Operations Lead
4 weeks ago
Veres Career Consulting is recruiting on behalf of our client for an Operations Lead in Operations to join their Calgary-based team. This is a unique opportunity for a startup pro who is detail-oriented, process-driven, holds an LLQP and gets the job done
Job Duties:
The Operations Lead of Insurance will be responsible for overseeing the daily functions of
insurance operations, including case management, policy servicing, and advisor support. This
role will drive operational excellence by refining workflows, integrating digital tools, and
maintaining strong compliance standards. Working closely with advisors, internal teams, and
carriers, the successful candidate will ensure a seamless experience from application to policy
servicing.
You'll lead the implementation of process improvements, resolve complex issues, and support a
high-performing team environment. This role also involves acting as the first point of escalation,
mentoring team members, and aligning operational processes with broader strategic objectives.
Key Responsibilities:
- Manage daily insurance operations, including new business and in-force policy
administration
- Support advisors with case preparation, pre-underwriting, and carrier communications
- Ensure regulatory compliance and uphold service standards
- Lead digital integration initiatives and optimize workflows
- Collaborate across departments to drive process alignment
- Mentor team members and maintain operational documentation
Qualifications:
- 3–5 years of experience in life insurance operations
- LLQP is a great asset
- Experience in a leadership or team lead capacity
- Strong understanding of life insurance products and carrier platforms
- Proficient in Microsoft Office and CRM systems
- Strong organizational, project management, analytical, and communication skills
What they offer:
- Competitive salary of $75-95K
- Profit sharing
- Industry-leading benefits
- Significant growth potential
If you're ready to make a meaningful impact in an environment that values innovation,
collaboration, and service excellence, we encourage you to apply. Contact Veres Career
Consulting today to learn more about this opportunity.
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