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

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

Employee Benefits Operations Team Lead

Key skills