Manager, New Business

Position is located in Montpelier, Vermont, or Addison, Texas, with a relocation package offered.

Please note that we do not offer visa sponsorship for this position.

Role Summary

We are seeking a dynamic, experienced, and passionate leader to join our Life New Business leadership team. This leadership position is responsible for leading and developing the Case Managers while driving strong operational performance and delivering exceptional service to our customers and distribution partners, responsible for individual business within Annuity Life New Business.

The Manager, New Business oversees production across multiple locations/sites, ensuring efficient, compliant, and high-quality service delivery. The ideal candidate is a collaborative leader with strong operational expertise, financial acumen, comfortable navigating complexity, using data to make informed decisions, coaching skills, and a passion for continuous improvement and exceptional customer service.

This position currently offers an onsite work schedule, with the expectation that you will be in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.

Essential Duties and Responsibilities

• Lead, mentor, and develop Case Managers across multiple site locations.

• Develop and implement team goals aligned with departmental and organizational objectives.

• Develop a deep understanding of how the business works and flows through the NLG ecosystem.

• Provide coaching, feedback, and development opportunities with a forward focused approach—building for the long-term success of the team and Company.

• Foster a culture aligned with National Life values.

• Oversee production activities while maintaining high quality customer service, quality, and compliance standards.

• Optimize workflows and implement process improvements.

• Monitor productivity and quality through audits and reporting.

• Partner with internal stakeholders to resolve complex issues.

• Collaborate with underwriting leadership on business needs, issue resolution, and opportunities for improved process and outcomes.

• Build and maintain effective working relationships with field leadership to understand business needs, communicate priorities, and support service delivery.

• Provide production updates and strategic insights to leadership.

• Respond to escalated customer and agent inquiries.

• Lead and participate in cross-functional projects and initiatives that support strategic objectives, operational improvements, and business priorities.

• All other duties as assigned.

• Provide timely coaching, feedback and development opportunities.

Minimum Qualifications

• Bachelor's degree in Business, Operations Management, or related field.

• Minimum 3 years of leadership experience.

• 3+ years of experience in Life, Annuity Operations, Financial Services, or related fields.

• Strong leadership, change management, financial acumen, analytical, organizational, and communication skills.

• Ability to drive continuous improvement.

• Ability to pass a background check.

Preferred Qualifications

• Experience leading multi-site operations.

• Experience implementing operational improvements.

• Advanced knowledge of annuity life new business operations.

• Experience using operational data, performance metrics, and business insights to identify trends and drive improvements.

AI Proficiency Expectations:

At National Life Group, we view AI as an enabler of human potential. We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship-driven business where our people are our greatest strength.

All applicants are expected to:

• Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work.

• Stay curious and open to new AI-enabled ways of working.

• Exercise sound judgment by reviewing and validating AI-generated content.

• Maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life's AI guiding principles.

• Use AI responsibly and in accordance with company policies related to confidentiality, data privacy, security, compliance, retention, and intellectual property.

• Additional Expectations for AI-Forward Roles

Core Competencies

Cultivates Innovation - Fosters innovation by taking calculated risks; Work cooperatively with others to produce innovative solutions.

Ensures Accountability - Holds self and others accountable to meet commitments and performance goals.

Directs Work - Provides direction, delegates, and removes obstacles to get work done.

Demonstrates Emotional Intelligence - Exhibits the ability to recognize, understand, and manage emotions and how emotions can influence others; Uses a combination of feedback and reflection to gain productive insight into personal strengths and opportunities.

Exhibits Critical and Creative Thinking - Engaging thinking skills that focus on logic and reasoning to make decisions (critical) and innovative solutions to solve problems (creative).

Leads Change - Facilitates change and transition at the individual and team level; Develops strategic goals for aligning with change.

Develops Talent - Builds team(s) equipped for the future by applying coaching techniques for developing team members to meet their professional/personal goals and the organizational goals; Listens and responds with empathy; Asks thought provoking questions.

Inspires Others - Motivates and influences others by creating an environment where teams can do their best work; Partners across the organization to achieve results.

Benefits

• Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!