Brokerage Operations Manager

Insurance Services Operations Manager

Over the frontline insurance team - Life insurance, variables, long term care and disabilities

Managing the below :

Work a lot of case management and sales force

Advisor will put cases in, meeting SLAs and getting those answered timely

Escalations that happen (insurance companies difficult to work with)

Insurance for investment

It's for an insurance services operations manager - Insurance experience including Life, Universal Life, Indexed Universal Life, and Variable Universal Life as well as some people management

Death benefits to beneficiaries

Advisor side - loading this info correctly (books and records)

Skills

Insurance, management, case management, operations, customer service, Salesforce, Bachelor's degree, customer service oriented

Top skills details

Insurance, management, case management, operations, customer service, Salesforce

Additional skills & qualifications

Bachelors in Finance a plus

Frontline management experience (2+ years)

Flexibility / adaptability

Experience level

Expert level

Pay and benefits

The pay range for this position is $80000.00 - $85000.00 / yr.

Will go over after interview

Workplace type

This is a hybrid position in Fort Worth, TX.

Application deadline

This position is anticipated to close on Oct 15, 2025.