Experior Financial Group · 6 hours ago
New Business Manager
Experior Financial Group Inc. is looking for an experienced and dynamic US New Business Manager to lead and develop their US New Business team. The role involves overseeing daily operations, managing workflows, and implementing improvements to enhance efficiency and performance across the department.
Financial ServicesInsuranceLife Insurance
Responsibilities
Lead, manage, and continuously develop the US New Business team, overseeing daily operations, application review, case management, and coordination with carriers, agents, sales, and internal stakeholders to ensure underwriting requirements are met
Utilize internal systems to process requests, review documentation, and communicate effectively, while maintaining and enhancing department procedures, workflows, and training materials
Identify, recommend, and implement processes, technology, and operational improvements; proactively identify and resolve gaps and opportunities within the department
Lead, mentor, motivate, and support the US New Business team by providing guidance, resources, training, and development opportunities to enhance individual and team performance
Monitor and assess team performance throughout the year, provide ongoing feedback, conduct annual performance reviews, and address performance issues as they arise
Support recruiting, hiring, onboarding, and training of new team members, ensuring successful integration and readiness to perform job responsibilities
Provide regular department updates to senior management, lead weekly department meetings, and maintain visibility in all team and departmental activities
Manage team attendance, including tracking vacation and sick time
Perform additional duties related to the US New Business department as assigned by company leadership
Qualification
Required
Minimum of 3-5 years in New Business, Underwriting, and/or Case Management within the insurance or IMO industry
Minimum of 1-2 years of experience in a management or leadership position is required
Must reside and be authorized to work in the USA
Proven ability to lead, develop, and manage a high-performing team in a fast-paced environment
Strong written and verbal communication skills, with the ability to deliver complex or sensitive information professionally and tactfully across multiple channels
Excellent organizational, time-management, and prioritization skills, with the ability to meet tight deadlines and manage multiple initiatives simultaneously
High level of technical aptitude, including strong computer skills and the ability to quickly learn new systems and tools
Solution-oriented problem solver who remains positive and effective in a fast-paced environment
Demonstrated accountability, reliability, and ownership of work, with strong attention to detail and accuracy
Receptive to feedback, adaptable to change, and committed to continuous improvement
Preferred
Bilingual (English/Spanish) is an asset
Benefits
Work-life balance with paid vacation and sick days
Competitive compensation
Comprehensive medical, dental, and vision benefits
Flexible work options
Career growth and development opportunities
Diverse teamwork environment.
Straight day shifts with no weekends
Company events and celebrations
Tuition reimbursement
Company-provided equipment
Company
Experior Financial Group
Experior Financial Group offers brokerage, insurance, investment solutions, and other financial services.
Funding
Current Stage
Growth StageLeadership Team
Recent News
EIN Presswire
2025-10-09
Company data provided by crunchbase