Employee Benefits Operations Manager

Requirements

Responsible for managing the operational activities of all client service functions. Take charge of the onboarding and retention process for new and existing clients.

Responsibilities

• Full-cycle management and development of assigned Employee Account Management team.
• Manage, train and coach all client facing staff on all job functions.
• Develop and implement best practices related to customer service platform and systems.
• Drive strategic customer service initiatives.
• Implement process and efficiencies in the non-productions staff.
• Ensure staff understand the production messaging and USI value proposition in the marketplace.
• Understand and maintain the OpCo budget, as well as appropriate staffing levels.
• Act as advisor for largest/most important accounts.
• Accountable for team adherence to departmental retention goals and client service level agreements.
• Manage team quality control of client renewals and ensure adherence to service standards.
• Drive consistent and predictable long-term profitable client relationships.
• Manage assignment of clients based on size and needs.
• Work with Practice Leader in development and refinement of Value Propositions.
• Advise clients on industry trends, legislative rulings and market events.
• Cook up with Practice Leader in development and refinement of Value Propositions.
• Coordinate internal resources/ experts to assist all producers on sales opportunities.
• Understand and communicate USI’s Employee Benefit initiatives to staff.
• Positively and proactively represent USI in meetings, seminars, trade shows and networking events.
• Aid in building positive carrier relationships.
• Drive utilization and keep current all protocols as relates to Sagitta and BenefitPoint.
• Create a positive communication and leadership team with the AE Team leaders.

Qualifications

• 10+ years of related insurance experience in a client interfacing role.
• College degree preferred.
• Prior managerial experience required.
• Strong team leadership abilities.
• Must hold or be willing to earn life & health insurance license.
• Keep informed about industry information, technology and trends.
• Able to understand, interpret and convey technical information to others.
• Broad understanding of general accounting practices.
• Able to adapt to changes in systems, procedures, processes and policies.
• Excellent organizational, time management and multi-tasking skills.
• Comfortable with internet-based programs and Microsoft Office products.
• Knowledge of Benefitpoint preferred, but not required.
• Effective interpersonal, problem solving and conflict resolution skills along with sound judgment.
• Excellent oral and written communication skills.

Skills

• Knowledge of Benefitpoint preferred, but not required.

Benefits

• Comprehensive health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs.
• A generous paid time off policy, paid family leave benefit as well as paid holiday time.

Pay

Compensation is commensurate with experience.

Schedule

This position offers a hybrid opportunity in which the employee works part-time from their home office and part-time from USI's Blue Bell office.