Director of New Business Operations

Position: Director of New Business Operations, Insurance Industry
Reports to: VP Operations
Department: Operations
Location: 900 Circle 75 Parkway, Atlanta, GA 30339; in-office position
Position Type: In-Office
Classification: Full-Time AND Exempt

Summary

The objective of this role is to drive operational excellence and lead the Atlanta-based New Business team. As Director of New Business Operations, you will provide strategic leadership and team oversight to ensure the timely, accurate processing of life insurance and annuity applications. You will cultivate strong relationships with partners, carriers, advisors, and sales teams while optimizing workflows, leveraging data analytics, and fostering a high-performance culture aligned with the One Simplicity vision.

As the Director of New Business Operations, you are responsible for leading day-to-day operations, establishing operational standards, and ensuring organizational Service Level Agreements (SLAs) are consistently met. You will mentor and develop high-performing team members, implement process improvements using data analytics, manage escalations, and serve as the operational bridge between leadership, carrier partners, sales teams, and vendors.

Primary Responsibilities:

• Collaborate with Simplicity’s leadership and partners to craft and execute strategies that enhance service delivery and optimize business workflows.

• Develop and implement process improvements using data analytics, ensuring the team is always operating at peak performance.

• Oversee the integration of policies, procedures, and resources to align with the broader One Simplicity vision.

• Build proactive relationships with partners, sales teams, carriers, and vendors to ensure seamless operations.

Managerial Responsibilities:

• Lead and manage the day-to-day operations of the Atlanta-based New Business team, driving performance and efficiency.

• Act as the primary point of contact for escalations, managing operational, HR, and commission-related matters.

• Take ownership of training, mentoring, and talent development to empower your team to achieve excellence.

Qualifications:

• 5-7+ years of leadership and operational management experience within the insurance or financial services industry.

• Deep domain expertise in life insurance and annuity products and new business case management.

• Experience working with Financial Institutions or Broker Dealers preferred.

• Bachelor’s degree in Business Administration, Operations Management, or related field preferred, or equivalent in proven industry experience; high school diploma / GED required.

• Proven experience leading, mentoring, and developing high-performance teams.

• Proficiency with paperless workflows, Microsoft Office or Google Suite (Word, Excel), and CRM tools such as Salesforce.

• Strong analytical skills with experience utilizing data analytics and performance metrics to drive workflow optimizations.

Core Competencies:

• Communication: Clearly and effectively communicating both verbally and in writing.
• Efficiency: Prioritizes and multitasks in fast-paced settings, delivering quality results with minimal errors.
• Initiative: An entrepreneurial self-starter who operates independently to exceed goals.
• Discretion: Proven ability to handle sensitive and confidential information with professionalism.
• Reliability: Possesses an honest, trustworthy demeanor that maintains optimism and boosts morale.
• Collaboration: Works effectively with others, integrating diverse perspectives to reach common goals.
• Analysis: Leverages analytical skills to identify challenges and generate innovative solutions.
• Service: Anticipates customer needs and consistently exceeds expectations while fostering relationships.
• Adaptability: Adjusting quickly and effectively to shifting priorities and evolving technologies.
• Decisiveness: Making timely, well-informed decisions that keep projects on task by assessing risks.

Essential Job Functions:

• Maintain a stationary position (sitting or standing) for extended periods.
• Communicate and exchange accurate information clearly with peers, leadership, and external partners.
• Collaborate closely with colleagues and external parties to achieve project goals.
• Operate computers and standard office equipment on a constant basis.
• Perform repetitive motions involving wrists, hands, and fingers.
• Assist clients and colleagues via telephone, email, and in-person.
• Observe and analyze details at close range.
• Interpret data and present findings in group settings.

• Collaborative leadership that prioritizes team growth, empowerment, and mentorship.

• Exceptional communication skills, capable of tailoring messaging across all organizational levels and stakeholders.

• Strategic thinker adept at developing scalable processes and integrating new technologies.

• Strong organizational, time management, and multi-tasking skills with precise attention to detail.

• Ability to balance independent strategic decision-making with collaborative teamwork.

Travel Requirements:

• Occasional: Approximately 10%-20% (Occasional overnight trips, roughly 2-4 days per month).

Compensation & Benefits:

Compensation (based on experience)

• Annual Base Salary: $90,000 - $110,000, based on experience
• Annual Performance Bonus Target: 20%

Benefits

• Employee Benefits (Medical, Dental, Vision, Life Insurance, other)
• 401k with Employer Match
• Paid Time Off

*This role is an in-office position