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USAA · 1 day ago

Manager, Life Solutions

Plano Legacy

Full-time

Onsite

Mid, Senior Level

$90K/yr - $163K/yr

6+ years exp

USAA is seeking a talented Manager, Life Solutions to lead a team of specialized, licensed professionals dedicated to knowing their members and providing appropriate solutions to facilitate their financial security. The role involves motivating staff, executing process improvements, and ensuring compliance with company policies and regulations.

BankingFinancial ServicesInsuranceVenture Capital

No H1B

Responsibilities

Leads and develops a team of professional licensed advisors to provide best in class Health, Life, or Retirement advice and solutions to members to improve their financial security

Contributes to the achievement of Life Co member, product, and financial goals through team’s performance. Effectively coaches employees on sales processes and opportunities to improve overall sales results

Proactively identifies opportunities to improve operational effectiveness in Life, Health, or Retirement Income, resulting in reducing manual processes and expenses. Works with key stakeholders to implement solutions to improve operational effectiveness and performance standards to drive improved acquisition results

Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes, and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income

Develops required operational tools and processes including workflow development, systems enhancements, and selection of other technical resources needed

May fulfill the responsibilities of a securities principal: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits

Responsible for the resolution of complex operations issues and/or member escalations

Maintains compliance with company policies, procedures, and all applicable state and federal laws, rules, and regulations

Collaborates with strategic third-party vendors that helps USAA provide brokered products including Final Expense, Universal Life Insurance, Medicare Advantage & Prescription Drug Plans. Coordinates training/onboarding/development of third-party staffing to assist with seasonal call volumes

Responsible for efficient call center operating model that adheres to employee and member experience KPIs

Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities

Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Qualification

Financial services operationsSales experienceTeam leadershipProcess improvementFinancial products knowledgeRegulatory knowledgeAHIP certificationLifeHealth licenseChartered Life UnderwriterCall center management

Required

Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree)

6 years of experience in financial services operations to include process improvement

2 years of direct team lead, supervisory, or management experience required

Experience implementing and managing business process improvements

Extensive sales experience in the Health, Life, or Retirement industry

Demonstrated knowledge of financial products and services relevant to life, health insurance, or retirement income

Knowledge of federal laws, rules, regulations, and applicable guidance to include NY Regulation 187, NY Reg 60, Best Interest, and CMS (Centers of Medicare and Medicaid Services)

Ability to complete AHIP (America's Health Insurance Plans) and Strategic Partner carrier certifications