New Business Operations Lead

Company Summary

Come join one of America’s fastest growing insurance companies with a stable history of 175 years. At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: Do Good. Be Good. Make Good.

Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.

We invite you to explore what we have to offer and to join our cause.

Role Summary

The Operations Lead ensures smooth daily operations by guiding the team with expert knowledge of systems, best practices, and products. They collaborate with stakeholders to implement workflow plans, manage escalations, and coach team members to improve efficiency and work quality. The role focuses on identifying and resolving process gaps, driving consistency, and ensuring a positive customer experience. Additionally, the Operations Lead builds strong relationships with agencies through engagement and education to enhance collaboration and service improvements.

Essential Duties and Responsibilities

Maintains foundational knowledge and understanding of daily processing practices (e.g. business systems, best practices, product, etc.) to provide guidance and support to the team.  Partners with internal stakeholders (e.g. workflow coordinators, managers) to understand and implement the workflow plan and help the team reach service level commitments.

Resolves complex and/or time-consuming escalation (or business exceptions), coaching team members where appropriate, to improve the overall quality of work and gain efficiencies. Utilizes internal/external relationships to resolve escalations and keeps stakeholders informed, when necessary.

Identifies gaps in internal processes (e.g. initial review, middle processing etc.), partners with internal stakeholders (e.g. subject matters experts, technical writers and leaders) implements, and communicates changes to drive consistency and a positive customer experience across the organization. 

Cultivates and Optimizes relationships with assigned agencies through proactive engagement and educational outreach. Serve as a trusted advisor, providing insights and support to enhance collaboration and identify business priorities and opportunities for service and process enhancements.

Minimum Qualifications

• High School Diploma (or equivalent) and 3-5 years of work experience working in Life Insurance.
• Strong ability to build networks
• Has situational adaptability
• Instills trust
• Manages Complexity

Preferred Qualifications

• Bachelor’s Degree in related field
• LOMA Designations
• Willing to travel, up to 10% of time

The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.

Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.  National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.   

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. 

National Life Group

1 National Life Dr

Montpelier, VT 05604

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