Policy Solutions Manager - Whittier California

Company: VirtualVocations
Location: Whittier, California
Posted On: 01/29/2025

A company is looking for a Policy Solutions Manager responsible for managing in-force policy processes for life and annuity insurance products.



Key Responsibilities:

Oversee the administration and optimization of in-force life and annuity policies
Identify revenue growth opportunities through upselling and cross-selling strategies
Utilize advanced Excel techniques for data analysis and create dashboards for performance insights


Qualifications:

Bachelor's degree in Business Administration, Insurance, or a related field
5+ years of experience in insurance, focusing on life and annuity products
Advanced proficiency in Excel and reporting tools like PowerBI
In-depth knowledge of life, annuity, long-term care, and disability insurance product lifecycles
Experience in managing processes that enhance customer retention and drive revenue growth More...

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