Senior Brokerage Manager, Life Insurance

Korn Ferry; Washington (District of Columbia); Remote; USD 120,000 - 220,000; Full time

Benefits offered by this job

Equity in the company

Flexible PTO

10 paid holidays

Employer-Sponsored medical insurance

Employer-Sponsored dental insurance

Employer-Sponsored vision insurance

STD and life insurance

401K

Supplemental insurance

Job summary

An innovative firm is on the lookout for a Senior Brokerage Manager to lead life insurance distribution through technology. This role offers the chance to work remotely from anywhere in the U.S. and provides equity in a growing company. You will leverage your extensive network and experience to drive business growth while collaborating with a dedicated team. If you're passionate about transforming the life insurance industry and eager to make a significant impact, this position is designed for you. Join a dynamic environment where your contributions will help shape the future of life insurance distribution software and products!

Qualifications

• 5+ years as a Brokerage Manager with a strong network in life insurance.
• Ability to generate $1 million+ in annual life insurance premium.

Responsibilities

• Manage life insurance brokerage operations and advisor relationships.
• Assist with tax compliance and audits for multi-state operations.

Skills

Life Insurance Brokerage Management

Network Building

Communication Skills

Life Insurance Case Design Understanding

Pressure Management

Tools

Winflex

Ensight

Job description

Senior Brokerage Manager, Life Insurance

This range is provided by Korn Ferry. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$120,000.00/yr - $220,000.00/yr

We are seeking an experienced Brokerage Manager with a strong network who is excited to advance their advisors’ practice through technology and an exceptional brokerage team. This role is 100% remote and can be based anywhere in the U.S. Equity in this growing firm is included.

Key responsibilities

• 5+ years of experience as a Life Insurance Brokerage Manager at a general agency and familiar with multiple carriers. Prior experience at a carrier is fine, but your most recent experience needs to be as a Brokerage Manager with an agency.
• An existing network of life insurance and financial advisors who view you as their "go to" person.
• Consistently generating a minimum of $1 million in annual life insurance premium.
• A strong understanding of life insurance case design. You don't need to be an underwriter, but you do need to understand life insurance products and what underwriters are looking for.
• A sense of urgency and the ability to perform well under pressure.
• Amazing communication skills and is able to speak with confidence.
• The ability to truly listen to their advisors and then share that feedback to help the company improve its product offerings.
• A burning desire to change the life insurance industry. This is a tech company, after all, and we need team members who want to play a part in building the best life insurance distribution software/products on the market.
• Experience with Winflex and/or Ensight.
• Build strong relationships and work cross-functionally with other finance functions to ensure a smooth and timely monthly close.
• Assist with multi-state sales & use tax and property tax compliance and audits.
• Monitor or prepare other tax-related filings which include, but are not limited to: business licenses, annual reports, and business registrations.
• Assist with analyzing tax implications of potential business decisions.
• Assist with cash defense planning such as coordination and planning of R&D Tax Credit Study.
• Participate in other projects as required.
• Support and consult on M&A due diligence and new entity formation, develop efficient structuring for transactions.

What's in it for you...

• Equity - you'll have skin in the game and the opportunity to earn true wealth over the long term with equity in the company.
• Flexible PTO as well as 10 paid holidays.
• Employer-Sponsored medical, dental, and vision insurance for employees and dependents.
• STD and life insurance ($100,000) included.
• 401K and supplemental insurance available.
• The opportunity to make a difference and help bring about positive change within the life insurance industry!

If you are an experienced Brokerage Manager looking to make an impact while having equity in what you're building, then we hope to hear from you!

SE#510711518

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Business Development

Industries

Financial Services and Technology, Information and Media