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Field Performance Specialist (Midwest Region of the U.S.)

Key Facts

Remote From: 
Full time
Senior (5-10 years)

Other Skills

  • Customer Service
  • Communication
  • Leadership
  • Multitasking
  • Organizational Skills
  • Time Management
  • Detail Oriented

Roles & Responsibilities

  • Bachelor’s degree in a related field
  • Minimum 8 years of relevant experience in life insurance administration
  • Professional insurance certifications preferred

Requirements:

  • Oversee activities across assigned field agencies
  • Provide guidance and motivation to General Agents and staff
  • Regularly visit agencies to assess performance
  • Collaborate with regional leadership on field strategies

Job description

This is a remote position.

Field Performance Specialist – Midwest Region
Location: United States (CO, IA, KS, MO, MN, MT, NE, ND, SD, WY)
Category: Operations Support
Employment Type: Hybrid/Remote

Symbiotic Services is currently seeking a Field Performance Specialist to support and drive operational excellence for field teams across the Midwest. This position plays a critical role in managing and motivating General Agents and their staff to achieve key performance targets and operational goals.

Key Responsibilities:

  • Oversee and manage activities across assigned field agencies to support achievement of core business metrics: Production, Manpower, Applications, and IARs.
  • Provide consistent guidance and motivation to General Agents, Assistant General Agents, Field Agents, and administrative staff.
  • Regularly visit agencies in person to assess performance, offer support, and ensure operational alignment.
  • Collaborate with regional leadership to implement field development strategies and resolve operational challenges.

Qualifications:

  • Solid understanding of insurance operations and practices.
  • Strong communication and customer service orientation.
  • Proven leadership and management capabilities.
  • High attention to detail with effective time management and prioritization skills.
  • Experience in handling client or operational complaints and resolution.
  • Strong organizational skills and ability to multitask effectively.

Education & Experience:

  • Bachelor’s degree in a related field.
  • Minimum 8 years of relevant experience in life insurance administration.
  • Professional insurance certifications (e.g., FIC, FLMI, CLU) preferred.

Additional Details:

  • Must be authorized to work in the U.S.
  • This position is not eligible for visa sponsorship.
  • Travel is required within the designated region.

Benefits Overview:

  • Paid Time Off: 13 holidays annually, plus vacation and sick leave.
  • Professional Development: Tuition reimbursement and support for certifications.
  • Retirement: 401(k) with matching contributions and company-funded retirement plans.
  • Health & Wellness: Medical, dental, vision, disability, and life insurance; paid parental leave; health club membership reimbursement; Employee Assistance Program.

 



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