Operations Supervisor (Insurance / Financial Services)

Insurance Administrative Solutions, L.l.c.; Dallas, Northern (TX, KY); Hybrid; USD 65,000 - 100,000; Full time

Job summary

PHP Agency in Addison, Texas is seeking a New Business Manager to lead new business operations for life and annuity submissions, ensuring an efficient, high-quality, and agent-focused experience. This role serves as a key liaison between agents, carrier partners, and underwriting teams, driving strong placement outcomes, process consistency, and service excellence.

You will coach Team Leads and New Business Case Managers, monitor KPIs and SLAs, oversee case flow from submission to placement, and

Qualifications

• 3–5 years of experience in new business operations or related roles.
• Bachelor's degree in Communications, Public Relations, Journalism, or related field.
• Experience supporting internal or employee communications functions.
• Track record of implementing strategic communication plans.
• Exceptional written and verbal communication skills.
• Ability to handle multiple projects simultaneously in a fast-paced environment.

Responsibilities

• Lead and develop Team Leads and New Business Case Managers, building a high-performing team.
• Establish, monitor, and hold teams to KPIs, SLAs, and performance standards.
• Oversee daily new business operations, including work queues, turnaround times, and case flow.
• Deliver onboarding, training, coaching, and quality oversight for consistency and compliance.
• Serve as the primary escalation point for complex/high-impact cases with agents and underwriters.
• Partner cross-functionally to ensure seamless workflows and a consistent agent experience.
• Drive continuous improvement by identifying gaps and implementing process enhancements.
• Prepare and communicate performance reporting and trends to leadership.

Skills

Written communication

Project management

Multi-tasking

Strategy development

Stakeholder engagement

Education

Bachelor's degree in Communications/Public Relations/Journalism or related field

Job description

About PHP Agency: PHP is a life insurance field marketing organization, founded in 2009 by visionary entrepreneur Patrick Bet David. PHP partners with leading insurance and annuity carriers to offer a comprehensive basket of insurance products to a diverse client base. PHP provides part-time or fulltime opportunities to individuals pursuing careers as life insurance agent. PHP passionately serves people through a field sales force comprised of thousands of licensed agents deployed nationwide in offices they independently own and operate. The company was acquired in 2022 and is now a proud part of the Integrity family. PHP's headquarters is currently based in Addison, Texas. The office will relocate to Fountain Place in downtown Dallas in April. This is a fully onsite role, Monday through Friday, 8:00 a.m. to 5:00 p.m.

Job summary

The New Business Manager leads new business operations at PHP Agency, overseeing all life and annuity case submissions while ensuring an efficient, high-quality, and agent-focused experience. This role serves as a key liaison between agents, carrier partners, and underwriting teams, driving strong placement outcomes, operational consistency, and service excellence, while developing and coaching Team Leads and New Business Case Managers and supporting ongoing process and system improvements across the department.

Let’s talk job responsibilities

• Lead and develop Team Leads and New Business Case Managers, building a high-performing team and a strong pipeline of future leaders.
• Establish, monitor, and hold teams accountable to KPIs, SLAs, and performance standards aligned with PHP’s goals and agent-focused culture.
• Oversee daily new business operations, including work queues, turnaround times, and case flow, ensuring timely and accurate processing from submission through placement.
• Deliver onboarding, training, coaching, and ongoing quality oversight to ensure consistency, compliance, and strong customer communication.
• Serve as the primary escalation point for complex or high-impact cases involving agents, carrier partners, and underwriting teams.
• Partner cross-functionally with peer leaders to ensure seamless workflows, system adoption, and a consistent white glove agent experience.
• Drive continuous improvement by identifying operational gaps, implementing process enhancements, and supporting system and technology improvements.
• Prepare and communicate performance reporting, trends, and operational insights to leadership, proactively addressing risks and opportunities.

Your experience and skills

• 3-5 Years of Experience
• Bachelor's degree in Communications, Public Relations, Journalism, or a related field.
• Experience in supporting internal or employee communications functions.
• Track record of implementing strategic communication plans.
• Exceptional written and verbal communication skills, with the ability to tailor messages for various audiences.
• Ability to handle multiple projects simultaneously in a fast-paced environment.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health, and wealth insurance products. With a strong Insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Please note that all official communications from Integrity will come from @integrity.com or Workday domains.

Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith.