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Brokers International New Business Manager in Urbandale, Iowa

We are looking for a New Business Manager responsible for the two new business teams at Brokers International: Annuities and Life. This role will have 8 to 12 direct reports who are responsible for case management. Case management includes working directly with insurance carriers, our wholesalers and downline agents as well as other departments at BI.

Brokers International and our subsidiary organizations, Brokers Financial and Brokers International Mountain States work to empower financial professionals across the country with innovative solutions, support, technology, and marketing assistance so they can help more Americans effectively prepare for retirement. By joining our team, you’ll have the opportunity to work for one of the country’s largest and most experienced insurance marketing organizations, enabling you to positively impact thousands of financial professionals and their businesses.

In this role you will:

  • Manages day to day functions of the team including scheduling, regular meetings with team members, workload assignments and ensuring quality and time standards are within Service Level Agreements (SLA’s). Will set clear expectations for team members and provide coaching as needed.

  • Understand current team goals and lead the process of amending or creating new goals that move the teams forward. Responsible for timely communication of weekly and monthly results to internal partners and team to ensure all impacted parties are aware of trends, progress against. Create reporting that tells the new business story in a way that is automated and/or sustainable and allows partners to understand success and opportunities on the teams.

  • Create a culture of continuous improvement so team members are engaged in changes that simplify our work and improve the customer and employee experience. Lead project improvement efforts that can be handled within the team and champion efforts that require technical or vendor support.

  • Ensure training and onboarding plans are in place for new and existing employees including the onboarding checklist and ensuring appropriate materials and documentation is current and available. Track progress of new employees, ensure they’re getting feedback and coaching and find ways to simplify the training experience.

  • Create strong partnerships with BI Sales VP’s and other internal customers, build relationships with external partners including agencies and downline agents as well as carriers.

Desired Qualifications:

  • Must have a minimum of 3 years of leadership experience or demonstrate leadership within prior individual contributor roles. Requires a strong understanding of the financial services industry including Life Insurance and Annuities.

  • Bachelor's degree (B. A. or B. S.) from four-year College or university; and 5 years progressive experience or a mixture of both.

Employee Benefits

Brokers International offers a comprehensive benefits package including PTO, paid holidays, medical, dental, retirement plan, Employee Ownership Program, employer paid short term disability, and more. We believe in a flexible work environment and have a hybrid work model for most positions. We also reward our employees’ hard work with profitability bonuses, a casual dress code, adjustable sit / stand desks, and free snacks, fruit and coffee. As an added bonus, we close every Friday at 3 p.m.

Our Culture

At Brokers International, our thriving, positive workplace culture helps drive our workforce and encourages overall employee wellbeing. We strive for an environment of inclusion while celebrating the individual creative differences embodied by all of our employees. If you want to be part of an innovative team dedicated to helping financial professionals build stronger businesses through tailored product sales, marketing, compliance and operational support, look no further.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products with a data and technology focus. We are an omnichannel insurtech company innovating insurance with a singular purpose: to help people protect their life, health and wealth so they can make the most of what life brings. Headquartered in Dallas, Texas, Integrity is committed to making insurance simpler and more human, so everyone can plan for the good days ahead. Integrity’s 5,500 employees currently support over 420,000 independent agents who serve the needs of more than 2.2 million clients annually. For more information, visit www.integritymarketing.com.

To find out more about our benefits, Core Values, and culture, please click on the following link.

Please apply at: https://www.biltd.com/careers/

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