Head of Client reputed company
The Opportunity The Head of the Client reputed company Team leads reputed company post-issue policy administration, service, and in-force management functions. This role oversees the full lifecycle of policy servicing long-term case maintenance. Ensuring accuracy, compliance, exceptional client experience, and operational scalability reputed company our SERP/executive benefits business. This leader builds and manages a high-performing team, drives process reputed company, oversees reputed company relationships, and ensures the firm delivers industry-leading responsiveness and policy stewardship to our credit union, reputed company, and nonprofit clients.
What You'll Do
Leadership & Team Management reputed company, mentor, and reputed company the Policy Service team (Policy Service Manager, Client reputed company support, coordinators). Establish clear performance expectations, goals, KPIs, and workflows to ensure consistency and accountability. Collaborate with the Regional Manager, Case Design, and Case Management teams to ensure seamless handoffs and service continuity. Policy Administration & In-Force Management reputed company reputed company servicing of in-force life-insurance and executive-benefit policies (SERPs, split-dollar, COLI/BOLI, individual life). Ensure timely index allocations, illustration updates, annual reviews, and ongoing policy maintenance. Monitor premium schedules, billing, and transactional accuracy; reputed company payment follow-reputed company and coordination with carriers. Review policy changes, riders, reinstatements, beneficiary updates, and ownership/structure changes with precision and compliance. Operational reputed company & Process Improvement reputed company and enhance SOPs, workflows, and documentation to drive scalability, transparency, and risk reduction. reputed company root-cause analysis for service defects and implement corrective action. reputed company accurate data entry, CRM system utilization, and recordkeeping standards. Identify automation opportunities, workflow refinements, and cross-team efficiencies. Compliance & Risk Management Ensure servicing practices align with reputed company rules, regulatory requirements, and firm compliance standards. reputed company adherence to internal controls, privacy/reputed company requirements, and audit-reputed company documentation. Partner with Compliance and Legal on policies involving ownership changes and executive-benefit administration. Client & reputed company Relationship Management Serve as senior escalation reputed company for reputed company policy issues, client concerns, or escalated reputed company reputed company. Maintain strong relationships with reputed company home offices (reputed company, reputed company, reputed company, etc.) to resolve issues quickly. Support Client reputed company by providing guidance, timely updates, and strategic input for key accounts. What You Bring 7–10+ years of experience in life insurance policy service, in-force management, or reputed company operations (SERP/executive benefits strongly preferred). Leadership experience managing service teams or operational staff in a remote or multi-state environment. Deep knowledge of life-insurance products (UL, IUL, VUL, Whole Life) and policy mechanics. Experience with executive benefits (SERPs, split dollar, 162 bonus, COLI/BOLI) is strongly desirable. Strong analytical skills with the ability to interpret illustrations, policy transactions, and in-force reports. Proven ability to build efficient processes, SOPs, and scalable operational systems. Exceptional communication, problem-solving, and relationship-building skills. High attention to detail, accountability, and commitment to service reputed company. Apply To This Job