Operations & Onboarding Manager

Virtual Pros US; Miami (FL); On-site; USD 110,000 - 160,000; Full time

Job summary

VirtualPros US is seeking an Operations & Onboarding Manager to oversee the entire onboarding lifecycle for agents, including licensing, carrier contracting, and activation, while coordinating with sales, compliance, and leadership to ensure adherence to standards.

The role focuses on building scalable processes, improving performance metrics, and maintaining strong carrier relationships to support rapid growth and operational health within the organization.

Qualifications

• Experience in operations, onboarding, contracting, or related field.
• Life insurance industry experience is strongly preferred.
• Knowledge of carrier contracting, licensing, persistency, and compliance preferred.
• Previous experience managing or supervising a team.
• Strong leadership, organization, and problem-solving skills.
• Comfortable working with reports, KPIs, spreadsheets, and operational systems.
• Ability to manage multiple priorities in a fast-paced environment.
• Excellent communication skills and strong attention to detail.
• Proficient in English; Spanish language skills are a plus.

Responsibilities

• Lead onboarding, contracting, and operational support functions.
• Oversee end-to-end onboarding from licensing through activation and sales readiness.
• Develop and mentor onboarding/ops teams to ensure performance and service standards.
• Maintain relationships with life insurance carriers and resolve issues.
• Monitor onboarding timelines, persistency, placement, production, chargebacks, and compliance.
• Review operational reports to identify trends, risks, bottlenecks, and improvements.
• Conduct and supervise internal audits to ensure compliance with standards.
• Collaborate with sales leadership to address performance and compliance concerns.
• Create and improve workflows, reporting systems, and accountability standards.
• Track and present onboarding and operational KPIs to executives.
• Partner with recruiting, training, sales, compliance, and leadership for smooth agent experience.
• Continuously optimize processes to support growth and scalability.

Skills

Leadership

Operations management

Onboarding

Carrier contracting

Compliance

Team management

KPIs & analytics

Bilingual EN/ES

Tools

Spreadsheets

Reporting systems

Operational dashboards

Job description

The Operations & Onboarding Manager will oversee the operational lifecycle of VirtualPros agents, from onboarding and carrier contracting through sales readiness, compliance, persistency, and ongoing business quality.

This role will lead the onboarding and contracting function while also overseeing key operational areas that support the health and growth of the organization. The manager will work closely with insurance carriers, sales leadership, compliance, recruiting, training, and executive leadership to ensure agents are properly onboarded, supported, and operating according to company and carrier standards.

The ideal candidate is a strong operational leader who can manage a team, improve processes, analyze performance, build strong carrier relationships, identify potential issues, and create scalable systems for a rapidly growing organization.

Key Responsibilities

• Lead and manage the onboarding, contracting, and operational support functions.
• Oversee the complete onboarding process, from licensing and carrier contracting through agentactivation and sales readiness.
• Manage and develop the onboarding and operational support team, ensuring strong performance,accountability, and service standards.
• Maintain strong relationships with life insurance carriers and resolve contracting, compliance, andoperational issues.
• Monitor key business metrics, including onboarding timelines, persistency, placement, production,chargebacks, and compliance.
• Review operational reports and identify trends, risks, bottlenecks, and opportunities forimprovement.
• Conduct and oversee internal audits to ensure sales and operational processes meet company andcarrier standards.
• Work closely with sales leadership to address agent performance, compliance, and operationalconcerns.
• Create and improve workflows, procedures, reporting systems, and accountability standards.
• Track and present key onboarding and operational KPIs to executive leadership.
• Partner with recruiting, training, sales, compliance, and leadership to ensure a smooth agentexperience.
• Continuously improve processes and systems to support the company’s growth and scalability.

Qualifications

• Experience in operations, onboarding, contracting, insurance operations, or a related field.
• Life insurance industry experience is strongly preferred.
• Knowledge of carrier contracting, licensing, persistency, and compliance is preferred.
• Previous experience managing or supervising a team.
• Strong leadership, organization, and problem-solving skills.
• Comfortable working with reports, KPIs, spreadsheets, and operational systems.
• Ability to manage multiple priorities in a fast-paced environment.
• Excellent communication skills and strong attention to detail.
• Proactive, accountable, and able to work independently.
• Bilingual English and Spanish is strongly preferred.

What We Are Looking For

We are looking for someone who does more than simply complete tasks. We want a leader who takes ownership, protects the business, anticipates problems, and constantly looks for ways to improve the organization.

The right person will understand that strong operations are the foundation of sustainable growth. They will be passionate about maintaining high standards, protecting our carrier relationships, supporting our sales leaders, and helping build one of the most important life insurance sales organizations in the country.

Why Join VirtualPros?

• Join one of the fastest-growing life insurance sales organizations in the United States.
• Work alongside an ambitious and performance-driven leadership team.
• Help build the operational foundation of a company with more than 400 sales professionals.
• Develop relationships with some of the largest life insurance carriers in the country.
• Play a meaningful role in the company’s expansion and long-term strategy.
• Be part of a culture centered around growth, innovation, accountability, and excellence.

Location: Miami, Florida

Position: Full-Time

VirtualPros US is an equal opportunity employer. We value leadership, integrity, excellence, and people who are ready to grow with the organization.