Business Operations Manager - Financial Products Company

Confidential Company  •  Annandale, VA

5 - 7 years experience  •  Accounting, Finance & Insurance

$140K - $200K
Posted on 06/28/18 by Mason Ingling
Confidential Company
Annandale, VA
5 - 7 years experience
Accounting, Finance & Insurance
$140K - $200K
Posted on 06/28/18 Mason Ingling

Direct functions and activities of Operations, Compliance, HR, and Finance staff to supportUnderwriters, Field Leadership, Planners, Brokers, Claims, and related staff working on Disability, Accidental Death, Bodily Injury and similar risk coverage products.

 

Accountabilities:

 

*** Implement local and national initiatives to improve efficiency.

 

*** Manage service levels.

 

*** Troubleshoot and resolve identified operational issues.

 

*** Manage compliance orientation training.

 

*** Maintain and verify accuracy of compliance records, including SEC mandated books, disciplinary records, and sales materials.

 

*** Review incoming and outgoing client and prospect correspondence to resolve non-compliance issues and ensure review and signoff on customer order tickets and business blotters.

 

*** Conduct preliminary reviews of representative advertisements and sales literature.

 

*** Directly supervise 1 to 3 operations employees, assuming responsibility for their overall direction, coordination, and evaluation.

 

*** Support interviewing, hiring and training employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints; and resolving problems.

 

Opportunity comes with an industry competitive pay, medical, dental & vision benefits, employee assistance programs, tuition reimbursement, generous paid time off, 401(k) plan with company match, equity options, and more!

 

Education Requirements: Bachelor DegreeMinimum Experience Requirements: 5-10 yearsJob City Location: AnnandaleJob State Location: VAJob Country Location: USA

DISCLAIMER: We will make every effort to consider applications for all available positions and shall use one or more of the contact methods and addresses indicated in resume or online application. Indicated location may be proximate or may be desirable point of embarkation for paid or unpaid relocation to another venue. Job descriptions may fit single or multiple presently available or anticipated positions and are NOT an offer of employment or contract implied or otherwise. Described compensation is not definite nor precise and may be estimated and approximate and is negotiable depending on market conditions and candidate availability and other factors and is solely at the discretion of employers. Linguistics used herein may use First Person Singular and First Person Plural grammatical person construction for and with the meaning of Third Person Singular and Third Person Plural references. We reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Response to a specific posting or advertisement may result in consideration for other opportunities and not necessarily the incentive or basis of the response. Nothing herein is or may be considered a promise, guarantee, offer, pledge, agreement, contract, or oath.

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