Zinnia - Senior Director - Post Issue

What You'll Do:

Leadership and Strategy:

- Develop and execute strategic plans for the Post Issue function, aligning with organizational goals.

- Provide leadership to a team of managers and staff, fostering a culture of accountability, collaboration, and continuous improvement.

Operational Oversight:

- Oversee all post-issue processes, including policy changes, withdrawals, corrections, and other client service activities.

- Ensure operational excellence by monitoring performance metrics, identifying inefficiencies, and implementing process improvements.

Compliance and Risk Management:

- Ensure compliance with all regulatory requirements and company policies.

- Mitigate risks through robust controls and proactive issue resolution.

Customer Focus:

- Drive initiatives to improve customer satisfaction and resolve escalations effectively.

- Partner with cross-functional teams to address client needs and enhance service delivery.

Technology and Innovation:

- Collaborate with technology teams to implement tools and automation that streamline workflows and reduce manual effort.

- Stay updated on industry trends and innovations to keep processes competitive and efficient.

Team Development:

- Mentor and develop team members, ensuring they have the skills and resources needed for success.

- Promote a high-performance culture and provide regular feedback and career growth opportunities.

What You'll Need:

- Bachelor's degree in business, Operations Management, or a related field (Master's preferred).

- 14+ years of experience in operations or client servicing roles, with at least 5 years in a senior leadership capacity.

- Deep knowledge of post-issue processes in the life and annuities or financial services industry.

- Strong understanding of compliance, regulatory requirements, and risk management.

- Proven ability to lead teams, drive process improvements, and deliver results in a fast-paced environment.

- Exceptional communication, stakeholder management, and problem-solving skills.

- Proficiency in leveraging technology and data analytics for operational efficiency