Field Performance Specialist

Knights of Columbus; United States; On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Paid holidays

Tuition reimbursement

401(k) matching

Health insurance

Parental leave

Dental insurance

Vision insurance

EAP

Job summary

Knights of Columbus is seeking a Field Management leader to support and oversee the agency force in the Midwest region (MI, IL, OH, IN, WI). You will guide General Agents and staff to meet four pillars: Production, Manpower, Applications, and IARs, while maintaining strong service and compliance with company policies.

You will recruit, mentor, and motivate field teams, coordinate with RAEC, and ensure consistent counsel and growth across agencies.

Qualifications

• Understanding of insurance operations, policies, and processes.
• Customer service oriented with strong oral and written communication skills.
• Significant management ability.
• Time management and prioritization of work; attention to detail.
• Experience in complaint resolution.
• Strong organizational and coordination skills to support multi-tasking.

Responsibilities

• Manage the activities of the assigned agencies in person, regularly to ensure achievement of four pillars: Production, Manpower, Applications, IARs.
• Direct, support, motivate, and manage General Agents, AGAs, FAs and staff with RAEC for the region.
• Lead and coach agency teams to meet KPIs and growth targets.

Skills

Insurance operations

Customer service

Management ability

Time management

Complaint resolution

Organization

Education

BS/BA in related field

8 years life insurance admin experience

FIC/FLMI/CLU desirable

Job description

Feel Good About Doing Good

The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years.

Feel Good About Doing Good

The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years.

While we have many employees who are not Catholic, we follow the Church’s teachings in our investment strategies and our employee benefits. As part of our religious mission, we support the pro-life cause by contributing to the March for Life and pregnancy resource centers, we oppose assisted suicide and euthanasia, we are evangelists for the Catholic faith, and we help Christians who are facing religious persecution in the Middle East. We all work together to support our two million members as they volunteer to help others in their parishes and communities around the world.

Share Your Talent. Live Your Purpose.

We are a growing and purpose-driven community of professionals. Join us to discover how you can meet your goals and ours!

Overview

Assists and supports Field Management in the administration and operations of the Field Force in the region (Michigan, Illinois, Ohio, Indiana, Wisconsin).

Oversees, directs, leads, and motivates the General Agents and their staff of Assistant General Agents, Field Agents, and clerical assistants in achieving their goals and meeting key performance indicators for their agencies.

Core Responsibilities

Manages the activities of the assigned agencies in person, on a regular basis, to ensure achievement of the Four established Pillars by offering consistent counsel and motivation focused on growth of the Four Pillars: Production-Manpower-Applications- IAR’s.

Activities include (but not limited to) directing, supporting, motivating, and managing General Agents, AGAs, FAs and administrative assistant support staff in conjunction with the RAEC for assigned region.

Skills Qualifications

• Understanding of insurance operations, policies, and processes.
• Must be customer service oriented with strong oral and written communication skills.
• Significant Management ability.
• Time management and prioritization of work; attention to detail.
• Experience in complaint resolution.
• Strong organizational and coordination skills to support multi- tasking.

Education

• BS or BA degree in a related field.
• 8 years related work experience in life insurance administration.
• Insurance professional education (e.g., FIC, FLMI and CLU) desirable.

Authorization To Work In The United States Is Required

This position is not eligible or visa sponsorship.

Physical Demands

KofC Cares

Our mission is focused on family and faith, and we support our employees in seeking a balanced life.

Employee benefits include:

• Time Away: 13 paid holidays per year in addition to vacation and paid sick leave, and flexible workweek schedules.
• Professional Development: Certifications, designation, and tuition reimbursement.
• Retirement Benefits: 401(k) retirement savings plan with matching company contributions, and cash balance retirement plans fully funded by the company.

Health and Wellness:

• Short-term disability and term life insurance fully paid for by the company;
• Up to 12 weeks of childbirth leave under STD policy.
• One week of fully paid parental leave for all new parents, including adoptive and foster parents.
• A variety of health insurance options, including premium-level family coverage and a pre-tax Health Savings Account with employer contributions. The Order's health plans do not cover abortion, sterilization, or contraception, and the Order has helped advocate for other employers who do not want to provide coverage.
• Long-term disability insurance;
• Dental insurance;
• Vision insurance;
• Health club membership reimbursement;
• Employee Assistance Program