General Manager – Insurance & Investments

thehivecareers.co; San Juan (PR); On-site; USD 120,000 - 180,000; Full time

Job summary

thehivecareers.co is seeking a General Manager – Insurance & Investments to lead business operations, sales performance, and strategic growth across insurance and investment services in San Juan.

You will develop client and partner relationships, manage budgets and KPIs, oversee policy distribution and investment activities, and ensure compliance with applicable regulations while guiding cross-functional teams.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, Accounting, Insurance, or a related field.
• MBA or relevant postgraduate qualification preferred.
• Typically 8-12+ years of experience in insurance, investments, financial services, or related business operations, including management experience.
• Proven track record in business development, sales leadership, financial planning, and operational management.
• Strong knowledge of insurance products, investment services, financial markets, and relevant regulatory requirements.
• Experience managing budgets, leading teams, developing strategic partnerships, and achieving commercial targets.
• Excellent leadership, analytical, communication, negotiation, and decision-making skills.

Responsibilities

• Strategic Planning: Develop and implement business strategies to drive growth, profitability, and market expansion across insurance and investment services.
• Business Development: Identify new business opportunities and establish partnerships with insurance providers, investment firms, banks, brokers, and corporate clients.
• Insurance Operations: Oversee insurance product distribution, policy acquisition, renewals, customer service, and relationships with insurance partners.
• Investment Operations: Monitor investment-related business activities, identify investment opportunities, and support portfolio growth, where applicable.
• Financial Management: Manage budgets, revenue forecasts, operating expenses, and profitability targets.
• Sales & Revenue Growth: Lead sales teams, expand distribution channels, acquire new customers, and achieve business development targets.
• Risk Management & Compliance: Ensure compliance with insurance regulations, investment guidelines, financial services laws, and internal risk management policies.
• Team Leadership: Manage and develop sales, operations, insurance, and investment teams to improve productivity and achieve organizational objectives.
• Client & Stakeholder Relations: Build strong relationships with corporate clients, institutional investors, insurance providers, and financial institutions.
• Performance Monitoring: Track KPIs, evaluate business performance, prepare management reports, and implement corrective actions to achieve targets.

Skills

Leadership

Analytical

Communication

Negotiation

Decision-making

Education

Bachelor's degree in Finance, Business Administration, Economics, Accounting, Insurance, or a related field

MBA or relevant postgraduate qualification

Job description

Job Title: General Manager - Insurance & Investments

Role Summary

The General Manager – Insurance & Investments oversees business operations, sales performance, and strategic growth across insurance and investment services. The role focuses on expanding market presence, developing client and partner relationships, managing financial performance, improving operational efficiency, and ensuring compliance with applicable insurance and financial regulations.

Key Responsibilities

• Strategic Planning: Develop and implement business strategies to drive growth, profitability, and market expansion across insurance and investment services.
• Business Development: Identify new business opportunities and establish partnerships with insurance providers, investment firms, banks, brokers, and corporate clients.
• Insurance Operations: Oversee insurance product distribution, policy acquisition, renewals, customer service, and relationships with insurance partners.
• Investment Operations: Monitor investment-related business activities, identify investment opportunities, and support portfolio growth, where applicable.
• Financial Management: Manage budgets, revenue forecasts, operating expenses, and profitability targets.
• Sales & Revenue Growth: Lead sales teams, expand distribution channels, acquire new customers, and achieve business development targets.
• Risk Management & Compliance: Ensure compliance with insurance regulations, investment guidelines, financial services laws, and internal risk management policies.
• Team Leadership: Manage and develop sales, operations, insurance, and investment teams to improve productivity and achieve organizational objectives.
• Client & Stakeholder Relations: Build strong relationships with corporate clients, institutional investors, insurance providers, and financial institutions.
• Performance Monitoring: Track KPIs, evaluate business performance, prepare management reports, and implement corrective actions to achieve targets.

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, Accounting, Insurance, or a related field.
• MBA or relevant postgraduate qualification preferred.
• Typically 8-12+ years of experience in insurance, investments, financial services, or related business operations, including management experience.
• Proven track record in business development, sales leadership, financial planning, and operational management.
• Strong knowledge of insurance products, investment services, financial markets, and relevant regulatory requirements.
• Experience managing budgets, leading teams, developing strategic partnerships, and achieving commercial targets.
• Excellent leadership, analytical, communication, negotiation, and decision-making skills.

Key Performance Indicators (KPIs)

• Revenue growth and profitability.
• Insurance premium growth and policy acquisition.
• Investment business growth and portfolio performance, where applicable.
• Customer acquisition, retention, and satisfaction.
• Market expansion and strategic partnership development.
• Operational efficiency and budget control.
• Regulatory compliance and risk management.
• Team productivity and achievement of business targets.