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Insurance Operations Manager
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Based on New Jersey data
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What they do
An Operations Manager manages operations for a specific area within a company or organization. Supervises staff, oversees quality control, process improvement, and budget management for daily work activities. Has significant authority within their area of responsibility such as hiring, training, and managing staff.
$106,033 / year median in New Jersey
+8% projected growth
Job Description
Our client, a rapidly growing wealth management and financial planning firm, is seeking an experienced Insurance Operations Manager to lead and expand its insurance division. This is a highly visible leadership opportunity for an insurance professional who combines strong technical expertise with a passion for team development, advisor support, and business growth. The organization is committed to providing holistic financial solutions to clients and is actively investing in the continued expansion of its insurance platform. This individual will serve as the leader of the life insurance, long-term care, and annuity practice, partnering closely with financial advisors and senior leadership to drive results. Key Responsibilities Insurance Operations & Underwriting Oversee underwriting, case design, placement, and policy implementation processes
Develop and enhance workflows to ensure an efficient, compliant client experience
Collaborate with insurance carriers to secure competitive solutions and favorable underwriting outcomes
Act as a resource for complex cases and product recommendations Illustration & Case Design Oversee the preparation and review of insurance and annuity illustrations
Ensure accuracy and effectiveness of client-facing proposals and advisor presentations
Support advisors with product comparisons and case strategy Team Leadership Recruit, develop, and manage a growing insurance operations team
Establish best practices and drive operational excellence
Mentor staff and create opportunities for ongoing professional development Advisor Support Serve as the internal subject matter expert on life insurance, long-term care, and annuity products
Partner with financial advisors to identify appropriate solutions for clients
Assist with case design, underwriting strategies, and implementation Business Development Help expand the firm's insurance business and identify growth opportunities
Build and maintain strong relationships with carriers, wholesalers, and industry partners
Support strategic initiatives aimed at enhancing the firm's overall client offering Qualifications Minimum of 8 years of experience in life insurance, long-term care insurance, and annuities
Experience within an RIA, wealth management, financial planning, broker-dealer, or insurance environment strongly preferred
Bachelor's degree required; advanced designations such as CLU, ChFC, or CFP are highly valued or a L&H License Strong knowledge of underwriting, placement, case management, and illustration production
Understanding of insurance regulations, compliance, and industry best practices
Proven leadership and team development experience Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use and Privacy Notice. Create a Job Alert
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