Director of Annuity Operations

Harrison Group, Inc.; Dallas (TX); On-site; USD 140,000 - 170,000; Full time

Benefits offered by this job

Relocation Assistance

Bonus structure

Job summary

Harrison Group, Inc. is seeking a Director of Annuity Operations in Dallas, Texas, to lead their annuity new business organization. This role focuses on enhancing the customer and agent experience while managing a team dedicated to the annuity lifecycle from application submission to policy issuance. The ideal candidate will have 8-15 years of experience in annuity or life insurance operations and a track record of developing leaders and improving performance. Competitive salary range is $140,000 to $170,000 base, plus bonuses and relocation assistance.

Qualifications

• 8-15+ years of experience within annuity or life insurance operations, with direct exposure to new business.
• Proven track record of developing people leaders and improving team performance over time.
• Strong understanding of the annuity new business and policy issuance lifecycle.

Responsibilities

• Own the end-to-end annuity new business lifecycle, including intake, case management, underwriting coordination, and contract issuance.
• Drive performance across service levels, quality, cycle time, and productivity.
• Identify opportunities to streamline workflows, reduce friction, and scale operations as the business grows.

Skills

Leadership development

Operational metrics improvement

Communication skills

Annuity operations knowledge

Collaboration

Job description

Compensation:

$140,000 - $170,000 base + Bonus

Relocation Assistance Available

We are partnering with a well-established life insurance organization to identify a Director of Annuity Operations to lead a highly visible function within their annuity new business organization. This role sits at the center of the customer and agent experience, owning execution from application submission through policy issuance.

About the Role

Just as important, this role requires a thoughtful, intentional people leader - someone who can develop leaders, elevate team performance, and build a culture centered on accountability, growth, and long-term success.

Responsibilities

• Own the end-to-end annuity new business lifecycle, including intake, case management, underwriting coordination, and contract issuance
• Drive performance across service levels, quality, cycle time, and productivity
• Partner cross-functionally with distribution, marketing, finance, and operations to improve advisor and client experience
• Identify opportunities to streamline workflows, reduce friction, and scale operations as the business grows
• Play an active role in cross-functional initiatives and leadership forums to influence broader business outcomes

Leadership & Team Development

• Lead a team of managers and case managers supporting annuity new business and key distribution channels
• Act as a developer of leaders - coaching managers, building bench strength, and preparing the next layer of leadership
• Establish a culture of clear expectations, accountability, and continuous feedback
• Drive succession planning, career pathing, and long-term employee development
• Balance performance management with a leadership style that is engaging, supportive, and growth-oriented

Qualifications

• 8-15+ years of experience within annuity or life insurance operations, with direct exposure to new business
• Proven track record of developing people leaders and improving team performance over time
• Strong understanding of the annuity new business and policy issuance lifecycle
• Experience improving operational metrics while maintaining a strong team culture
• Collaborative, high-energy leader with a bias toward action and ownership
• Strong communication skills with the ability to influence across multiple stakeholder groups

Pay range and compensation package

$140,000 - $170,000 base + Bonus. Relocation Assistance Available.