AVP New Business, Highland Capital Brokerage

Advisor Group; Remote; GBP 59,000 - 75,000; Full time

Job summary

A leading insurance provider is seeking an AVP New Business to manage life insurance case operations remotely. This role involves overseeing a team of case managers, ensuring efficiency, and maintaining high compliance standards. The ideal candidate will have at least 5 years of experience in life insurance, strong leadership capabilities, and a knack for problem-solving. Competitive salary between $80,000 and $100,000, along with incentive compensation, is offered based on qualifications and experience.

Qualifications

• 5+ years of experience in life insurance case management, operations, or underwriting support.
• Ability to guide, motivate, and develop a team while fostering accountability.
• Strong understanding of life insurance products, underwriting practices, and regulatory compliance.

Responsibilities

• Oversee life insurance case management team, ensuring operational efficiency.
• Monitor team performance to meet service standards and deadlines.
• Review and submit life insurance applications with accuracy and timeliness.

Skills

Case management

Leadership

Analytical skills

Communication

Problem-solving

Customer focus

Education

Bachelor’s degree

Life & Health Insurance License

Tools

Case management platforms

CRM tools

Job description

Osaic Careers

REMOTE Operations Opportunity in Insurance Industry

AVP New Business, Highland Capital Brokerage

Location(s) : All Locations / Remote

Role Type : Full time

Salary : $80,000 - $100,000 per year + Sales Incentive Compensation

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Overview

We are seeking a highly motivated and detail-oriented new business leader to oversee our life insurance case management team at Highland Capital Brokerage. This role is responsible for guiding case managers, ensuring operational efficiency, and driving a culture of collaboration and service excellence. The ideal candidate has a strong background in life insurance operations, underwriting support, and team leadership.

Education Requirements3>

• Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
• Life & Health Insurance License

Responsibilities

Team Leadership & Supervision

• Lead and support a team of life insurance case managers, providing coaching and day-to-day guidance.
• Assign cases based on workload, complexity, and team expertise.
• Monitor team performance to ensure service standards and deadlines are consistently met.

Performance Monitoring & Reporting

• Track and analyze team KPIs, including turnaround times and approval rates.
• Deliver regular reports to senior management on efficiency, productivity, and service quality.
• Conduct performance reviews and provide feedback to drive continuous improvement.

Case Management & Application Processing

• Review and submit life insurance applications to carriers with accuracy and timeliness.
• Ensure all required documentation is collected and complete prior to submission.
• Track application progress and provide proactive updates to agents and clients.

Communication & Coordination

• Act as a liaison between agents, underwriters, medical examiners, and clients.
• Follow up on outstanding requirements such as medical records and financial documentation.
• Provide clear status updates and address inquiries with professionalism and urgency.

Compliance & Documentation

• Ensure all applications comply with regulatory requirements and company policies.
• Maintain accurate and organized records of applications and correspondence.
• Stay current on underwriting guidelines, industry regulations, and carrier requirements.

High-Level Underwriting Support & Escalations

• Manage high-net-worth and large-face-amount cases requiring specialized underwriting.
• Handle escalated cases requiring direct carrier negotiation or advanced problem-solving.
• Collaborate with advanced underwriting teams to resolve complex issues.

Team Motivation & Culture Building

• Foster a positive, collaborative, and customer-focused team environment.
• Recognize achievements and encourage professional growth within the team.
• Promote service excellence and a solution-oriented mindset.

Basic Requirements

• 5+ years of experience in life insurance case management, operations, or underwriting support.
• 2+ years of leadership or team supervisory experience, preferably within a BGA or life insurance carrier.
• Industry Knowledge : Strong understanding of life insurance products, underwriting practices, carrier requirements, and regulatory compliance.
• Leadership & Coaching : Ability to guide, motivate, and develop a team while fostering accountability and high performance.
• Analytical Skills : Strong ability to interpret data, monitor KPIs, and implement process improvements.
• Problem-Solving : Skilled at resolving escalated or complex issues, including negotiating with carriers and underwriters.
• Communication : Excellent verbal and written communication skills with the ability to explain complex information clearly to agents, clients, and team members.
• Customer Focus : Demonstrated ability to maintain a service-first mindset while balancing operational priorities.
• Time Management : Ability to prioritize and manage multiple cases, projects, and deadlines effectively.
• Technical Proficiency : Comfort with case management platforms, CRM tools, and reporting systems, with the ability to adapt to new technology quickly.