Director, Retirement New Business Case Management

The work we do has an impact on millions of lives, and you can be a part of it.

Wehelp protect our customers against life’s uncertainties.

Regardlessofwhere you work within the company, you’ll behelping provide protection and peace of mind when our customers need it most.

The
Director of Retirement Case Management
provides leadership to the New Business case management and Agent Onboarding team to ensure optimal service delivery for New Business contracts for all Retirement retail products. This leader is responsible for managing both New Business, Agent Onboarding strategy and oversight of day-to-day operations of the department in a processing, money/fund management environment and ensures service levels and quality standards are met.

The ideal candidate should have strong Annuity and financial services knowledge and experience; as well a passion for helping Protective to become a first in class Annuity provider.

• Establishes team goals that align with overall departmental goals and strategy
• Routinely reviews the team’s deliverables in relation to established goals and standards
• Provides oversight to ensure production and quality standards are met
• Resolves problems and establishes an escalation process
• Drives improvements in team productivity by developing employees
• Utilizes key performance indicators and provide useful analytics on capacity and quality
• This leader is responsible for two different functional teams;
  New Business and the Pending Board team

• Drives employee engagement and motivates employees; including development/career paths
• Provides feedback and coaching to improve the overall performance of the team
• Defines roles and responsibilities within the team and assigns work appropriately
• Promotes culture of high performance by differentiating rewards and recognition
• Manages employee development within the team and leverages talent across the department
• Identifies training needs
• Candidate responsible for multiple B4-level employees

• Drives and promotes continual process improvement for overall department/functional area
• Creates an environment which facilitates cross-departmental and cross-functional training opportunities and ensure synchronization of processes between departments/areas
• Leads continuous improvement initiatives and participates in projects that impact the department
• Partners to drive strategy and future environment for growth and optimal success

• Attends critical meetings that impact the team workflows and deliverables
• Coordinates work across areas both externally and internally
• Responsible for and acts as a liaison for external and internal relationships and cross-functional teams

• Conducts team meetings, individual meetings and communicates with peers and/or other support personnel in the organization
• Translates business goals and direction to ensure alignment with overall department goals
• Routinely identifies and shares information and solicits feedback regarding process improvements and general company departmental information
• Cascades information and implements communication plans

• Candidate should develop and implement strategy in support of future-year growth plans
  • Includes planning and seeing initiatives through to execution to support scale
• Candidate must possess strong understanding of all financial inputs & impacts across New Business and Agent Onboarding
• Candidate accountable for unit cost…