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National Employee Benefits Operations Leader

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National Employee Benefits Operations Leader


The National Employee Benefits Operations Leader will have at least 10 years of progressive group life and health insurance experience; majority must be within a brokerage or consulting firm, with regional and national experience preferred. This is a highly visible role with the Employee Benefits practice operation, will support national initiatives, integration activity and all EB carrier relations at a National level. Must be both tactical and strategic.

Essential Duties and Responsibilities:

·       Engage with EB carrier partners to develop strong relationships, and to provide an avenue for support, escalation, resolutions of issues at a National level.

·       Identify unique growth opportunities with Employee Benefit carriers and vendors.

·       Negotiate and maintain applicable carrier and vendors contracts at a National level.

·       Serve as a centralized resource for all EB carrier inquires internally and externally.

·       Develop, rollout and own National initiatives to support client growth and retention within the Employee Benefits practice, including tools, technology, and resources.

·       Lead operational integration activity of newly acquired Employee Benefit operations, evaluating processes, vendors, carriers, policies, and talent, integrating into the World platform.

·       Exercise problem solving skills, crafts and presents actionable recommendations, and works field offices to implement solutions with the Employee Benefits practice.

·       Provide input, document requirements, and support the design and delivery of services and solutions within the Employee Benefits practice.

·       Contribute to development and implementation of strategies and scalable solutions for employee benefit clients through extensive knowledge and experience in small, middle, and large market employee benefit consulting.

·       Drive operational improvement throughout the Employee Benefits operations across United States, to include analyzing and reengineering EB business processes. 

·       Create and facilitate key messaging and training for EB operations.


Required Qualifications:

·       Currently posses a Health and Life licenses

·       Experience with a national employee benefits broker; preferred experience in a regional or multi-office operational / Client Executive role.

·       Extensive experience in the placement of all lines of EB business including fully insured and self-insured medical, comprehensive understanding of commissions, carriers and program nuances throughout the US.

·       Excellent Excel skills with the ability to analyze large amounts of data for trends and issues.

·       Bachelor’s degree; MBA Preferred.

·       Minimum of 8 years of related experience.

·       2+ years in project/ program management and operational improvement specific to Employee Benefits preferred

·       National carrier relationship experience a plus


Work Traits:

·       Demonstrated ability to think strategically, identify and solve difficult business problems.

·       Strong quantitative and qualitative analysis skills.

·       Ability to gather, synthesize and analyze data and draw logical conclusions.

·       Strong communication skills, both verbal and in written.

·       Demonstrated ability to work independently with limited guidance.

·       Ability to work in a fast-paced environment with a high degree of accuracy and attention to detail.

·       Ability to manage and negotiate multiple priorities and deadlines.


Ideally this individual will be located along the East Coast, or in the Mid-west or South. Willing to travel up to 30% of time as things open up. 

This description is not meant to be all-inclusive.  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed within the full job description (which will be provided upon interview) are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.