Regional Benefits Operations Manager

3 weeks ago

Charlotte, United States The Ladders Full time
REGIONAL BENEFITS OPERATIONS MANAGER

With more than 150 years' experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. We offer property & casualty, employee benefits, captive insurance and surety bonds solutions, as well as personal risk services. An employee-owned company, we are one of the largest independent agencies in the Southeast and have Captive Insurance operations in Grand Cayman and Vermont. For 24 years, we have earned the distinction of a Best Practices Agency and have consistently been ranked among the top 30 agencies in the country by Reagan & Associates. Scott has nine offices across North Carolina, South Carolina, Tennessee and Virginia. Our employee owners enjoy a strong, team-centric culture, excellent benefits and retirement programs. As an employee-owned company, our associates are more than employees; they are owners. This ownership creates a unique company culture and provides significant opportunities for our employee owners. We are driven by an entrepreneurial spirit and guided by out-of-the box thinking to deliver world-class service to our clients, primarily mid-market companies.

We currently have an opening for a Regional Benefits Operations Manager. If you enjoy working in a dynamic environment that rewards excellence and encourages entrepreneurial thinking, we'd like to hear from you

PRINCIPAL OBJECTIVES OF THE POSITION

The Regional Benefits Operations Manager is the lead relationship manager for Scott's Benefits Account Managers. This position is primarily responsible for overseeing Account Manager performance to ensure that service is provided in a manner aligned with company values and in adherence to KPIs. The Regional Benefits Operations Manager is a highly visible, strategic leadership position within Scott Insurance.

POSITION QUALIFICATIONS AND REQUIREMENTS
  • College degree preferred but not required
  • Significant benefit coverage knowledge including self-funded insurance and captives
  • Understanding of agency management system functionality, service and sales processes
  • Life and Health license or the ability to obtain license within 90 days
  • Knowledge of Zywave and Applied Epic preferred but not required
  • Previous experience managing employees servicing commercial accounts
  • Expertise in building team relationships and inspiring collaboration when appropriate
  • Proficient in proactively problem solving and adept at conflict resolution
  • Capable of working in a fast-paced environment with the autonomy to make decisions to manage work flow efficiently
  • Ability to manage many competing responsibilities while at the same time seeing the impact of decisions on multiple employees with differing perspectives
  • Ability to understand and share bigger picture of both agency and business strategies
  • Patience and compassion - will serve as an ear for many professional and personal challenges of direct reports and others at Scott
  • Ability to empathize but communicate expectations and provide strategy to help employees meet expected results
  • Strategic thinker who is flexible enough to have alternative strategies
  • History of integrity in all relationships and processes
  • Excellent communication skills, both written and oral
  • Desire to model Scott values to serve colleagues, clients and the community with integrity and respect
PRINCIPAL DUTIES AND RESPONSIBILITIES
  • Supervise the Benefits Account Managers in your region, assign accounts to those Analysts and monitor their workflow
  • Resolve complex, escalated issues regarding account handling and client interactions
  • Monitor individual and team performance through productivity metrics, coaching and training
  • Conduct regular one on one reviews with direct reports and deliver annual performance reviews providing constructive feedback to ensure that performance is aligned with company values
  • Identify account manager and departmental training needs both individually and collectively and administer
  • Create training materials, implement training and monitor results for direct reports to support continuous improvement and career development
  • Report operational results to senior leaders, offer insights to results and provide recommendations to drive process improvement as necessary
  • Collaborate with senior leaders to interview, hire, onboard and train new Benefits Account Managers which involves constantly reviewing production and impact on Account Manager capacity
  • Build strong relationships and communicate regularly with Accounting, HR, and IT leaders on issues that impact all teams
  • Strive to build trust and teamwork with your direct reports and throughout Scott Insurance
  • Build and maintain relationships with producers in assigned territory to plan for growth and development
  • Provide feedback to producers on procedures to make teams more effective, such as regular team meetings, standardization of preferred presentation/analytical documents and how to communicate effectively with their account management teams
  • Participate in operational meetings with senior leaders to set policy that enhances our employee owned culture
  • Encourage and reward innovative and entrepreneurial thinking within your team
  • Work with an intentionality every day to provide exceptional service to colleagues and clients
  • Work effectively with senior management to continuously improve the strong employee owned culture at Scott Insurance
  • Other duties as assigned

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