About the role
FinEx AI summary
The manager leads Policy Owner Services and conservation operations, ensuring service delivery, operational controls, and positive customer and distributor outcomes across the policy lifecycle. The role drives policy persistency, handles complex servicing issues and escalations, and leads continuous improvement. It also develops a high-performing, customer-focused team.
Core skills
Policy administrationPolicy owner servicesConservation operationsPolicy persistency managementOperational controlsService delivery management