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EB Operations Manager

Location:

MN - Bloomington

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Why USI?

USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 8,000 associates across the U.S. and abroad – and we invite you to learn more.

Unrivaled Resources and Support

The USI ONE Advantage® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.

Unique Employee Programs and Deep Community Engagement

We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.

Industry-Leading Associate Rewards and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.

Committed to a Diverse and Inclusive Work Environment  
USI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.

Nationally Recognized as a Top Insurance Workplace

USI has been recognized as one of:

  • The Top Insurance Employers by Insurance Business America four years in a row (2018-2021).
  • Business Insurance's 2021 list of Best Places to Work in Insurance for the second year in a row. 
  • Forbes Best Large Employers in America (2018-2019). 
  • Ranked as one of Forbes Best Large Employers in America (2018-2019).

General Description: 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:

  • Responsible for 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. 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.
  • Create a positive communication and leadership team with the AE Team leaders.

Knowledge, Skills and Abilities:

  • 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.

·        Ability 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.



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USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of 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. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.


Job ID:

24504

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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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