Employee Benefits Operations Manager

4 weeks ago

Fort Lauderdale, Florida, United States USI Holdings Corporation Full time
Job Summary

As an Employee Benefits Operations Manager at USI Holdings Corporation, you will be responsible for managing the operational activities of all client service functions. This includes taking charge of the onboarding and retention process for new and existing clients. You will be responsible for full-cycle management and development of assigned Employee Account Management team, managing, training, and coaching all client-facing staff on all job functions. You will also develop and implement best practices related to customer service platforms and systems, drive strategic customer service initiatives, and implement process and efficiencies in non-production staff. Additionally, you will 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. You will act as an 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. You will also 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, 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, assist in developing positive carrier relationships, drive utilization, and keep current all protocols as relates to Sagitta and BenefitPoint. You will also create a positive communication and leadership team with the AE Team leaders.

Requirements

This role requires 10+ years of related insurance experience in a client interfacing role, college degree preferred. Prior managerial experience is required, with strong team leadership abilities. You must hold or be willing to earn a life & health insurance license. You should be able to keep informed about industry information, technology, and trends, understand, interpret, and convey technical information to others, have a broad understanding of general accounting practices, and be able to adapt to changes in systems, procedures, processes, and policies. You should also have excellent organizational, time management, and multi-tasking skills, be comfortable with internet-based programs and Microsoft Office products, and have knowledge of BenefitPoint preferred but not required. Additionally, you should have effective interpersonal, problem-solving, and conflict resolution skills along with sound judgment, and excellent oral and written communication skills.

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