Michael Willis
New York Life Insurance Co
San Antonio
1
Certification
28
years of professional experience
Dynamic Senior New Business Manager at New York Life Insurance Co, skilled in operations management and team leadership. Successfully developed high-performing teams and optimized service delivery across multiple offices, enhancing agent support and achieving production goals. Proven expertise in strategic planning and cross-functional collaboration drives impactful results.
Work History
Senior New Business Manager
3 Months- Hire, lead, and develop 13 New Business professionals through structured coaching, biweekly one-on-ones, and team meetings.
- Recruit, lead, and develop 2 New Business Managers responsible for their respective service teams.
- Interview and approve New Business candidates for placement across the 2 New Business Managers’ teams.
- Direct workflow across my unit and two manager-led teams, aligning staffing, resources, and priorities to optimize service delivery across 18 General Offices.
- Manage end-to-end New Business workflow for six General Offices, collaborating with agency management to prioritize business needs and support achievement of production goals.
New Business Manager
1 Year 6 Months- Manage end-to-end New Business workflow for multiple General Offices in the West Central Zone, collaborating with agency management to prioritize business needs and support achievement of production goals.
- Hire, lead, and develop up to 13 New Business professionals through structured coaching, biweekly one-on-ones, and team meetings.
- Partner with New Business Managers across the Zone to develop the new Field Service operating model, helping shape workflow, service delivery, and cross-team collaboration.
- Spearheaded the design and initial implementation of a Zone-wide Concierge Program for high-producing agents, creating a dedicated service model to enhance agent support.
Service Leader
26 Years 6 Months- Hire, lead, and develop a team of up to 8 New Business professionals through structured coaching, biweekly one-on-one meetings, and ongoing team development.
- Direct New Business workflow across a single General Office, partnering with agency management to align service execution with office-specific production goals.
- Provide financial and operational oversight for the General Office, including agent ledger debits, expense controls, P-card reconciliation, contractual agreements, and discretionary spending.
- Lead new-agent onboarding and production oversight, ensuring adherence to established business and compliance requirements.
- Lead and oversee agent licensing and registration activities for the General Office, ensuring adherence to established regulatory and company requirements.
Education
BBA - Finance
Skills
Operations management
Customer service
Verbal and written communication
Decision-making
Customer relations
Team building and leadership
Documentation and reporting
Strategic planning
Cross-functional collaboration
Financial oversight
Certification
CLU, FLMI, ACS
Timeline
Senior New Business Manager
New York Life Insurance Co
07.2026 - CurrentRead More
New Business Manager
New York Life Insurance Co
01.2025 - 07.2026Read More
Service Leader
New York Life Insurance Co
07.1998 - 01.2025Read More
Lamar University
BBA from Finance
Read More