Talent.com
AVP New Business, Highland Capital Brokerage
AVP New Business, Highland Capital BrokerageOsaic • Albuquerque, NM, US
AVP New Business, Highland Capital Brokerage

AVP New Business, Highland Capital Brokerage

Osaic • Albuquerque, NM, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

AVP New Business, Highland Capital Brokerage

Remote Operations Opportunity in Insurance Industry

Location(s) : All Locations / Remote

Role Type : Full time

Salary : $80,000 - $100,000 per year + Sales Incentive Compensation

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more.

Summary :

We are seeking a highly motivated and detail-oriented new business leader to oversee our life insurance case management team at Highland Capital Brokerage. This role is responsible for guiding case managers, ensuring operational efficiency, and driving a culture of collaboration and service excellence. The ideal candidate has a strong background in life insurance operations, underwriting support, and team leadership.

Education Requirements :

  • Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
  • Life & Health Insurance License

Responsibilities :

Team Leadership & Supervision

  • Lead and support a team of life insurance case managers, providing coaching and day-to-day guidance.
  • Assign cases based on workload, complexity, and team expertise.
  • Monitor team performance to ensure service standards and deadlines are consistently met.

    • Performance Monitoring & Reporting

  • Track and analyze team KPIs, including turnaround times and approval rates.
  • Deliver regular reports to senior management on efficiency, productivity, and service quality.
  • Conduct performance reviews and provide feedback to drive continuous improvement.

    • Case Management & Application Processing

  • Review and submit life insurance applications to carriers with accuracy and timeliness.
  • Ensure all required documentation is collected and complete prior to submission.
  • Track application progress and provide proactive updates to agents and clients.

    • Communication & Coordination

  • Act as a liaison between agents, underwriters, medical examiners, and clients.
  • Follow up on outstanding requirements such as medical records and financial documentation.
  • Provide clear status updates and address inquiries with professionalism and urgency.

    • Compliance & Documentation

  • Ensure all applications comply with regulatory requirements and company policies.
  • Maintain accurate and organized records of applications and correspondence.
  • Stay current on underwriting guidelines, industry regulations, and carrier requirements.

    • High-Level Underwriting Support & Escalations

  • Manage high-net-worth and large-face-amount cases requiring specialized underwriting.
  • Handle escalated cases requiring direct carrier negotiation or advanced problem-solving.
  • Collaborate with advanced underwriting teams to resolve complex issues.

    • Team Motivation & Culture Building

  • Foster a positive, collaborative, and customer-focused team environment.
  • Recognize achievements and encourage professional growth within the team.
  • Promote service excellence and a solution-oriented mindset.

    • Basic Requirements :

  • 5+ years of experience in life insurance case management, operations, or underwriting support.
  • 2+ years of leadership or team supervisory experience, preferably within a BGA or life insurance carrier.
  • Industry Knowledge : Strong understanding of life insurance products, underwriting practices, carrier requirements, and regulatory compliance.
  • Leadership & Coaching : Ability to guide, motivate, and develop a team while fostering accountability and high performance.
  • Analytical Skills : Strong ability to interpret data, monitor KPIs, and implement process improvements.
  • Problem-Solving : Skilled at resolving escalated or complex issues, including negotiating with carriers and underwriters.
  • Communication : Excellent verbal and written communication skills with the ability to explain complex information clearly to agents, clients, and team members.
  • Customer Focus : Demonstrated ability to maintain a service-first mindset while balancing operational priorities.
  • Time Management : Ability to prioritize and manage multiple cases, projects, and deadlines effectively.
  • Technical Proficiency : Comfort with case management platforms, CRM tools, and reporting systems, with the ability to adapt to new technology quickly.
    • [job_alerts.create_a_job]

    Brokerage • Albuquerque, NM, US

    [internal_linking.similar_jobs]
    Sales Development Representative-ABQ

    Sales Development Representative-ABQ

    Solar Works Energy • Albuquerque, NM, US
    [job_card.full_time]
    Sales Development Representative Roofing, Windows, Solar, HVAC.SWE / Epex is hiring confident communicators to help us expand our reach in Roofing, Windows, Solar, and HVAC.You'll be the first conta...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Vice President, Network Performance

    Vice President, Network Performance

    Teamshares • Albuquerque, NM, US
    [job_card.full_time]
    Vice President, Network Performance.Teamshares is a mission-driven startup that buys small businesses from retiring owners and transitions them into enduring, employee-owned businesses.We're lookin...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP Financial Consultant - Albuquerque, NM

    VP Financial Consultant - Albuquerque, NM

    Charles Schwab • Albuquerque, NM, US
    [job_card.full_time]
    Position Type : Regular Your opportunity I n addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Vice President, Sales

    Vice President, Sales

    Belong Health • Albuquerque, NM, US
    [job_card.full_time]
    We partner with regional payers to deliver Medicare Advantage and Special Needs Plan products.With a dual focus on data-driven, proactive clinical intervention and unwaveringly empathetic patient e...[show_more]
    [last_updated.last_updated_30] • [promoted]
    AVP, Vendor Management - REMOTE

    AVP, Vendor Management - REMOTE

    Remote Staffing • Rio Rancho, NM, US
    [filters.remote]
    [job_card.full_time]
    Provides strategy and leadership to teams responsible for enterprise-wide vendor management activities ensuring comprehensive operational efficiency, functional leadership engagement, sustainable g...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Vice President, Channel Sales & Partnerships

    Vice President, Channel Sales & Partnerships

    Synthflow AI • Albuquerque, NM, US
    [job_card.full_time]
    Vice President Of Channel Sales & Partnerships.Synthflow AI is a no-code platform for deploying voice AI agents that automate phone calls across contact center operations and business process outso...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Commercial Lines Client Advisor

    Commercial Lines Client Advisor

    Independent Insurance Agents of North Carolina • Albuquerque, NM, US
    [job_card.full_time]
    The Client Advisor is responsible for delivering the best possible service experience to both current and prospective clients. Client Advisors promote, foster, and manage both new and current client...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate, Capital Markets

    Associate, Capital Markets

    Paribus (Ramp) • Albuquerque, NM, US
    [job_card.full_time]
    We're seeking a driven Capital Markets Associate to join Ramp's growing Finance and Capital Markets team.This role offers a unique opportunity to help build and scale a best-in-class Capital Market...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate, Business Development

    Associate, Business Development

    Forterro • Albuquerque, NM, US
    [job_card.full_time]
    Associate, Business Development.In this role, you will play a key part in generating new business opportunities by conducting outbound calls, qualifying leads, and scheduling appointments for the s...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Vice President, Mortgage Lending

    Vice President, Mortgage Lending

    Sandia Laboratory Federal Credit Union • Albuquerque, NM, United States
    [job_card.full_time]
    The Vice President of Mortgage Lending oversees the functional strategy and operations of mortgage lending, from lead generation and borrower engagement through servicing and postmortem analysis.Th...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Vice President, Strategic Accounts

    Vice President, Strategic Accounts

    Outcomes4Me • Albuquerque, NM, US
    [job_card.full_time]
    Vice President, Strategic Accounts.Location : Remote (US), East Coast Preferred.Outcomes4Me is on a mission to democratize healthcare and improve outcomes by empowering every cancer patient, whomeve...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Wealth Advisor

    Senior Wealth Advisor

    HUB International • Albuquerque, NM, United States
    [job_card.full_time]
    HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth manag...[show_more]
    [last_updated.last_updated_30] • [promoted]
    AVP Financial Counseling

    AVP Financial Counseling

    Providence Health & Service • Albuquerque, NM, United States
    [job_card.full_time]
    Calling All Esteemed Financial Counseling Leaders : Drive Lasting Change in Healthcare Revenue Cycle!.Do you excel in navigating complex regulatory landscapes and driving transformational change wit...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Business Development Representative

    Business Development Representative

    Professional Case Management • Albuquerque, NM, United States
    [job_card.full_time]
    Put your talents to work at PCM!.Whether you work in our Home Care, Clinical Research, Impairments, or Catastrophic Care division, you will support our mission to deliver care and other services th...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Partnership Account Manager

    Partnership Account Manager

    Sphere Commerce • Albuquerque, NM, US
    [job_card.full_time]
    The Partnership Account Manager will support the ISV sales team by handling a range of day-to-day tasks to deliver excellent service to our customers, helping to improve processes, and resolving is...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Corporate Development Senior Associate

    Corporate Development Senior Associate

    Volaris Group • Albuquerque, NM, US
    [job_card.full_time]
    Business Development Associate.Our focus is to build a strong portfolio of businesses that are specialists in their own market. You will drive our acquisition activities of sourcing and nurturing ta...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Vice President, Global Commercial Development Disease Area Lead

    Vice President, Global Commercial Development Disease Area Lead

    Revolution Medicines • Albuquerque, NM, US
    [job_card.full_time]
    Global Oncology Marketing Leader.Revolution Medicines is a clinical-stage precision oncology company focused on developing novel targeted therapies to inhibit frontier targets in RAS-addicted cance...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Business Development Representative

    Business Development Representative

    Scale AI • Albuquerque, New Mexico, United States
    [job_card.full_time]
    Join a global community of talented professionals to shape the future of AI.Earn up to $15 USD / hr and additional rewards based on quality of submission. Outlier is committed to improving the intelli...[show_more]
    [last_updated.last_updated_1_day] • [promoted]