Reports to the Vice President of Operations, West & Client Retention
Contributes to the overall health and success of the Division
Executes on strategies to retain clients and revenue through client relationships
Supports the prioritization and execution of the Division’s operations
Develops account management talent and strengthens operational and technological capabilities
Partners with leadership to execute on client retention strategies
Helps execute cross-functional strategies for optimized placement of business
Champions exceptional leadership focusing on employee and client-centricity
Identifies opportunities for process optimization and technology enhancement
Ensures employee benefits offerings are accessible and user-friendly
Manages operational activities and resource allocation
Monitors performance metrics and operational targets

Bachelor’s degree in business administration or related field
Must currently hold an active insurance license
Minimum of 10 years of progressive experience in the insurance and/or financial services industries
Minimum of 5 years of industry related leadership experience in insurance operations, insurance management, and/or insurance administration
Proven record of driving operational excellence and efficiency in service of dynamic client experiences
Experience supporting business development lifecycle
Self-motivating and ability to motivate others to achieve and excel in a fast-paced, dynamic environment
Excellent business and people decision-making skills and problem-solving abilities
Model positive energy and handle stress in the face of challenges, deadlines, and aggressive financial commitments
Excellent leadership and coaching ability
Deep understanding of markets, clients, and competitors
Adept at cultivating and growing productive, long-term customer relationships

Employee Benefits Operations Director

Key skills