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Protective Life

Life insurance, retirement planning, practice management

Director Retirement Claims Case Management

InsuranceConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A bachelor's degree or equivalent leadership experience is required.
  • At least 5 years of experience in a customer service environment is required.
  • Proven interpersonal, communication, and organizational skills are required.
  • The candidate must be able to solve problems and analyze data.
  • The candidate must be able to understand technical concepts and adapt to new systems and applications.

Responsibilities

  • Provide leadership to the Annuity Claims and Executive Benefits Claims teams to ensure effective service delivery throughout the claims payout process.
  • Set strategy and manage day-to-day operations of the Retirement Claims department in a processing and money/fund management environment, ensuring service levels and quality standards are met.
  • Establish team goals aligned with departmental goals and strategy; review deliverables against established goals and standards; oversee production and quality standards; resolve problems; and establish escalation processes.
  • Improve team productivity through employee development, use key performance indicators, and provide analytics on capacity and quality.
  • Manage employee performance to meet service level agreement and quality standards; drive employee engagement; provide feedback and coaching; define roles and responsibilities; assign work; manage employee development; and identify training needs.
  • Plan, organize, and assign workflow; coordinate processes across the functional area; drive departmental process improvement; facilitate cross-departmental and cross-functional training; lead continuous improvement initiatives; and participate in projects that impact the department.
  • Build relationships with other functional areas and organizational leaders, coordinate work internally and externally, act as a liaison for internal and external relationships and cross-functional teams, and oversee offshore relationships and strategy.
  • Conduct team and individual meetings; communicate with peers and support personnel; translate business goals into aligned departmental direction; solicit and share process-improvement information; and implement communication plans.
  • Develop and implement strategy supporting future-year growth, including planning initiatives through execution and understanding financial inputs and impacts across Retirement Claims.
  • Be accountable for unit cost performance and sustained year-over-year improvement; participate in FinOps meetings to assess results and adjust plans.
  • Spend time primarily on people management, development, and team execution, while also aligning plans with strategy, executing team strategy, and representing the function on industry trends and required capabilities.
  • Travel periodically to industry events, partner visits, engagement activities, and business planning sessions.

Desired Qualifications

  • Experience focused on Annuity products or partners is preferred.
  • Previous work experience in an Annuity/Retirement or other Claims leadership position is preferred.

About the Company

Protective Life

Life insurance, retirement planning, practice management

Protective Life offers life insurance, retirement planning, and practice management tools to help individuals protect assets and plan for the future. Its products work through multiple channels: life insurance policies for individuals, retirement guides and planning services, and subscription-based practice management software used by financial advisors and insurance agents. The company distributes policies and services via B2B partnerships with advisors and directly to consumers online. It differentiates itself with strong customer service and educational resources, plus training and support for financial professionals to help them serve clients effectively. The goal is to help clients achieve financial security and peace of mind by combining protection, planning, and professional support.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Homewood, AL
Founded
1842

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