Director Presale Operations

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers.

Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

The Standard is seeking a Director, Presale Operations to oversee the strategic direction and management of the Presale business area. In this role, you will ensure that RFP and Proposal requests for all products are responded to in an accurate and prompt manner. The Director will collaborate with key stakeholders in all major business areas (including Underwriting, Actuary, and Sales) to manage workflows & processes, and deliver competitive, comprehensive, and accurate RFPs and Proposals.

The Director will lead the entire Presale team operations; from intake, quoting, and RFPs to testing, peer reviews and new technology to support the presale process. This role is dedicated to upholding best practices and maintaining operational excellence by driving a streamlined, high-quality internal process for delivering timely presale support. Your experience with Life & Supplemental Health products will be highly sought after.

• Conflict Resolution:
  Recognize and address conflicts between departments to produce timely and accurate proposal responses.
• Talent Development & Performance Management:
  Develop a talent pipeline to ensure adequate resources are available to meet customer demands and business cycles. Monitor workflow and manage team performance, addressing issues and conflicts constructively. Develop and maintain robust training programs to enable employees to manage varying levels of complexity. Manage budgets and resources to achieve goals.
• Data Analysis:
  Track and analyze data regarding capabilities, capacity and output. Create reporting to accurately track customer trends. Act as an expert resource to senior management and product owners.

• High School Diploma or GED required. Bachelor’s degree preferred, experience may be considered in lieu of.
• 8+ years of progressively responsible leadership positions, people-leadership is a requirement. Quoting/RFP background or experience managing a complex team, including managers is required. Experience specifically with Life & Supplemental Health products is required.
• Strong knowledge of process improvement and change management theories & techniques.
• Excellent communication skills; verbal and written.
• Demonstrated proficiency with Salesforce reporting tool and MS Office Suite is required.
• Proven experience with data analytics, PowerBI tool is preferred. Experience in Salesforce and Workday is preferred.

• Creates a team identity and builds momentum toward a shared purpose.
• Strategic Visioning:
  Considers different future scenarios, opportunities and risks to generate operational plans that align with the business unit/function’s strategic vision.
• Developing People:
  Delivers both individual and group feedback to support ongoing development and overall department performance.

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
• An annual incentive bonus plan
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
• A…