Insurance Manager

Role

The Insurance Manager provides leadership and strategic oversight for Empower Insurance Services (EIS). This role directly manages the Insurance Service Manager and Insurance Agents, ensuring operational success, regulatory compliance, and member-service excellence across the insurance services business unit. The Insurance Manager is accountable for driving growth, optimizing workflows, and maintaining high standards of performance and professionalism within the team.

Annual Salary Range: $95,629.24 - $

Location: Syracuse, New York. Requires full‑time, on‑site presence at our Empower FCU Insurance offices.

• Execute the insurance group’s business plan, ensuring alignment with organizational goals.
• Contribute to budgeting and strategic planning, offering insights that support long‑term growth.
• Monitor and report on insurance group performance, identifying trends and opportunities for improvement.
• Track and analyze key data sets, including financial, quality, and marketing metrics.
• Prepare and deliver performance reports to senior leadership with clear insights and recommendations.
• Enhance lead quality and strengthen relationships with branches and internal partners to support business growth.
• Serve as a primary representative for EIS, cultivating new lead sources and expanding carrier options.

• Ensure regulatory compliance of the insurance program.
• Lead product and vendor reviews and due diligence exercises.
• Coordinate insurance company underwriting audits.
• Act as designated compliance officer for HITECH/HIPAA and other assigned company policies.
• Ensure account documentation meets standards required by Empower Associated Services, insurance providers, and regulators.
• Participate in industry‑related trade associations and networks.

• Lead and develop the Insurance Service Manager and Insurance Agents, providing coaching, mentoring, and performance evaluations.
• Support the Insurance Service Manager in overseeing and developing Customer Service Representatives (CSRs).
• Ensure consistent service standards and a strong member‑focused culture across all levels of the insurance services team.
• Conduct timely, meaningful performance reviews for all direct reports.
• Manage licensing and professional requirements, including insurance licensing, company appointments, continuing professional education (CPE), and career development for EIS staff.
• Maintain all corporate insurance licenses in compliance with regulatory requirements.
• Oversee hiring and training for sales and Customer Service representatives.
• Implement innovative talent acquisition strategies to attract and recruit high‑quality candidates.

• Review client accounts to ensure appropriateness of strategies, products, and services.
• Maintain industry knowledge; identify trends, emerging technologies, products, and strategies.
• Oversee resolution of escalated client issues to ensure satisfaction and retention.

• Communicate and collaborate with cross‑unit leadership to drive operational efficiency and consistency.
• Develop and participate in EIS and EFCU marketing, advertising, and referral campaigns, including social media initiatives and Google review strategies.
• Generate new prospects through referral leads, personal networks, existing clients, and additional sources.
• Prepare and deliver presentations, seminars, and workshops to support business development and member engagement.
• Perform all other duties as assigned.

See Dayforce (HRIS) Performance Management for Goals upon start in role, and annually.

• 5 to 8 years of progressively responsible experience in insurance services, including:
• Property & Casualty (personal and/or commercial lines)
• Compliance and regulatory oversight
• Client account management and service delivery
• Business planning, reporting, or operational improvement initiatives
• Previous leadership or supervisory experience is…