Related skills
crm salesforce aws kpis underwriting📋 Description
- Oversee new business and underwriting operations from application to issue.
- Lead the new business operations team: hire, train, and mentor.
- Improve processes to boost efficiency in new business.
- Monitor case progress and ensure steps meet timelines.
- Resolve issues or delays in case processing.
- Establish KPIs and monitor performance across daily processes.
🎯 Requirements
- 5+ years in underwriting or processing life insurance.
- 5+ years managing a team of case managers or new business specialists.
- Knowledge of call center operations, QA, call recording, and feedback analysis.
- 3+ years with CRM systems (Salesforce, AWD) and defining workflows.
- Proficient in defining and managing KPIs and SLAs that drive service metrics.
- Highly analytical with data-driven problem-solving capabilities.
🎁 Benefits
- Competitive salary and equity based on role
- Flexible work-from-home policy and remote options
- 100% paid premiums for medical, dental, and vision
- Lifestyle stipend to support wellbeing
- Remote and WFH options plus a Dallas Deep Ellum office
- Employee-led diversity, equity, and inclusion initiatives
Meet JobCopilot: Your Personal AI Job Hunter
Automatically Apply to Operations Jobs. Just set your
preferences and Job Copilot will do the rest — finding, filtering, and applying while you focus on what matters.
Help us maintain the quality of jobs posted on Empllo!
Is this position not a remote job?
Let us know!