Key skills
Leadership
About this role
Role Overview
- Prepare and equip team members to deliver proactive, personalized, easy to navigate, consistent experiences so clients receive comprehensive insurance solutions tailored to their needs
- Interact with clients directly, gather insights, ask periodic questions, and analyze recent responses against past ones for feedback
- Provide escalation paths for circumstances that require a more urgent plan or response for a client
- Actively participate in cross-functional initiatives that promote cross selling and deliver growth
- Key player in leading the retention SWARM process
- Model and promote a client centric culture that values leadership at all levels, personal and collective accountability, and being great teammates
- Recruit, develop, and engage team members
- Identify capability and/or capacity gaps and work with partners and Subject Matter Experts (SMEs) to find solutions
- Provide opportunities for employees to learn new skills and take on new challenges and provide guidance and support along the way
- Provide regular and constructive feedback to help employees improve their performance and achieve goals
- Create elite workplaces and work environments where employees feel valued, respected, and included
- Monitor and analyze key performance indicators (KPIs) to compare actual results to planned objectives and take corrective action when necessary
- Conduct ongoing assessment of how well the work is going and anticipate the needs of employees before they run out of materials, time, patience or something else
- Model and encourage self-reflection through interactions with employees
- this involves personally reflecting on performance and identifying areas for improvement
- Drive incentive process as a key motivational initiative
- Ensure compliance with industry regulations, company policies, and operational best practices
- Identify and mitigate potential risks through proactive planning and problem-solving
- Lead efforts to standardize policies and procedures, ensuring operational consistency and minimizing exposure to risk
- Stay abreast of industry trends, market dynamics, and competitive landscape in the Employee Benefits sector
- Identify opportunities to expand our service offerings to current clients and prospects
- Implement operational strategies and initiatives as directed by the Director of Operations, Employee Benefits to drive efficiency and scalability
- Oversee day-to-day workflow improvements, process optimizations, and standard operating procedures to enhance service quality
- Continuously evaluate and refine processes to ensure alignment with client needs, market trends, and business objectives
- Support process optimization, automation, and streamlining, leveraging technology and innovation to enhance operational efficiency and scalability
- Ensuring utilization of technology and automation to improve operational effectiveness and ensure alignment with business objectives
- Work in connection with the Growth and Placement leaders to ensure connectivity on our approach to retention, growth and placement efforts
Requirements
- Bachelor’s degree in business administration or related field is preferred
- Must currently hold an active life & health license
- Minimum of 5 years of progressive experience in the insurance and/or financial services industries
- Minimum of 5 years of management experience preferred
- Proven experience in managing teams, implementing process improvements, and driving operational excellence
- Proven record of driving operational excellence and efficiency in service of dynamic client experiences
- Experience supporting business development lifecycle
- Self-motivating and has the 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
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage