Pan-American Life Insurance Group is seeking a bilingual Agency Operations Manager to join our U.S. Life & Health Insurance agency team in our Coral Gables, FL. office, where the team is based. This role will be key in overseeing the insurance agency operations, including case management, producer support and training, licensing and contracting, new and existing policy-service activities, premium processing, collections and producer events. The right candidate is fluent in English and Spanish, understands insurance operations, and can improve workflows while delivering responsive support to producers, policyholders, and internal partners.
ESSENTIAL FUNCTIONS:
- Lead Case Management Processes for Life & Health: Run daily reports to identify policies with new requirements and do proper follow-up to complete the underwriting process; ensure all cases flow through the Underwriting Processes within the reasonable time.
- Policyholder & Agent Communication: Educates policyholders and agents regarding surrenders, loans, dividend payments, contract interpretation, and other options that are available. Assists in establishing business goals, including sales and profitability goals, in alignment with overall corporate strategies.
- Support Sales Team with Administrative Training for Producers: Lead Group or Personalized Producer Trainings Bi-Weekly or as needed, to educate on Application Submission and Case Management
- Create Efficient Tools/Handbooks: Create Step by step guidebooks/tools, videos, as needed to promote 'ease of doing business' with us for our producers in both Life and Health lines of businesses
- Oversee the Agency Licensing & Contracting Team: managing the team closely to ensure proper workflow of all carrier contracts, DOI Licensing, Weekly Reporting to VP Sales; Manage Team Needs.
- Lead Logistics & Coordination of Special Producer Events: Lead and coordinate agency producer events for both business lines, including but not limited to venue selection, budget management, best practices, and event attendance.
KEY REQUIREMENTS:
- Bachelor’s degree or High School Diploma (or equivalent) with additional experience of experience in office management, general operations, or direct life or health experience in lieu of degree
- Minimum of 3 years of related life and/or health insurance experience; open to strong operational management experience
- Bilingual proficiency in English and Spanish
- Ability to develop and mentor others; foster teamwork
- Strong Microsoft Office skills
- Organizational skills
Pan-American Life Insurance Group Offers:
- Comprehensive Compensation Packages (base & bonus)
- Comprehensive Benefits Package: Medical, Dental, 401K, Paid Time Off, and Tuition Reimbursement (etc.) are some examples. New hires are eligible for medical and dental coverage on the first of the month following 30 days of service.
Who We Are:
Pan-American Life Insurance Group (PALIG) serves the life, accident, and health insurance needs of individuals and businesses in 49 U.S. states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands through its U.S. based member companies - Pan-American Life Insurance Company and Pan-American Assurance Company.
At Pan-American Life, our employees are our greatest asset. We are grateful for the collaborative efforts of our employees and partners, and for the confidence of the policyholders whose life and health we protect. It is through this long-standing commitment that Pan-American Life continues to succeed.
Pan-American Life is an Equal Opportunity Employer/Drug Free Workplace.
Skills Required
- Bachelor's degree, or high school diploma/equivalent with additional office management, general operations, or direct life or health insurance experience
- At least 3 years of related life and/or health insurance experience, or strong operational management experience
- Fluent bilingual proficiency in English and Spanish
- Ability to develop and mentor others and foster teamwork
- Strong Microsoft Office skills
- Strong organizational skills
What We Do
Since 1911, Pan-American Life has been dedicated to being the first-choice partner for top rated life, accident and health insurance and employee benefits for local and multi-national companies, as well as individuals seeking trusted financial security. Guided by the success and strength of its over 110-year history, PALIG has established a track record as one of the most financially sound insurance companies. The company’s heritage manifests a longstanding dedication to providing customers with innovative products and services to secure their future. PALIG employs more than 1,650 worldwide and provides top-rated life, accident and health insurance, employee benefits and financial services in 49 states, the District of Columbia (DC), Puerto Rico, and the U.S. Virgin Islands. The Group’s member companies offer individual and/or group life, accident and health insurance throughout the Americas in the United States, Latin America and the Caribbean. The Group has branches and affiliates in Costa Rica, Colombia, Ecuador, El Salvador, Guatemala, Honduras, Mexico, Panama, and 13 Caribbean markets, including Barbados, the Cayman Islands, Curacao and Trinidad and Tobago. To learn more about Pan - American Life Insurance Group, visit palig.com and to join our team, visit https://www.palig.com/about-palig/careers
