Employee Benefits Operations Lead

Role Overview

• The Employee Benefits Operations Lead serves as a strategic partner to the National Practice Leader, playing a pivotal role in driving a high-performance, growth-oriented Employee Benefits practice.
• The role is responsible for supporting and optimizing day-to-day operations, collaborating with Marketing, engaging with carriers and partners, and coordinating events and programs that advance key strategic initiatives.
• By maximizing field support, identifying efficiencies across markets, and implementing innovative solutions, this role ensures seamless execution of business processes and continuous improvement in service delivery.
• The Lead works cross-functionally to coordinate efforts among teams, enhance client retention, and enable cross-sale opportunities, ultimately benefiting both organizations and their employees and fostering a collaborative, results-driven environment.

Requirements

• Strong organizational and project management skills; able to manage multiple priorities and deadlines in a fast‑paced, matrixed environment.
• Demonstrated adaptability and learning agility to respond quickly to shifting needs, evolving products, and changing business goals.
• Advanced proficiency in Microsoft Office (Excel, PowerPoint); Power BI experience preferred.
• Excellent written and verbal communication skills, including preparation of executive‑ready materials and effective cross‑functional collaboration.
• Proven ability to build relationships and collaborate with Sales, Client Management, Marketing, Product/Technology, L&D, and Carrier/Vendor partners.
• High attention to detail, strong time management, and consistent follow‑through.
• Comfort working with performance metrics, reports, and analytics to inform recommendations and decisions.
• Ability to handle sensitive information with discretion and professionalism.
• Bachelor’s degree preferred; professional certifications a plus.
• 5+ years’ experience in employee benefits, insurance brokerage/consulting, or a related field involving operational support, analytics, or program coordination.

Benefits

• health, wellbeing, retirement, and other financial benefits
• paid time off
• overtime pay for non-exempt employees
• robust learning and development programs
• reimbursement of job-related expenses