Insurance Operations Manager

Our client, a rapidly growing wealth management and financial planning firm, is seeking an experienced Insurance Operations Manager to lead and expand its insurance division. This is a highly visible leadership opportunity for an insurance professional who combines strong technical expertise with a passion for team development, advisor support, and business growth.The organization is committed to providing holistic financial solutions to clients and is actively investing in the continued expansion of its insurance platform. This individual will serve as the leader of the life insurance, long-term care, and annuity practice, partnering closely with financial advisors and senior leadership to drive results.Key ResponsibilitiesInsurance Operations & UnderwritingOversee underwriting, case design, placement, and policy implementation processesDevelop and enhance workflows to ensure an efficient, compliant client experienceCollaborate with insurance carriers to secure competitive solutions and favorable underwriting outcomesAct as a resource for complex cases and product recommendationsIllustration & Case DesignOversee the preparation and review of insurance and annuity illustrationsEnsure accuracy and effectiveness of client-facing proposals and advisor presentationsSupport advisors with product comparisons and case strategyTeam LeadershipRecruit, develop, and manage a growing insurance operations teamEstablish best practices and drive operational excellenceMentor staff and create opportunities for ongoing professional developmentAdvisor SupportServe as the internal subject matter expert on life insurance, long-term care, and annuity productsPartner with financial advisors to identify appropriate solutions for clientsAssist with case design, underwriting strategies, and implementationBusiness DevelopmentHelp expand the firm's insurance business and identify growth opportunitiesBuild and maintain strong relationships with carriers, wholesalers, and industry partnersSupport strategic initiatives aimed at enhancing the firm's overall client offering