Senior Manager, EPS Team

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.

Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.

Job Summary:

The Elite Partner Solutions (EPS) Sr. Manager position is responsible for overseeing and managing a dedicated service support team that works with top IMOs, Regional VPs, and a select group of Financial Advisors with a large in-force client account base with Delaware Life. The objective of this position is to improve the overall advisor experience and gain advisor loyalty, which will result in the growth of new business and retention of assets under management with Delaware Life.

The Sr. Manager will use their knowledge of our Products and Services, and the annuity marketplace, to provide guidance to a select group of service representatives, in their effort to create an ease of doing business with Delaware Life and the Financial Advisors who sell and service our products. This role will also be responsible for identifying opportunities to improve the advisor experience and execute on process improvements.

This individual will be in direct contact with our third-party administrator management team, along with Delaware Life management in Sales Distribution, and Operations to ensure that our Financial Advisor needs are met.

Main Accountabilities:

• Oversee the day-to-day operations including staff management, workload distribution, organizational strategy, training/onboarding, and troubleshooting
• Provides guidance and coaching to service team members to assist with resolving complex service matters
• Assist team members in resolving escalated issues from advisors and internal teams as needed
• Assist team members in establishing strong working relationships with existing and prospective financial advisors
• Identify opportunities to increase the advisor experience for increased new product sales
• Conduct timely and accurate communications with Distribution and Operations team members to inform of and help alleviate advisor issues
• Provide coaching and mentoring to service team members
• Works closely with our third-party administrator and Delaware Life Operations areas to identify problems and provide advisors with exceptional service
• Coordinate on-going training and development for service team members
• Establish and coordinate onboarding process for new hires
• Provide analysis and communicate complex matters and resolutions to senior management across Delaware Life
• Provide periodic management reports to Senior. Leadership on the team’s activities
• Create staff performance management metrics and monitor results
• Ensure team’s compliance with state and federal regulations, and all company operating procedures

Qualifications:

• Minimum 4-8 years of prior management (or relevant) experience with having managed a team of customer service and/or financial operations professionals
• Demonstrated ability to communicate effectively and concisely on complex matters to all levels of management
• Knowledge of Annuity Products, (Fixed, Fixed Index, and Variable) required
• Requires strong analytical and organizational skills
• Detail oriented and capable of managing multiple initiatives at one time
• Excellent communication skills both verbal and written
• 8 years of experience in Operations/Financial Services experience required
• Demonstrated ability to prioritize and execute on conflicting priorities
• Strong leadership skills and proven ability to work effectively and collaboratively within a team environment
• FINRA Series 6 (or 7), 26 (or 24) and 63 required, or ability to obtain Series 26 within six months of hire date

Benefits Highlights:  

Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package. Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability, and to enroll in the Company’s Employee Assistance Program and other wellness initiatives. Employees may also participate in the Company’s 401K plan, with matching contributions by the Company. 

#LI-ST1