Job Summary
This position is responsible for managing outsourced operational support services for life and annuity business sectors, acting as a crucial intermediary between the organization and its vendors. The role demands attention to detail in overseeing service quality and compliance with relevant regulations.
Responsibilities
- Monitor and evaluate vendor performance to ensure optimal service levels.
- Ensure adherence to regulatory standards in all operational processes.
- Implement strategies for process enhancements to improve overall service delivery.
Qualifications
- Bachelor’s degree in a relevant field.
- A minimum of 5 years of experience in financial services operations, with a focus on life insurance and annuity products.
- Possession of active FINRA Series 6 and 26 or Series 7 and 24 registrations at the time of hire.
