Operations

• Actively involved in the overall day-to-day operational responsibilities of tracking, reporting, updating, and case management systems;
• Liaison with other groups and our wealth advisory teams to ensure an exceptional client-advisor experience.
• Coordinate communications and administrative workflows with external insurance service providers to deliver solutions for clients.
• Support the ongoing operational initiatives of the Insurance Solutions team, collaborating, de-conflicting, and coordinating with other departments as necessary.
• Manage insurance-related processes, output, and deliverables that drive an exceptional client-advisor experience
• Design, develop and maintain operational procedures that are scalable and assure the department’s performance standards
• Updating procedures, assuring accuracy, and conveying procedural changes to team members
• Building and fostering effective working relationships with internal and external business partners
• Working independently and with a team, prioritizing and managing several projects, and succeeding in a fast-paced environment
• Spearheading, recommending, and developing procedures that guide the firm in maintaining and improving its competitive position and profitability.
• Help onboard new hires
• Other duties as needed

Insurance Operations Manager – UHNW

Regional Operations Director