Insurance Manager

Insurance Manager - Life Insurance, Disability Insurance, Long-Term Care & Annuities

We are seeking an experienced Insurance Manager to lead our Life Insurance, Disability Insurance, Long-Term Care, and Annuities division. This role will oversee underwriting, case placement, illustration support, team leadership, and advisor engagement while driving business growth and operational excellence.

Key Responsibilities

• Develop, implement, and optimize underwriting and case placement processes for life insurance, disability insurance, long-term care insurance, and annuity products.
• Collaborate with insurance carriers to obtain competitive underwriting offers and favorable client outcomes.
• Manage complex insurance cases from application through policy issuance.
• Oversee the preparation of accurate insurance illustrations and product comparisons.
• Ensure illustrations align with client objectives, regulatory standards, and advisor recommendations.
• Support advisors with case design and product selection strategies.
• Recruit, mentor, and manage a high-performing insurance operations team.
• Establish performance expectations and provide ongoing coaching and professional development.
• Foster a collaborative, client-focused work environment.
• Serve as the primary insurance subject matter expert for financial advisors.
• Provide technical guidance on life insurance, disability insurance, long-term care, and annuity solutions.
• Develop and conduct product training sessions, workshops, and educational programs.
• Assist advisors through licensing and onboarding processes when required.
• Identify opportunities to grow insurance and annuity business lines.
• Build and maintain strong relationships with insurance carriers, wholesalers, and strategic partners.
• Support initiatives that increase advisor engagement and insurance production.
• Ensure all underwriting, placement, and illustration activities comply with regulatory requirements and company policies.
• Maintain accurate documentation and operational workflows.
• Monitor industry trends, product updates, and regulatory changes.

Required Qualifications

• Minimum 8 years of experience in life insurance, long-term care insurance, disability insurance and annuities, preferably within a registered advisory or broker-dealer environment.
• Bachelor's degree in business, finance, or a related field; advanced credentials (CLU®, ChFC®, CFP®) are highly valued.
• Demonstrated expertise in underwriting, placement, and illustration production for life insurance, disability insurance and annuity products.
• Strong understanding of regulatory requirements and compliance standards.
• Proven track record in team leadership and staff development.

Desired Skills and Competencies

• Exceptional leadership and team management abilities.
• Outstanding communication and interpersonal skills.
• Strategic thinking and business development acumen.
• Comprehensive industry knowledge and technical proficiency in insurance and annuities.
• Ability to build effective relationships with advisors, carriers, and partners.
• Problem-solving orientation and attention to detail.

Benefits

• Competitive base salary
• Performance-based incentive opportunities
• Medical, Dental, and Vision Insurance
• Disability Insurance
• 401(k) Retirement Plan
• Paid Time Off (PTO)
• Professional development and continuing education support
• Career advancement opportunities

This is an excellent opportunity for an experienced insurance professional to lead a growing division, build a high-performing team, and make a significant impact by supporting financial advisors and delivering exceptional insurance solutions to clients.