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Knighthead Life · 1 month ago

New Business Team Lead

Charlotte, NC

Full-time

Onsite

Senior Level

5+ years exp

Knighthead Life is a service and technology-oriented insurance company providing retirement solutions. The Team Lead will manage the New Business team, overseeing the processing of new annuity applications and ensuring compliance and operational excellence.

FinanceFinancial ServicesInsuranceRetirement

Responsibilities

Supervise daily processing activities including application intake, data entry, contract setup, transfer packaging and transfer follow-up and policy issuance

Monitor and manage workflow queues to ensure timely and accurate completion of new business tasks

Review submitted applications for completeness and coordinate resolution of missing or incorrect information

Ensure all processing activities comply with regulatory standards and internal guidelines

Collaborate with internal teams such as compliance, sales support, and client services to resolve issues and improve turnaround times

Track and report on key performance indicators (KPIs) related to processing volumes, accuracy, and service levels

Provide coaching, training, and performance feedback to team members

Serve as a point of escalation for complex processing cases or service concerns

Lead initiatives to streamline operational processes and enhance system efficiency

Support onboarding of new team members and cross-training across functions

Qualification

Annuity operationsMYGAFIA productsLeadership experienceFAST New Business platformCRM systemsWorkflow management toolsOrganizational skillsCommunication skillsProblem-solving skills