Agent Services Manager – Oxford Life Insurance

Agent Services Manager – Oxford Life Insurance

Requirements

• High school diploma (required)
• Bachelor’s degree or equivalent work experience.
• 2+ years insurance industry-related experience (required)
• Understand general finance and budgeting (required)
• Excellent written and verbal communication skills (required)
• Proficiency with Microsoft Office (required)
• Ability to analyze data (required)
• Ability to present information to upper management and peers (required)
• Analytical, organized and detailed oriented mindset (required)

Responsibilities

• Provide leadership and mentorship to Supervisors and staff within Agent Service departments
• Determine and prioritize initiatives for all Agent Service departments
• Look for best practices and ensure symmetry amongst all Agent Service departments
• Encourage process efficiency with automation and tools
• Create an environment of learning, accountability, and employee development
• Handle employee terminations and assist Supervisors with personnel issues
• Handle distribution of projects received from upper management by determining which departments are affected and organizing between all affected departments
• Assist Supervisors with determining when changes are needed to Company policies & procedures
• Assist Supervisors with controls to ensure adherence with SOX/BDO audits
• Determine max workloads for each department and role within each department and suggest when changes to staffing are necessary
• Meet with upper management on projects, procedures, initiatives, and suggestions for improving customer experience
• Analyze data to determine/establish trends, fluctuations, and gaps
• Budgeting for all Agent Service departments

Preferred Qualifications

• 3+ years management experience (Preferred)
• 2+ years of operational experience, preferably related to the agent field (preferred)
• Life Insurance & Annuity Experience