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About the role
Key responsibilities & impact- Execute all Employee Benefits operations in assigned region to ensure the best client experience possible
- Maintain key client account management, as assigned
- Responsible for managing the service team, and team leads in assigned region
- Develop and implement standard operating practices to create efficiencies through use of technology and processes
- Communicate consistently with Employee Benefits Operations Manager and Director of Employee Benefits Operations, and Growth Leader as necessary
- Execute operational initiatives that support organic growth and retention goals through collaboration with members of the leadership team
- Lead and implement key carrier strategic initiatives to achieve placement and revenue goals working with the EB Operations Manager
- Quarterly review of the AM/AC book of businesses to ensure proper staffing to align with excellent customer service experience
- Liaison between producers and account management teams
- Facilitate regular department meetings to review workflows, procedures and influence and promote a positive culture and work environment
- Collaboration with human resources around personnel management and employee relations
- Responsible for executing business processes to ensure compliance with regulations, policies, and procedures
Requirements
What you’ll need- Bachelor’s degree in business or related field of study or equivalent experience required
- Minimum 5+ years of complex employee benefits experience within an insurance related industry with an emphasis on Complex Group Clients
- Minimum 2 years of successfully managing a team
- Current Life & Health Insurance license
- Strong organizational and time management skills, along with a demonstrated attention to detail
- Superior skills in operational leadership, employee development, and employee engagement
- Professional verbal and written communication skills
- Strong ability to analyze, interpret, and communicate financial data and reporting
- Knowledge and experience with Benefit platforms – including Employee Navigator or related systems
- Strong knowledge of Microsoft Office products
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
employee benefits operationsaccount managementoperational initiativesbusiness processesfinancial data analysisemployee developmentemployee engagementtime managementattention to detailcompliance
Soft Skills
organizational skillscommunication skillsleadershipcollaborationteam managementpositive culture promotionworkflow influenceproblem-solvinginterpersonal skillsstaffing alignment
Certifications
Life & Health Insurance license