Senior Director, Agency Operations Center of Excellence

Overview

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Ameri Life’s strength is its mission: to offer insurance and retirement solutions to help people live longer, healthier lives. By putting its mission into practice, Ameri Life has become recognized as a national leader in developing, marketing, and distributing life and health insurance, annuities and retirement planning solutions to enhance the lives of pre-retirees and retirees.

• Shape and Execute CoE Strategy:
  Architect and deliver a forward-thinking strategy for the Contracting & Commissions CoE, ensuring seamless alignment with Ameri Life’s mission and long-term business objectives
• Lead Enterprise Transition:
  Spearhead the multi-year migration from affiliate-managed operations to a fully centralized CoE model, establishing scalable frameworks and playbooks for future transitions
• Champion Innovation:
  Drive transformative initiatives that anticipate market shifts, leveraging technology and process innovation to position Ameri Life for sustainable growth and competitive advantage
• Navigate Complexity:
  Tackle ambiguity and evolving challenges with agility, fostering a culture of resilience and adaptability within the CoE

• Optimize Operations:
  Elevate efficiency and effectiveness across the Contracting & Commissions function, consistently surpassing financial and operational targets for Ameri Life and its affiliates
• Embed Continuous Improvement:
  Instill a data-driven mindset, championing industry-leading processes and a relentless pursuit of operational excellence
• Deliver Actionable Insights:
  Harness advanced analytics to generate insights that inform strategic decisions and accelerate performance improvements
• Champion a unified approach to delivering high-quality outcomes for all stakeholders
• Establish Robust Governance:
  Represent the CoE at the Steering Committee, publishing transparent performance metrics (KPIs) and financial reports, and driving cross-functional collaboration

• Build and Empower Teams:
  Assemble and nurture a high-performing CoE team, defining clear operating models and equipping talent with the tools for success
• Foster a strong, collaborative partnership with the Service Delivery team to ensure seamless integration of operational strategies and service excellence
• Develop Future Leaders:
  Recruit, mentor, and grow a robust pipeline of leadership talent, fostering a culture of excellence, collaboration, and continuous learning
• Cultivate Engagement:
  Promote a positive, achievement-oriented environment that values diversity, innovation, and professional growth

• Drive Stakeholder Alignment:
  Serve as the primary escalation point for complex issues, managing expectations and communications with internal and external stakeholders
• Work jointly to identify and implement process improvements, share best practices, and resolve cross-functional challenges
• Facilitate Enterprise
  
  Collaboration:
  
  Orchestrate seamless partnerships across Finance, HR, IT, and affiliate leadership, ensuring unified execution of strategic initiatives
• Oversee Vendor Relationships:
  Manage vendor performance and budgets, ensuring alignment with CoE objectives and Ameri Life’s strategic priorities

• Strategic Approvals:
  Hold final authority over CoE priorities, investment decisions, and capability expansion
• Process Ownership:
  Define and enforce baseline standards, systems, and change-control processes to ensure operational consistency and compliance
• Performance Accountability:
  Own the delivery and reporting of key performance metrics, driving accountability and transparency across the CoE

• Bachelor’s Degree in Finance, Business, or related field required
• 8-12 years experience in Center of Excellence or Shared Services management required
• Demonstrated architecting, launching, and operationalizing a Center of Excellence (CoE) within insurance or financial services, including the development of strategy, governance frameworks, and scalable operating models
• Hands-on leadership in transitioning operations from…