Analysis Skills, Best Practices, Brokerage, Business Performance Management, Business Strategy, Coaching, Communication Skills, Corporate Policies, Corrective Action, Customer Experience, Customer Relations, Customer Retention/Renewal, Customer Satisfaction, Customer Support/Service, Detail Oriented, Federal Laws and Regulations, Finance, Industry/Trade Analysis, Insurance, Insurance Regulations, Leadership, Licensing, Metrics, Onboarding, Organizational Skills, Performance Analysis, Performance Management, Performance Metrics, Performance Reviews, Problem Solving Skills, Process Development, Process Improvement, Regulations, Risk Management, Sales, Series 7, Standards of Care, State Laws and Regulations, Team Lead/Manager, Trend Analysis
LOCATION
Richardson, TX
POSTED
9 days ago
Manager, Insurance Services
202604049
Richardson, Texas, United States
Full time
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Description
The Role
As Manager, Insurance Services, you'll be responsible for the day-to-day leadership, oversight, and performance management of a team of Licensed Insurance Brokers. This role ensures that all insurance activities are conducted in compliance with applicable federal and state regulations, company policies, and industry best practices, while driving professional development, ethical conduct, and client-focused outcomes.
Lead And Develop Your Team
Supervise, coach, and support a team of Licensed Insurance Brokers (LIBs).
Establish clear performance expectations and conduct regular one-on-one meetings, performance reviews, and development planning.
Foster a culture of integrity, accountability, collaboration, and client-centric service.
Promote professional development and cross-disciplinary collaboration.
Assist with recruiting, onboarding, training, and retention of insurance professionals.
Drive Service Excellence
Act as an escalation point for complex client issues, service concerns, or conflicts.
Monitor client satisfaction metrics, feedback, and service trends, and implement corrective actions where needed.
Proactively identify and mitigate supervisory, operational, and reputational risks.
Ensure consistent application of regulatory standards of care.
Reinforce a culture where exceptional service is viewed as a core responsibility, not just a performance metric.
Business and Performance Management
Monitor individual and team performance metrics, including production, growth, retention, and client satisfaction.
Support LIBs in implementing sales and client service strategies aligned with company goals.
Identify process improvements to enhance efficiency, risk management, and the client experience.
Communicate with Impact
Engage effectively with colleagues at all levels and across functions
Foster transparency and open dialogue
Deliver feedback that drives performance and development
Stay Ahead
Keep current on regulatory changes, industry trends, and emerging best practices
Pursue ongoing professional development
Seek and act on feedback to continuously enhance your impact
Qualifications
The Qualifications
Experience and Expertise
7+ years working in Fixed Insurance Brokerage, and/or broker-dealer environments, with deep understanding of regulatory distinctions and operational requirements
Strong working knowledge of Insurance products
Solid grasp of Fixed Insurance rules and regulations
Skills and Capabilities
Exceptional organizational skills with keen attention to detail and accuracy
Strong analytical and problem-solving abilities, with a track record of tackling complex challenges
Proven leadership experience managing and developing high-performing teams
Excellent communication and relationship-building skills
Education and Licenses
Bachelor''s degree in Business, Finance, or related field
FINRA Series 7, 63, 65 and/or 66, and 24 licenses.
Active state insurance licensing
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
The base salary compensation range being offered for this role is $120,000- $165,000 USD per year. This role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off
Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.