Final Expense Manager

About the role

The Manager – Final Expense leads the planning, execution and overall performance of the Final Expense project or department. The role owns end-to-end delivery, driving strategy, team performance and stakeholder management so that targets are met on time, within budget and to the highest quality standards. The manager oversees Assistant Project Managers and team leads and is accountable for the health and growth of the Final Expense book of business.

Key responsibilities

• Own the strategic planning, execution and performance of the Final Expense project/department
• Set goals, KPIs and targets for the team and monitor performance against them
• Lead, mentor and develop Assistant Project Managers, Team Leads and closers
• Coordinate with senior leadership, internal departments and external stakeholders/carriers
• Review project plans, schedules and deliverables prepared by direct reports
• Analyse performance data and prepare executive-level status reports and business reviews
• Identify risks, bottlenecks and process gaps and drive corrective action and continuous improvement
• Manage budgets, resource allocation and staffing plans for the department
• Ensure compliance with company standards, carrier requirements and industry regulations
• Drive hiring, onboarding and training for the Final Expense team
• Escalate and resolve high-impact issues beyond the Assistant PM level

Required profile

• Bachelor's degree in Business, Management or a related field
• Minimum 3-4 years of experience in Final Expense, including at least 1-2 years in a leadership or managerial capacity
• Proven track record of managing closers and teams and hitting production targets in Final Expense
• PMP/CAPM certification is a plus

Required skills

• Leadership, coaching and people-management skills
• Communication, organisational and stakeholder management skills
• Proficiency in MS Office, CRM and project management tools
• Strong analytical skills, able to turn data into actionable decisions