Responsibilities

• Serve as a strategic partner and right-hand resource to executive leadership, supporting initiatives that impact distribution, growth, policyholders, agents, and shareholders.
• Analyze marketing initiatives, business performance metrics, and operational results while providing recommendations to leadership.
• Develop reporting and dashboards to track key performance indicators, including production, persistency, placement rates, claims trends, and growth initiatives.
• Build and maintain relationships with independent agents, field leaders, advisory councils, financial professionals, and distribution partners.
• Support agent engagement, retention, communication strategies, and distribution growth initiatives.
• Collaborate with underwriting, actuarial, product development, operations, and compliance teams to support new product research, development, and launch activities.
• Assist with marketing campaigns, product positioning, and go-to-market strategies for life insurance products and related business lines.
• Partner with customer service teams to enhance policyholder communication, retention, and overall customer experience.
• Review claims communications and complaint trends while identifying opportunities for operational and service improvements.
• Draft shareholder communications, presentations, reports, and other materials for a large shareholder base.

Requirements

• Minimum of 7–10 years of experience within the life insurance industry, including operations, administration, marketing, distribution, or executive leadership support functions.
• Strong understanding of life insurance products, policy administration, underwriting processes, compliance requirements, and distribution channels.
• Experience working with independent agents, financial advisors, broker-dealers, field leaders, or agency distribution networks.
• Proven ability to analyze business performance metrics and develop executive-level reporting and recommendations.
• Experience supporting product development, product launches, marketing initiatives, and growth strategies.
• Strong project management skills with the ability to manage multiple priorities across diverse functional areas.
• Exceptional written and verbal communication skills, including experience creating presentations, shareholder communications, and executive correspondence.
• Ability to work effectively across operations, compliance, legal, finance, underwriting, and customer service teams.
• Proficiency with Microsoft Office Suite and familiarity with policy administration systems; experience with reinsurance platforms is a plus.
• Bachelor's degree in Business Administration, Finance, Insurance, Marketing, or a related field required; advanced degree preferred.

Preferred

• Advanced degree preferred
• Experience with international insurance operations, annuity products, or Latin American markets is considered a strong advantage