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Business Performance Lead

Virtual Req #284
Friday, June 21, 2024

About Us:

At Everly, our vision is to change the paradigm of insurance. We know insurance can be confusing and complex. We know that most people purchase insurance at a milestone moment and file it away for the future. We want to change how people think about, buy, and use life insurance and annuities by being a partner in life’s journey.  We are focused on making things that matter, making meaningful connections, and making things work WAY better. Our goal is to provide radically transparent, consumer-first insurance solutions.


We are looking for people with a continuous improvement mindset. Those who think the opposite of “This is how we’ve always done it”. We want people on our team who are always asking “How can we do this better?” 


Our company values are a guide to our behavior and help inform our decisions.  We want people who embody those values of breaking down barriers, owning the outcome, embracing the journey, and sparking joy.


This is a remote position based in the US with occasional travel.


About the role:

The Business Performance Lead will play a critical role in analyzing business processes, identifying opportunities for improvement, managing projects, and overseeing the seamless integration of new product launches into the business. This role requires a strategic thinker with strong analytical skills, project management experience, and the ability to collaborate across multiple departments.


What You’ll Do:

  • Performance Improvement/ Project Management:
    • Analyze current business processes and workflows to identify areas for improvement.
    • Develop and implement strategies to enhance operational performance across various departments.
    • Partner with PMO to monitor key performance indicators (KPIs) and metrics to track progress and ensure alignment with business goals.
    • Coordinate with cross-functional teams to ensure successful project execution.
  • Product Launch Oversight:
    • Oversee the business/operations side of product launches, ensuring seamless integration into the existing operations.
    • Work closely with IT, Product, Distribution, Marketing, Underwriting and Operations teams to develop and execute launch plans.
    • Monitor the performance of the business operations post-launch and implement improvements as needed.
  • Cross-Departmental Collaboration:
    • Partner with PMO on the development of business requirement documents and ensure deliverables and priorities are aligned.
    • Work closely with Operations, Underwriting, Call Center, and Marketing teams to understand their needs and challenges.
    • Ensure new product designs are consistent with operational capabilities; partner with product on the operational component of product specs
    • Facilitate effective communication and collaboration between departments to achieve common goals.
    • Act as a liaison between the various departments to ensure alignment and execution of strategic initiatives.


Skills and Experience:

  • Bachelor’s degree in Business Administration, Finance, Operations Management, or a related field. MBA or relevant advanced degree preferred.
  • Minimum of 10-15 years of experience in business analysis, project management, or operational roles, preferably within the life insurance or financial services industry.
  • Proven track record of driving performance improvement and managing complex projects.
  • Strong analytical skills with the ability to interpret data and provide actionable insights.
  • Excellent project management skills, including the ability to develop project plans, manage timelines, and coordinate cross-functional teams.
  • Exceptional communication and interpersonal skills, with the ability to work effectively with all levels of the organization.


At Everly, wecelebrate our diverse backgrounds and support our differences, and we are dedicated to equal employment opportunities regardless of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or any other legally protected status.


We’re also committed to adding new perspectives to our team and invite applications from people of all walks of life. We understand that experience comes in many forms, so if you believe you’re close to what we’re looking for, please consider applying.


Everly offers a competitive salary and as a full-time employee you are eligible for our robust benefits package including:


  • Employees are eligible for an annual incentive bonus designed to reward for performance.
  • The salary range for this job in most geographic locations in the US i$128,000 - $167,000
    • Candidates hired to work in other locations will be subject to the pay range associated with that location and will be reflected in the candidate’s offer letter. 
  • 20 days of paid time off for PTO,  plus paid holidays, days of Significance, and a Volunteer Day
  • Paid parental leave eligible after one year of service
  • Medical, Dental & Vision Insurance
  • 401k with company match
  • Profit Sharing & Savings Plan
  • Short-term and long-term disability insurance
  • Flexible spending account
  • Life insurance
  • Educational Assistance
  • Associate Assistance Programs and more!


Visit the career section to apply and submit your resume. EOE

Other details

  • Job Family Everly
  • Pay Type Salary