National Life Group · 2 weeks ago
Associate Director - Annuity Operations
Addison, TX
Full-time
Onsite
Mid, Senior Level, Lead/Staff
$68K/yr - $99K/yr
3+ years expNational Life Group is one of America’s fastest-growing insurance companies, dedicated to providing families with stability since 1848. The Associate Director - Annuity Operations will lead and develop Case Managers, oversee production for multiple sites, and ensure efficient and high-quality service delivery in the Annuity New Business sector.
Health CareInsuranceLife Insurance
Responsibilities
Lead, mentor, and manage Case Managers, across multiple sites, ensuring efficient processing of Annuity New Business
Develop and implement strategic individual and team goals that align with broader departmental and organizational objectives
Foster a culture of excellence and high performance by providing advanced coaching and development opportunities to team members
Provide regular feedback and coaching to team members, supporting their professional development
Cultivate a team environment that fully embraces and promotes our core values and culture
Oversee and optimize production activities for multiple production sites, maintaining superior service standards
Ensure all processes are not only compliant with company policies and state and federal regulations but also adhere to best industry practices
Establish and uphold rigorous productivity and quality standards through comprehensive audits and reviews
Maintain a deep and comprehensive knowledge of our products, services, systems, and business processes to ensure top-tier operational efficiency
Proactively collaborate with senior internal teams and external partners to resolve complex issues and continuously enhance service delivery
Lead the implementation of innovative processes to significantly improve workflow efficiency and resource utilization
Provide detailed, data-driven updates to executive leadership on production metrics, trends, and outcomes, offering strategic insights and recommendations
Address high-priority customer and agent inquiries with urgency and efficiency, ensuring their needs are met and exceeded
Build and maintain robust relationships with internal stakeholders and key business partners to drive collaborative success
Qualification
Required
Bachelor's degree in business, Operations Management, or related fields
3+ years of experience in Annuity Operations, Financial Services or related fields preferred
Minimum of 3 years leadership experience
Strong leadership skills with change management experience
Strong financial and business acumen
Strong problem-solving and critical-thinking abilities
Excellent organizational skills and attention to detail
Ability to drive continuous improvement and enhance service delivery
Strong interpersonal and communication skills
Ability to pass a background check
Benefits
Flexible and customizable to your and your family’s specific needs
Full range of medical, financial, and/or other benefits
401(k) eligibility
Various paid time off benefits, such as vacation, sick time, and parental leave
Discretionary annual incentive programs
Company
National Life Group
National Life Group offers life insurance, and annuity products to help individuals, families and businesses pursue financial needs.
1001-5000 employees
H1B Sponsorship
National Life Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (14)
2024 (3)
2023 (4)
2022 (7)
2021 (3)
2020 (5)
Funding
Current Stage
Late StageLeadership Team
M
Mehran Assadi
Chairman, CEO & President
Recent News
2025-11-26
2025-11-08
Company data provided by crunchbase