New Business Team Lead - Knighthead Life : Job Details

About Knighthead Life

Knighthead Life ( Company ) is a service and technology-oriented insurance company providing retirement solutions. With a focus on intentional innovation, ease of use, and partnership, we collaborate with our financial professional partners to develop competitive products and efficient processes to serve clients seamlessly.

Knighthead Life is a member of the Knighthead Holdings ( KHH ) group of insurance companies, which also includes Knighthead Annuity & Life Assurance Company ( KHAL ), based in the Cayman Islands. KHAL is a well-rated insurance and reinsurance company established to serve global clients seeking principal protection and guaranteed financial products, as well as reinsurance of similar products from US insurers. KHAL has established itself as the market leader of fixed and fixed indexed annuity offerings for global clients. Since its inception in 2014, it has focused on helping clients preserve and grow accumulated wealth by providing fixed annuities with attractive guaranteed rates, generous liquidity features and a choice of payout options to provide predictable future income. It backs its commitment with superior financial strength and a commitment to the highest levels of client service.

About the Role

We're seeking a detail-driven and people-focused Team Lead to manage our New Business team for our annuity team. This role is pivotal in overseeing the end-to-end processing of new annuity applications, ensuring accuracy, timeliness, and compliance. You'll lead a team responsible for intake, review, transfer processing and contract issuance—while driving operational excellence and a culture of service.

Key Responsibilities

• Supervise daily processing activities including application intake, data entry, contract setup, transfer packaging and transfer follow-up and policy issuance
• Monitor and manage workflow queues to ensure timely and accurate completion of new business tasks
• Review submitted applications for completeness and coordinate resolution of missing or incorrect information
• Ensure all processing activities comply with regulatory standards and internal guidelines
• Collaborate with internal teams such as compliance, sales support, and client services to resolve issues and improve turnaround times
• Track and report on key performance indicators (KPIs) related to processing volumes, accuracy, and service levels
• Provide coaching, training, and performance feedback to team members
• Serve as a point of escalation for complex processing cases or service concerns
• Lead initiatives to streamline operational processes and enhance system efficiency
• Support onboarding of new team members and cross-training across functions

Qualifications

• Bachelor's degree in Business, Finance, or related field (or equivalent experience)
• 5+ years of experience in annuity operations, insurance, or financial services
• 2+ years of leadership or supervisory experience
• Demonstrated experience with MYGA and FIA product lines
• Experience with FAST New Business platform
• Strong understanding of annuity products and new business processing workflows
• Excellent organizational, communication, and problem-solving skills
• Familiarity with CRM systems and workflow management tools
• Ability to lead in a fast-paced, deadline-driven environment