Lead the planning and delivery of the Experience & Digital Marketing portfolio, defining multi-year roadmaps and resource strategies. Coordinate production across creative and technology teams while managing portfolio artifacts and escalating risks to ensure business objectives are met.
Responsible for ensuring the quality and consistency of morbidity underwriting decisions for Long Term Care and Individual Disability Insurance. This role involves monitoring trends, performing post-decision reviews, and driving improvements to underwriting tools and processes.
Drive growth by developing broker relationships and selling group insurance products to middle-market clients. Manage the full sales process from RFP sourcing to implementation while ensuring profitable retention of existing clients.
Drive operational readiness and change management activities for initiatives impacting client implementation and group benefit solutions. This includes mapping workflows, developing SOPs, and partnering with cross-functional teams to ensure successful system adoption.
Drive growth by developing broker relationships and selling group insurance products to middle-market clients. Manage the full sales process from sourcing RFPs to ensuring profitable retention and upselling for in-force clients.
Provide expert case consultation and strategic planning support to agents and management in the Pacific Zone. Design customized solutions for estate, business, charitable, and retirement strategies to drive life insurance sales.
Manage a team of 8-10 Claim Managers to ensure operational goals, quality standards, and fair claim practices are met. Drive efficiency by leveraging AI tools and collaborating with leadership to resolve complex client and organizational challenges.
Lead and develop a team of Account Executives in the West Region to drive growth, retention, and consistent business results. Serve as an executive sponsor for strategic clients and partner with underwriting to align pricing strategies with financial objectives.
Evaluate life insurance applications to determine approval or decline based on mortality risk for cases up to $2.5 million TAAR. Communicate decisions and requirements to agents and internal partners while contributing to process improvement projects.
Lead and develop a remote team of Enrollment Fulfillment Analysts to ensure the accurate and compliant delivery of insurance enrollment materials. Drive operational excellence through process optimization, data-driven decision-making, and cross-functional collaboration with marketing and compliance partners.
Lead a remote team in managing the end-to-end RFP and proposal process for Group Insurance Sales to ensure high-quality and compliant submissions. Drive operational excellence through process improvement, team development, and collaboration with cross-functional partners like Underwriting and Legal.
Evaluate Individual Disability Income (IDI) applications by assessing morbidity, financial, and occupational risks to determine approval or modification. Collaborate with agents, reinsurance partners, and medical directors to ensure sound risk selection and professional case placement.
Responsible for maximizing the distribution of Group Benefit Solutions products by developing strategic initiatives and managing relationships with national consultant and brokerage firms. The role focuses on optimizing current revenue streams and driving incremental growth through innovative distribution solutions.
Provide expert case consultation and strategic planning in estate, business, and retirement areas to support agents in the Pacific Zone. Develop educational materials and collaborate with internal stakeholders to drive life insurance sales through advanced market initiatives.
The Life Solutions Consultant drives life insurance sales by providing technical guidance, product information, and sales concepts to agents. They are responsible for achieving territory sales objectives and maintaining strong business relationships with the agency sales force.
The Investment Solutions Consultant drives investment sales by providing technical guidance, product information, and sales concepts to New York Life agents. They are responsible for developing strong business relationships and delivering presentations to both agents and clients to meet territory objectives.
Establish and scale a sustainable data governance framework to ensure data consistency, quality, and security across financial and operational domains. Lead the data stewardship network and collaborate with IT and business teams to align data strategy with corporate priorities.
