Job Description
Job highlights
Identified by Google from the original job post
Qualifications
High financial accountability, authority, and/or impact to the business
REQUIRED KNOWLEDGE, SKILLS, ABILITIES, COMPETENCIES, AND/OR RELATED EXPERIENCE
or equivalent experience gained from any combination of formal education, on-the-job training, and/or work and life experience*
Required Knowledge, Skills, Abilities and/or Related Experience
5 years' experience with sales operations within a life insurance company
Proven success leadership role experience, including partnership management with other departments, as well as proficiency regarding core processes, systems and staff management
Ability to thrive in a fast-paced, challenging and collaborative sales environment
Strong organizational and time management skills, as well as the ability to work independently with minimal hands-on supervision
Commitment to continuous, ongoing improvement in the level of service provided by all sales, service and support staff within the assigned Regional Sales Office
Excellent people skills, ability to develop strong working relationships with other departments and with outside vendors
Ability to display and use excellent discretion and judgment
Strong overall focus on providing "best practices" sales, service and support to the assigned Regional Sales Office producer staff, brokers, clients and Administrative Office population
The candidate must be able to maintain confidential information
Ability to Travel: Up to 25%
Empowerment
Benefits
The expected hiring range for this position is $101,620.00 - $135,650.00 annually for work performed in the primary location (Schaumburg, IL)
This expected hiring range covers only base pay and excludes any other compensation components such as commissions or incentive awards
The successful candidate's starting base pay will be based on several factors including work location, job-related skills, experience, qualifications, and market conditions
Work location may be flexible if approved by the Company
That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing
An annual performance bonus for all team members
Generous 401(k) company match that is immediately vested
A choice of three medical plans (that include prescription drug coverage) to suit your unique needs
For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
Multiple options for dental and vision coverage
Company provided Life & Disability Insurance to ensure financial protection when you need it most
Family friendly benefits including Paid Parental Leave & Adoption Assistance
Hybrid work arrangements for eligible roles
Tuition Reimbursement and Continuing Professional Education
Paid Time Off - new hires start with at least 20 days of PTO per year in addition to nine company paid holidays
As you grow with us, your PTO may increase based on your level within the company and years of service
Volunteer days, community partnerships, and Employee Assistance Program
Ability to connect with colleagues around the country through our Employee Resource Group program
Responsibilities
The Director, Field Operations leads the service support team within National and Middle Market, developing and monitoring performance metrics, fostering employee development, and ensuring seamless service for complex clients
Collaborates with National and Middle Market teams to achieve growth, persistency, and profitability goals
Assess areas of improvement such as training needs, team assignments, process enhancements, workflows, and performance management risks
Partner with National Accounts leaders to continuously evaluate staffing and training needs and opportunities to improve overall operating efficiency
Lead and participate in strategic initiatives and projects
Manage Field operations Supervisor
Provide training and on boarding support as needed
Assist in the development of and adherence to Field Operations Standard Operating Procedures
Will ensure best practices and effective workflows within the regions are being utilized, including (but not limited to) all areas of, sales support, sold case, materials production and general office administration
Manage field operations for presale, post-sale production and team leaders, successfully meeting all required productivity, quality and operational metrics
Review reports to monitor performance metrics and supporting the team for workload balancing as needed
Provide leadership and guidance to ensure timely processing of all client issues related to pre-sale and post sale production
Communicate and provide accurate job descriptions as well as career path footprints for designated regional field operations
Engages team members in talent management and development opportunities, and builds a positive and respectful work environment
Makes personnel decisions on hiring, firing, discipline, transfer, advancement and promotion in accordance with Company policies and procedures
Models and drives company values in the departments
Provides leadership to managers, supervisors and/or professional staff
Has broad accountability for the performance and results of multiple related disciplines or departments within the same function (ex: Tax and FP&A within Finance) or a small function
Develops departmental plans, including business, production and/or organizational priorities
Controls resources and policy formation in area of responsibility
Decisions guided by resource availability and functional objectives
Job description
Job Responsibilities and Requirements
Position open to any Regional Sales Office.
The Director, Field Operations leads the service support team within National and Middle Market, developing and monitoring performance metrics, fostering employee development, and ensuring seamless service for complex clients. Collaborates with National and Middle Market teams to achieve growth, persistency, and profitability goals.
Operational:
• Assess areas of improvement such as training needs, team assignments, process enhancements, workflows, and performance management risks.
• Partner with National Accounts leaders to continuously evaluate staffing and training needs and opportunities to improve overall operating efficiency.
• Lead and participate in strategic initiatives and projects
• Manage Field operations Supervisor
• Provide training and on boarding support as needed
• Assist in the development of and adherence to Field Operations Standard Operating Procedures. Will ensure best practices and effective workflows within the regions are being utilized, including (but not limited to) all areas of, sales support, sold case, materials production and general office administration.
• Manage field operations for presale, post-sale production and team leaders, successfully meeting all required productivity, quality and operational metrics.
• Review reports to monitor performance metrics and supporting the team for workload balancing as needed.
• Provide leadership and guidance to ensure timely processing of all client issues related to pre-sale and post sale production.
• Communicate and provide accurate job descriptions as well as career path footprints for designated regional field operations.
Leadership:
• Engages team members in talent management and development opportunities, and builds a positive and respectful work environment.
• Makes personnel decisions on hiring, firing, discipline, transfer, advancement and promotion in accordance with Company policies and procedures.
• Models and drives company values in the departments.
CAREER LEVEL
Career Level: Management, M3
• Provides leadership to managers, supervisors and/or professional staff
• Has broad accountability for the performance and results of multiple related disciplines or departments within the same function (ex: Tax and FP&A within Finance) or a small function
• Develops departmental plans, including business, production and/or organizational priorities
• Controls resources and policy formation in area of responsibility
• Decisions guided by resource availability and functional objectives
• High financial accountability, authority, and/or impact to the business
REQUIRED KNOWLEDGE, SKILLS, ABILITIES, COMPETENCIES, AND/OR RELATED EXPERIENCE
• or equivalent experience gained from any combination of formal education, on-the-job training, and/or work and life experience*
Required Knowledge, Skills, Abilities and/or Related Experience
• Bachelor's degree in related field preferred
• 5 years' experience with sales operations within a life insurance company.
• Proven success leadership role experience, including partnership management with other departments, as well as proficiency regarding core processes, systems and staff management.
• Life and Health licenses for assigned states preferred.
• Ability to thrive in a fast-paced, challenging and collaborative sales environment
• Strong organizational and time management skills, as well as the ability to work independently with minimal hands-on supervision.
• Commitment to continuous, ongoing improvement in the level of service provided by all sales, service and support staff within the assigned Regional Sales Office
• Excellent people skills, ability to develop strong working relationships with other departments and with outside vendors
• Ability to display and use excellent discretion and judgment.
• Strong overall focus on providing "best practices" sales, service and support to the assigned Regional Sales Office producer staff, brokers, clients and Administrative Office population.
• The candidate must be able to maintain confidential information
Ability to Travel: Up to 25%
The expected hiring range for this position is $101,620.00 - $135,650.00 annually for work performed in the primary location (Schaumburg, IL). This expected hiring range covers only base pay and excludes any other compensation components such as commissions or incentive awards. The successful candidate's starting base pay will be based on several factors including work location, job-related skills, experience, qualifications, and market conditions. These ranges may be modified in the future.
Work location may be flexible if approved by the Company.
What We Offer
At Reliance Matrix, we believe that fostering an inclusive culture allows us to realize more of our potential. And we can't do this without our most important asset-you.
That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.
Our Benefits:
• An annual performance bonus for all team members
• Generous 401(k) company match that is immediately vested
• A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
• Multiple options for dental and vision coverage
• Company provided Life & Disability Insurance to ensure financial protection when you need it most
• Family friendly benefits including Paid Parental Leave & Adoption Assistance
• Hybrid work arrangements for eligible roles
• Tuition Reimbursement and Continuing Professional Education
• Paid Time Off - new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. As you grow with us, your PTO may increase based on your level within the company and years of service.
• Volunteer days, community partnerships, and Employee Assistance Program
• Ability to connect with colleagues around the country through our Employee Resource Group program
Our Values:
• Integrity
• Empowerment
• Compassion
• Collaboration
• Fun
EEO Statement
Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications.
#LI-Hybrid #LI-MR2
Identified by Google from the original job post
Qualifications
High financial accountability, authority, and/or impact to the business
REQUIRED KNOWLEDGE, SKILLS, ABILITIES, COMPETENCIES, AND/OR RELATED EXPERIENCE
or equivalent experience gained from any combination of formal education, on-the-job training, and/or work and life experience*
Required Knowledge, Skills, Abilities and/or Related Experience
5 years' experience with sales operations within a life insurance company
Proven success leadership role experience, including partnership management with other departments, as well as proficiency regarding core processes, systems and staff management
Ability to thrive in a fast-paced, challenging and collaborative sales environment
Strong organizational and time management skills, as well as the ability to work independently with minimal hands-on supervision
Commitment to continuous, ongoing improvement in the level of service provided by all sales, service and support staff within the assigned Regional Sales Office
Excellent people skills, ability to develop strong working relationships with other departments and with outside vendors
Ability to display and use excellent discretion and judgment
Strong overall focus on providing "best practices" sales, service and support to the assigned Regional Sales Office producer staff, brokers, clients and Administrative Office population
The candidate must be able to maintain confidential information
Ability to Travel: Up to 25%
Empowerment
Benefits
The expected hiring range for this position is $101,620.00 - $135,650.00 annually for work performed in the primary location (Schaumburg, IL)
This expected hiring range covers only base pay and excludes any other compensation components such as commissions or incentive awards
The successful candidate's starting base pay will be based on several factors including work location, job-related skills, experience, qualifications, and market conditions
Work location may be flexible if approved by the Company
That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing
An annual performance bonus for all team members
Generous 401(k) company match that is immediately vested
A choice of three medical plans (that include prescription drug coverage) to suit your unique needs
For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
Multiple options for dental and vision coverage
Company provided Life & Disability Insurance to ensure financial protection when you need it most
Family friendly benefits including Paid Parental Leave & Adoption Assistance
Hybrid work arrangements for eligible roles
Tuition Reimbursement and Continuing Professional Education
Paid Time Off - new hires start with at least 20 days of PTO per year in addition to nine company paid holidays
As you grow with us, your PTO may increase based on your level within the company and years of service
Volunteer days, community partnerships, and Employee Assistance Program
Ability to connect with colleagues around the country through our Employee Resource Group program
Responsibilities
The Director, Field Operations leads the service support team within National and Middle Market, developing and monitoring performance metrics, fostering employee development, and ensuring seamless service for complex clients
Collaborates with National and Middle Market teams to achieve growth, persistency, and profitability goals
Assess areas of improvement such as training needs, team assignments, process enhancements, workflows, and performance management risks
Partner with National Accounts leaders to continuously evaluate staffing and training needs and opportunities to improve overall operating efficiency
Lead and participate in strategic initiatives and projects
Manage Field operations Supervisor
Provide training and on boarding support as needed
Assist in the development of and adherence to Field Operations Standard Operating Procedures
Will ensure best practices and effective workflows within the regions are being utilized, including (but not limited to) all areas of, sales support, sold case, materials production and general office administration
Manage field operations for presale, post-sale production and team leaders, successfully meeting all required productivity, quality and operational metrics
Review reports to monitor performance metrics and supporting the team for workload balancing as needed
Provide leadership and guidance to ensure timely processing of all client issues related to pre-sale and post sale production
Communicate and provide accurate job descriptions as well as career path footprints for designated regional field operations
Engages team members in talent management and development opportunities, and builds a positive and respectful work environment
Makes personnel decisions on hiring, firing, discipline, transfer, advancement and promotion in accordance with Company policies and procedures
Models and drives company values in the departments
Provides leadership to managers, supervisors and/or professional staff
Has broad accountability for the performance and results of multiple related disciplines or departments within the same function (ex: Tax and FP&A within Finance) or a small function
Develops departmental plans, including business, production and/or organizational priorities
Controls resources and policy formation in area of responsibility
Decisions guided by resource availability and functional objectives
Job description
Job Responsibilities and Requirements
Position open to any Regional Sales Office.
The Director, Field Operations leads the service support team within National and Middle Market, developing and monitoring performance metrics, fostering employee development, and ensuring seamless service for complex clients. Collaborates with National and Middle Market teams to achieve growth, persistency, and profitability goals.
Operational:
• Assess areas of improvement such as training needs, team assignments, process enhancements, workflows, and performance management risks.
• Partner with National Accounts leaders to continuously evaluate staffing and training needs and opportunities to improve overall operating efficiency.
• Lead and participate in strategic initiatives and projects
• Manage Field operations Supervisor
• Provide training and on boarding support as needed
• Assist in the development of and adherence to Field Operations Standard Operating Procedures. Will ensure best practices and effective workflows within the regions are being utilized, including (but not limited to) all areas of, sales support, sold case, materials production and general office administration.
• Manage field operations for presale, post-sale production and team leaders, successfully meeting all required productivity, quality and operational metrics.
• Review reports to monitor performance metrics and supporting the team for workload balancing as needed.
• Provide leadership and guidance to ensure timely processing of all client issues related to pre-sale and post sale production.
• Communicate and provide accurate job descriptions as well as career path footprints for designated regional field operations.
Leadership:
• Engages team members in talent management and development opportunities, and builds a positive and respectful work environment.
• Makes personnel decisions on hiring, firing, discipline, transfer, advancement and promotion in accordance with Company policies and procedures.
• Models and drives company values in the departments.
CAREER LEVEL
Career Level: Management, M3
• Provides leadership to managers, supervisors and/or professional staff
• Has broad accountability for the performance and results of multiple related disciplines or departments within the same function (ex: Tax and FP&A within Finance) or a small function
• Develops departmental plans, including business, production and/or organizational priorities
• Controls resources and policy formation in area of responsibility
• Decisions guided by resource availability and functional objectives
• High financial accountability, authority, and/or impact to the business
REQUIRED KNOWLEDGE, SKILLS, ABILITIES, COMPETENCIES, AND/OR RELATED EXPERIENCE
• or equivalent experience gained from any combination of formal education, on-the-job training, and/or work and life experience*
Required Knowledge, Skills, Abilities and/or Related Experience
• Bachelor's degree in related field preferred
• 5 years' experience with sales operations within a life insurance company.
• Proven success leadership role experience, including partnership management with other departments, as well as proficiency regarding core processes, systems and staff management.
• Life and Health licenses for assigned states preferred.
• Ability to thrive in a fast-paced, challenging and collaborative sales environment
• Strong organizational and time management skills, as well as the ability to work independently with minimal hands-on supervision.
• Commitment to continuous, ongoing improvement in the level of service provided by all sales, service and support staff within the assigned Regional Sales Office
• Excellent people skills, ability to develop strong working relationships with other departments and with outside vendors
• Ability to display and use excellent discretion and judgment.
• Strong overall focus on providing "best practices" sales, service and support to the assigned Regional Sales Office producer staff, brokers, clients and Administrative Office population.
• The candidate must be able to maintain confidential information
Ability to Travel: Up to 25%
The expected hiring range for this position is $101,620.00 - $135,650.00 annually for work performed in the primary location (Schaumburg, IL). This expected hiring range covers only base pay and excludes any other compensation components such as commissions or incentive awards. The successful candidate's starting base pay will be based on several factors including work location, job-related skills, experience, qualifications, and market conditions. These ranges may be modified in the future.
Work location may be flexible if approved by the Company.
What We Offer
At Reliance Matrix, we believe that fostering an inclusive culture allows us to realize more of our potential. And we can't do this without our most important asset-you.
That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.
Our Benefits:
• An annual performance bonus for all team members
• Generous 401(k) company match that is immediately vested
• A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
• Multiple options for dental and vision coverage
• Company provided Life & Disability Insurance to ensure financial protection when you need it most
• Family friendly benefits including Paid Parental Leave & Adoption Assistance
• Hybrid work arrangements for eligible roles
• Tuition Reimbursement and Continuing Professional Education
• Paid Time Off - new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. As you grow with us, your PTO may increase based on your level within the company and years of service.
• Volunteer days, community partnerships, and Employee Assistance Program
• Ability to connect with colleagues around the country through our Employee Resource Group program
Our Values:
• Integrity
• Empowerment
• Compassion
• Collaboration
• Fun
EEO Statement
Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications.
#LI-Hybrid #LI-MR2
💡 Quick Summary
Seeking a career-building opportunity? The Director - Field Operations position is now open for candidates interested in the Operations Executive Jobs sector. This role in Houston offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Operations Executive Jobs is a plus.
