Established in 1912 and reimagined in 2016, Upstream Life was a culmination of three determined and focused leaders with extensive financial experience. Their vision and goals were propelled by the industry which inspired the trio throughout their expansive careers. It is their passion and drive that led Upstream Life to expand into an array of financial services. Upstream Life provides life insurance, wealth management, retirement solutions and securities offerings to clients in the US. The goal of Upstream Life continues to be providing solid financial products designed for individuals looking to secure their financial future. It is this commitment that guides Upstream Life and its employees and inspires the growth and development of products and resources for our clients. Upstream Life continues to expand its product offerings and services to provide you with unique and secure options that fit into your life and help achieve your goals.
Role Description
This is a full-time on-site role for a Head of Insurance Operations - Life and Annuity at Upstream Life in New Orleans, LA. The individual will be responsible for managing all aspects of the life and annuity insurance operations and building of our life and annuity business. This role involves strategic planning, team leadership, and ensuring that all operational activities align with company goals. The ideal candidate will possess a deep understanding of the life and annuity industry, exceptional leadership skills, and a strong analytical mindset
Qualifications
5+ years of experience in operations management within the life and annuity industry.
Strong understanding of life insurance and annuity products, regulatory environments, and industry trends.
Proven leadership and team management skills, with a track record of driving operational excellence.
Exceptional analytical and problem-solving abilities.
Excellent communication and interpersonal skills.
Proficiency in operational software and data analysis tools.
Key Responsibilities:
Operational Management: Oversee daily operations of the life and annuity business, ensuring efficient processes and adherence to regulatory requirements.
Team Leadership: Lead and mentor a team of operations professionals, fostering a collaborative and high-performance culture.
Process Optimization: Identify opportunities for process improvement and implement best practices to enhance efficiency and effectiveness.
Compliance Oversight: Ensure all operations comply with industry regulations and internal policies, conducting regular audits and assessments.
Performance Metrics: Develop and monitor key performance indicators (KPIs) to measure operational success and drive continuous improvement.
Collaboration: Work closely with cross-functional teams, including underwriting, finance, and marketing, to ensure seamless operations and product delivery.
Project Management: Lead initiatives related to new product launches, system upgrades, and other operational projects.
Budget Management: Develop and manage the operations budget, ensuring cost-effective resource allocation.
Customer Focus: Enhance customer satisfaction through efficient operations and timely service delivery.
Education and Experience
Bachelor's degree in Business, Finance, Economics, or related field
Relevant certifications are a plus
Compensation Pay Disclosure
Upstream Life is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities.