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New

Operations Manager

Alliant Insurance Services
125,000 USD-175,000 USD
life insurance
United States, California, Walnut Creek
Aug 15, 2025

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.


More information is available on the company's website at: www.alliant.com.

JOB SUMMARY



Responsible for leading the operational activities for the Alliant Americas Life Insurance Group, including sales support, new business and enrollment services, individual underwriting, fulfillment, licensing and appointment coordination, and relationship management.



ESSENTIAL DUTIES AND RESPONSIBILITIES



* Directs and oversees the day-to-day sales support functions including partnering with other operations staff and management to establish performance goals and objectives;


* Develops and implements consistent organization wide policies, workflows and procedures including corresponding measurement tools with an emphasis on workload re-balancing and best practices;


* Works with Unit Managers to ensure that employees are motivated, rewarded and retained through effective recruiting practices, timely completion of performance reviews and utilization of performance management tools including rewards, recognition, and disciplinary actions;


* Assigns staff and resources to align with strategic priorities and coordinates servicing requirements;


* Coordinates Partner agreements and tracks Partner activity; supports M Partner underwriting staff as necessary;


* Implements and executes processes for licensing and appointment;


* Manages Broker Dealer FINRA/SIPC compliance requirements;


* Manages Broker Dealer relationships and tracking of commissions;


* Maintains a strong relationship with the relevant M Partners;


* Provides commission forecasting, tracking and reporting;


* Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);


* Other duties as assigned.



QUALIFICATIONS



Bachelor's Degree or equivalent combination of education and experience



Ten (10) or more years related work experience with an emphasis in insurance operations and administration



LAH License



Series 6/63 License



Strong knowledge



FINRA Licenses 7, 66, or 7, 63,65



SIPC - Surg Instru Procsr Cert



SKILLS



Excellent verbal and written communication skills



Excellent interpersonal, relationship building, negotiating and problem solving skills



Excellent customer service skills



Strong ability to motivate and develop staff



Superior leadership skills with an ability to drive operational results



Proficiency in Microsoft Office Products



#LI-KG1

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.


For immediate consideration for this position, please click on the "Apply Now" button.


Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.


If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.

For more information on Alliant Insurance Service's benefits, click here.

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