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Midwest Region Employee Benefits Operations Leader

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General Description:


Responsible for managing the EB operational activities of the Region in order to achieve profitability and ensure consistent standards of sales, service and professionalism as defined by USI’s Best Practices, Core Values and Risk Management Quality Control standards.  


 


Responsibilities:


  • Serve as the primary regional leader supporting the regional EB practice leader, local office EB practice leaders, and local office EB operations supervisors. 

  • Participate, as needed, in interviewing, hiring, training, and development of EB operations staff.

  • Responsible for the completion and management of EB staff through performance reviews, performance improvement plans, organizing coverage for staffing shortages, department issues, recording time and attendance and approval of expense reports.

  • Lead the EB operations team in setting SMART annual performance goals.

  • Hold managers/ supervisors accountable for the performance management and talent development of their direct reports.

  • Provide Region and Op Cos with regular updates on operational performance, takes corrective action as necessary.

  • Work with EB Operations and Practice Leaders to identify areas of improvement, create efficiencies, improve customer retention and margins.

  • Responsible for management of staff within USI metrics and blueprint.

  • Work with Regional Leadership Team in preparation of revenue and expense budget and monitor budget to ensure compliance with profit and growth objectives set by management.

  • Monitor Stewardship initiative – client meetings,  peer reviews, monthly reporting.

  • Actively and continuously identify and implement areas of improvement within our One Platform systems and processes. 

  • Oversee Regional initiatives –Manage operational integration of new acquisitions within the Region.

  • Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.

  • Identify, plan and resolve routine department coverage and workload issues.  Take necessary action to resolve issues.

  • Develop effective interdepartmental communication strategies.  Foster team behavior and a sales-oriented department culture.

  • Create, promote and inspire a shared vision and operational direction in support of corporate goals and objectives.


 


  • Be an active steward of the business through regular process and data review to encourage efficiencies and development of all EB team members.

  • Support the use and integration of Corporate Technology within the daily processes of all resource groups.

  • Responsible for providing leadership and development of all resource groups (Account Management, Analytics, PHM and Compliance) that promotes teamwork by sharing experiences, assisting others when help is needed and maintaining a positive and professional attitude. 


Knowledge, Skills and Abilities:


  • Model the way, be the example that others look to as a representative of our USI Core Values.

  • Ability to build strategic relationships with internal and external customers.

  • Demonstrate strong IQ and EQ.

  • Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy.

  • Ability to manage and develop others through mentoring, coaching and motivation.

  • Strong business and financial acumen.

  • Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.

  • Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.  Ability to work in a team environment.

  • Keep informed regarding industry information, new product information, legislation, coverage’s and technology to continuously improve knowledge and performance.

  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.


  • 10 years experience in Employee Benefits Insurance Agency along with comprehensive understanding of all Employee Benefits insurance coverage’s, underwriting and rating concepts.

  • High School Graduate.  College degree preferred, but not required.

  • Prior managerial experience required.

  • In depth knowledge of agency management system functionality, workflow procedures, underwriting, sales and service processes.

  • Must hold state Life and Disability insurance license or willing to obtain one within an agreed upon timeframe.

  • Strong written, oral and interpersonal communication skills. 

  • Effective leadership skills and the ability to direct and monitor the activity of others.

  • Ability to plan and instruct staff members on information appropriate to their job responsibilities.

  • Ability to handle difficult behavior and conflict and bring to a timely resolution.

  • Ability to creatively, proactively and strategically solve problems.

  • Ability to carry out complex tasks with many concrete and abstract variables. 

  • Must be comfortable with internet based programs as well as knowledge of Microsoft office products. 

#LI-AC1

 




Job ID:

18533

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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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