AVP New Business, Highland Capital Brokerage
OsaicSan Diego, CA, US1 day ago
Job type
- Full-time
Job descriptionLead and support a team of life insurance case managers, providing coaching and day-to-day guidance. Assign cases based on workload, complexity, and team expertise. Monitor team performance to ensure service standards and deadlines are consistently met. Track and analyze team KPIs, including turnaround times and approval rates. Deliver regular reports to senior management on efficiency, productivity, and service quality. Conduct performance reviews and provide feedback to drive continuous improvement. Review and submit life insurance applications to carriers with accuracy and timeliness. Ensure all required documentation is collected and complete prior to submission. Track application progress and provide proactive updates to agents and clients. Act as a liaison between agents, underwriters, medical examiners, and clients. Follow up on outstanding requirements such as medical records and financial documentation. Provide clear status updates and address inquiries with professionalism and urgency. Ensure all applications comply with regulatory requirements and company policies. Maintain accurate and organized records of applications and correspondence. Stay current on underwriting guidelines, industry regulations, and carrier requirements. Manage high-net-worth and large-face-amount cases requiring specialized underwriting. Handle escalated cases requiring direct carrier negotiation or advanced problem-solving. Collaborate with advanced underwriting teams to resolve complex issues. Foster a positive, collaborative, and customer-focused team environment. Recognize achievements and encourage professional growth within the team. Promote service excellence and a solution-oriented mindset. 5+ years of experience in life insurance case management, operations, or underwriting support. 2+ years of leadership or team supervisory experience, preferably within a BGA or life insurance carrier. Industry Knowledge : Strong understanding of life insurance products, underwriting practices, carrier requirements, and regulatory compliance. Leadership & Coaching : Ability to guide, motivate, and develop a team while fostering accountability and high performance. Analytical Skills : Strong ability to interpret data, monitor KPIs, and implement process improvements. Problem-Solving : Skilled at resolving escalated or complex issues, including negotiating with carriers and underwriters. Communication : Excellent verbal and written communication skills with the ability to explain complex information clearly to agents, clients, and team members. Customer Focus : Demonstrated ability to maintain a service-first mindset while balancing operational priorities. Time Management : Ability to prioritize and manage multiple cases, projects, and deadlines effectively. Technical Proficiency : Comfort with case management platforms, CRM tools, and reporting systems, with the ability to adapt to new technology quickly.
AVP New Business, Highland Capital Brokerage
Remote Operations Opportunity in Insurance Industry
Location(s) : All Locations / Remote
Role Type : Full time
Salary : $80,000 - $100,000 per year + Sales Incentive Compensation
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more.
Summary :
We are seeking a highly motivated and detail-oriented new business leader to oversee our life insurance case management team at Highland Capital Brokerage. This role is responsible for guiding case managers, ensuring operational efficiency, and driving a culture of collaboration and service excellence. The ideal candidate has a strong background in life insurance operations, underwriting support, and team leadership.
Education Requirements :
- Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
- Life & Health Insurance License
Responsibilities :
Team Leadership & Supervision
Performance Monitoring & Reporting
Case Management & Application Processing
Communication & Coordination
Compliance & Documentation
High-Level Underwriting Support & Escalations
Team Motivation & Culture Building
Basic Requirements :
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Brokerage • San Diego, CA, US
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