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About the role
Key responsibilities & impact- Tracks issue resolution trends, reporting insights, and tool metrics to drive accurate and high-quality Issue Resolution outcomes
- Identifies root causes of recurring issues and leads or partners with cross-functional teams, including Business Controls as appropriate, to implement corrective actions and prevent recurrence
- Collaborates with and influences business owners in identifying and supporting Continuous Improvement (CI) opportunities in their respective areas, translating IR root cause trends into actionable improvements
- Implements and continuously improves tools (processes and systems), reporting, and metrics to drive high-quality issue resolution; regularly communicates trends to senior and executive leadership
- Understands key operational processes across Operations business areas to effectively oversee issue resolution activities, assess issue impact and sensitivity, and provide informed guidance to the team and stakeholders
- Serves as the team’s primary escalation path, representing executive leadership in high-profile, escalated issues as a trusted and accountable point of contact across internal and external stakeholders, including top production agents and sales partners.
- Collaborates with the leadership and analytics teams to inform and advance strategy for Issue Resolution
- Develops and maintains sustainable processes, data capture methodologies, and systems to support program scalability and long-term effectiveness
- Assesses and communicates program scalability opportunities to senior leadership, providing recommendations that support the evolution of the IR function
- Designs and documents processes that deliver customer-focused solutions while mitigating risk and maintaining compliance with industry trends and regulations
- Partner with Compliance in supporting official complaint handling
- Ensures smooth transitions between involved teams by evaluating and optimizing tools and processes with third-party administrator (TPA)
- Drives continuous process improvement and cross-functional problem solving using internal metrics and analytics and industry best practices
- Manages team training and development and procedure enhancement to support timely issue resolution
- Tracks individual and overall team performance through quantitative and qualitative measurements; provides ongoing feedback, coaching, and direction to develop team capability
- Monitors daily operations; revises and enhances staffing policy, collaborates with operations leaders on capacity and demand modeling
- Performs other functions, duties and projects as assigned
Requirements
What you’ll need- Bachelor's Degree in business administration, finance, marketing, or related field
- 7+ years general business experience with experience in life, annuity, and/or disability claims
- 7+ years experience in Customer Service, Issue Resolution work, direct resolution with customer
- 3+ years people leadership experience
- Life insurance certifications (e.g., LOMA, ICA) preferred
Benefits
Comp & perks- Flexible working arrangements
- Training and development
- Employee-centric environment
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
issue resolutionroot cause analysisdata capture methodologiesprocess designmetrics reportingcontinuous improvementprogram scalabilitycomplianceproblem solvingperformance tracking
Soft Skills
collaborationinfluencingcommunicationleadershipcoachingfeedbackguidanceaccountabilitytraining developmentcross-functional teamwork
Certifications
Bachelor's DegreeLOMAICA
