AVP, ORM, Onboarding

Role Overview

• Lead the team representing F&G Operations to external distribution partners, vendors, and insurance industry organizations.
• Ensure Operations messaging is consistent and aligned with enterprise strategies across distributor presentations, external communications and partner interactions.
• Lead the Relationship Management team in effectively supporting the expanding F&G multi-channel distribution footprint
• Contribute to the annual development of and adherence to the departmental budget
• Develop and maintain strong strategic relationships both internally at F&G as well as externally within the insurance industry.
• Enhance relationships with key service providers and vendors, customers, financial advisors, wholesaling staff and distributor contacts.
• Provide proactive and regular communication of changes to policies and procedures, project initiatives, and performance metrics.
• Drive operational processing improvements based on analysis of business trends from the team and feedback from sales and distributors.
• Understand the operational needs of key distributors and champion their needs in project prioritization discussions.
• Work with Retail Operations and Sales Support team to fully resolve both pre-sale and post-sale escalated service issues efficiently, perform root cause analysis, communicate resolution on issues and take actions toward service recovery.
• Provide guidance/mentoring where appropriate to key service providers, vendors, and other service organization employees regarding successful operational relationship management, problem resolution, and service excellence.
• Accountable to drive positive impact toward low effort, high satisfaction service for our customers
• Develops and drives Operations Relationship Management strategy in alignment F&G strategic priorities.
• Provides sound consultative guidance to projects and programs aimed at reducing agent/customer effort and ensuring awareness around process impact.

Requirements

• Bachelor's or degree or equivalent work experience preferred
• 10+ years of experience in financial services, life insurance, annuities, or retirement plans.
• 4+ years in a management or leadership role with direct reports.
• Experience working with distribution partners, onboarding processes, or operational relationship management strongly preferred.

Benefits

• Flexible working arrangements
• Reasonable accommodations for applicants with disabilities