solid understanding of insurance operations and practices.
• Strong communication and customer service orientation.
• Proven leadership and management capabilities.
• High attention to detail with effective time management and prioritization skills.
• Experience in handling client or operational complaints and resolution.
• Strong organizational skills and ability to multitask effectively.

Education & Experience:

• Bachelor's degree in a related field.
• Minimum 8 years of relevant experience in life insurance administration.
• Professional insurance certifications (e.g., FIC, FLMI, CLU) preferred.

Additional Details:

• Must be authorized to work in the U.S. This position is not eligible for visa sponsorship.
• Travel is required within the designated region.
• Benefits Overview: Paid Time Off: 13 holidays annually, plus vacation and sick leave. Professional Development: Tuition reimbursement and support for certifications. Retirement: 401(k) with matching contributions and company-funded retirement plans. Health & Wellness: Medical, dental, vision, disability, and life insurance; paid parental leave; health club membership reimbursement; Employee Assistance Program.