Product Development: Collaborate with insurance carriers to develop and refine insurance products that precisely meet customer needs.
Digital Strategy: Significantly enhance the digital footprint by integrating insurance offerings into the Company web platform and maintaining a consistent presence across all relevant digital platforms.
Marketing Initiatives: Design and execute promotional campaigns to boost customer engagement and increase product awareness.
Partnership Development: Forge and strengthen strategic partnerships with nonprofit organizations, enhancing product visibility and reinforcing our corporate reputation.
Market Analysis: Conduct regular visits to distribution areas to gather insights on customer preferences and represent our company at key industry events and fairs.
Leadership and Integrity: Promote the company's mission and values, ensuring all operations adhere to the highest standards of ethics and integrity.
Team Management: Directly lead and provide career development opportunities for team members and insurance company executives within distribution channels.
Operational Oversight: Manage all aspects of job-related activities including premium collections, billing, claims monitoring, and ensuring regulatory compliance.
Strategic Financial Planning: Develop strategic plans based on in-depth market research, focus groups, and financial analysis to guide financial outcomes.
Product and Process Innovation: Utilize stakeholder feedback to improve insurance products and streamline processes.
Problem Solving: Address business and operational challenges proactively, including system enhancements and compliance with new regulations.
New Product Development: Drive the creation of innovative insurance products by analyzing market trends and customer needs, securing cross-functional support, and negotiating with potential partners.
Qualifications
Education: Bachelor’s degree in Business Administration, Marketing, or a related field; Master’s degree preferred.
Experience: At least 5-8 years of related experience, preferably in banking and/or insurance product distribution, with a minimum of 3-5 years in a supervisory capacity.
Skills:
Comprehensive knowledge of the insurance industry’s regulatory environment and product spectrum.
Actuarial techniques to model and predict life and health insurance risks, helping to set competitive but financially sustainable premium rates.
Comprehensive knowledge in determine coverage terms and premium costs based on risk assessment, utilizing a balanced approach between competitive pricing and financial risk management.
Demonstrated leadership ability with a track record of motivating and managing diverse teams.
Strong analytical skills to evaluate market trends and performance metrics.
Strategic and problem-solving mindset, capable of effective operational management and product development.
Excellent bilingual communication skills in English and Spanish.
High proficiency in Microsoft Office Suite, especially Excel, Word, and PowerPoint.