Book Transition Support Consultant

Book Transition Support Consultant

We are looking for a proactive and experienced Book Transition Support Consultant to design and manage programs that facilitate large book assignments. This role involves leading a network of resources across the organization (Home Office and Field) to support agents receiving significant books of business. The consultant will utilize an established framework to effectively plan, coordinate, monitor, report, and lead through change.

Who We Are: At Farm Bureau Financial Services, we make insurance simple so our client/members can feel confident knowing their family, home, cars and other property are protected. We value a culture where integrity, teamwork, passion, service, leadership and accountability are at the heart of every decision we make and every action we take. We’re proud of our more than 75-year commitment to protecting the livelihoods and futures of our client/members and creating an atmosphere where our employees thrive.

Key Responsibilities:

• Program Development: Create and implement new programs and processes to ensure successful book assignments. Manage ongoing administration and oversee change and communication planning.
• Operational Leadership: Lead efforts to operationalize support programs for significant book assignments, incorporating best practices from internal and external stakeholders.
• Performance Monitoring: Track and analyze the progress and performance of book assignments, identifying milestones, issues, and risks. Share reports, recommend actions, and escalate issues to leadership as needed.
• Risk Management: Collaborate with field leadership to identify and mitigate risks associated with book assignments. Conduct research, communicate findings, and recommend mitigation strategies.
• Succession Planning: Oversee the succession planning program, including agreement reviews, approvals, and payouts. Develop detailed transition plans and lead cross-functional teams to execute these plans.
• Process Enhancement: Establish and enhance business process management solutions to ensure transparency and communication for book assignments.
• Resource Coordination: Identify and manage support resources, forecast capacity needs, coordinate availability, align activities to results, and ensure accountability.
• Reporting: Develop reports and presentations to communicate the status and outcomes of book assignment and succession planning programs.
• Program Improvement: Identify, recommend, and implement program-wide initiatives and enhancements based on feedback and overall results. Present recommendations to senior leadership.

Non-Essential Functions:

• Perform other job-related duties or special projects as assigned.
• Insurance designation preferred (LUTCF, CPCU, CIC or other).

Qualifications:

• College degree or equivalent plus seven years of relevant experience. Multi-line insurance experience, including extensive field sales background, is essential.
• Deep understanding of insurance distribution/field operations and how agents run their businesses.
• Excellent relationship building, planning, organizational, and facilitation skills.
• Strong leadership skills with the ability to build relationships across teams and influence all levels of the organization.
• Ability to manage multiple priorities, with experience in designing and implementing new processes.
• Strong communication skills, both oral and written, with a desire to provide excellent customer service to both internal and external partners.
• FINRA Registered Representative and Principal, Series 6, 63 & SIE licenses (optional).
• Some travel may be required, including overnight stays (10-15%) (e.g., agency visits, conferences).

What We Offer You: When you’re on our team, you get more than a great paycheck. You’ll also have career development and educational opportunities. We offer an enhanced 401K with a match, low-cost health, dental, and vision benefits, and life and disability insurance options. We also offer paid time off, including holidays and volunteer time. Our teams focus on building relationships through engagement and fun! Add to that an onsite wellness facility with fitness classes and programs, a daycare center, a cafeteria, and for many positions, even consideration for a hybrid work arrangement. Farm Bureau....where the grass really IS greener!

Work Authorization/Sponsorship
Applicants must be currently authorized to work in the United States on a full-time basis. We cannot sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role. For example, we cannot sponsor OPT status.