Monitor and manage day-to-day operational activities for Employee Benefits within the region, ensuring adherence to established standards and procedures.
Identify workflow inefficiencies and recommend solutions to enhance accuracy, productivity, and client experience.
Ensure compliance with regulatory requirements, internal controls, and audit standards; assist in risk mitigation efforts.
Support optimization of agency management systems and other operational tools; provide feedback for enhancements.
Track KPIs and prepare reports on operational performance for regional leadership; recommend corrective actions as needed.
Partner with account management teams, regional leaders, and national operations to align initiatives and resolve operational challenges.
Provide guidance and subject matter expertise to regional staff on operational policies, procedures, and system usage.
Assist in regional integration efforts during mergers, acquisitions, or organizational changes.

Bachelor’s degree in business, human resources, or related field preferred.
4–6 years in insurance brokerage operations, with demonstrated expertise in Employee Benefits workflows.
Strong understanding of employee benefits processes, compliance requirements, and agency management systems.
Advanced organizational and problem-solving skills.
Ability to analyze data and identify operational trends.
Strong communication and stakeholder management skills.
Proficiency in Microsoft Office Suite and familiarity with agency management platforms.
Ability to influence and lead cross-functional initiatives without direct authority.

Regional Operations Manager, Employee Benefits

Key skills