JOB SUMMARY:

As a Department Manager at PHP Agency, you redefine what excellence looks like. One that sharpens the agent’s experience, develops internal talent, and leads with a spirit of unity, accountability, and excellence. Setting the tone for your department, building bridges between systems and people, and representing the voice of the agent in every operational conversation. You don’t just manage a team—you set a standard that others will follow.
The New Business Manager oversees all life and annuity case submissions and serves as a key liaison between PHP agents, carrier partners, and underwriting departments. Ensuring every application moves efficiently from submission to placement, maintaining high placement ratios, underwriting speed, while providing white glove customer service. You will manage day-to-day operations, support system enhancements, and coach a growing team of new business case managers and team leads.

PRIMARY SKILLS & REQUIREMENTS:

• 3–5 years of experience in life insurance operations or case management.
• Proven leadership and cross-department collaboration in a fast-paced, regulated environment.
• Ability to mentor teams and maintain alignment with field-driven culture.
• Strong systems thinking and familiarity with CRM/ticketing tools.
• Familiarity of Microsoft Systems – Word, Excel, PowerPoint, BI Reporting
• Analytical mindset with strong reporting and process development skills.
• Passion for accuracy, service, and agent enablement.
• Experience with life and annuity underwriting and carrier guidelines.