Alliant Insurance Services · 1 day ago
Operations Manager
San Marcos, CA, USA
Full-time
Onsite
Senior Level, Lead/Staff
$125K/yr - $175K/yr
10+ years expAlliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. The Operations Manager will lead the operational activities for the Alliant Americas Life Insurance Group, focusing on sales support, new business services, underwriting, and relationship management.
ConsultingFinancial ServicesInsurance
Responsibilities
Directs and oversees the day-to-day sales support functions including partnering with other operations staff and management to establish performance goals and objectives
Develops and implements consistent organization wide policies, workflows and procedures including corresponding measurement tools with an emphasis on workload re-balancing and best practices
Works with Unit Managers to ensure that employees are motivated, rewarded and retained through effective recruiting practices, timely completion of performance reviews and utilization of performance management tools including rewards, recognition, and disciplinary actions
Assigns staff and resources to align with strategic priorities and coordinates servicing requirements
Coordinates Partner agreements and tracks Partner activity; supports M Partner underwriting staff as necessary
Implements and executes processes for licensing and appointment
Manages Broker Dealer FINRA/SIPC compliance requirements
Manages Broker Dealer relationships and tracking of commissions
Maintains a strong relationship with the relevant M Partners
Provides commission forecasting, tracking and reporting
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Other duties as assigned
Qualification
Required
Bachelor's Degree or equivalent combination of education and experience
Ten (10) or more years related work experience with an emphasis in insurance operations and administration
LAH License
Series 6/63 License
Strong knowledge
FINRA Licenses 7, 66, or 7, 63, 65
SIPC - Surg Instru Procsr Cert
Excellent verbal and written communication skills
Excellent interpersonal, relationship building, negotiating and problem solving skills
Excellent customer service skills
Strong ability to motivate and develop staff
Superior leadership skills with an ability to drive operational results
Proficiency in Microsoft Office Products
Benefits
Comprehensive, high quality employee programs
Very competitive financial package
Company
Alliant Insurance Services
Alliant Insurance Services is a distributor of diversified insurance products and services.
10001+ employees
H1B Sponsorship
Alliant Insurance Services 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 (5)
2024 (3)
2022 (2)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$690MKey Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown
2007-06-03Acquired
Leadership Team
Stephanie Beach
Senior Vice President, Employee Benefits
Todd Schwartz
Senior Vice President
Recent News
Morningstar.com
2025-12-24
2025-12-18
Company data provided by crunchbase