Director of Benefits - Service & Strategy
Job Details

Job Summary: Provide leadership and oversight to the Employee Benefits department in the areas of organizational strategy and client service.

Duties & Responsibilities:

Client Service

  • Provide direct oversight of Service Team Account Executives
  • Manage structure of Service Teams for department to include:
  • Tracking revenue growth
  • Monitoring staffing needs
  • Onboarding and training of new service team members
  • Work with Operations Director to implement workflow changes and changes in team duties and responsibilities

Department Strategy

  • Work in conjunction with Benefits Department Practice Leader and other Senior team members to identify and implement strategic initiatives for improvement, expansion and growth. 


Organization Strategy

  • Support organizational initiatives aligned with the corporate and departmental goals and new business acquisition
  • Response to RFPs
  • Development of stewardship reports
  • Training and development of staff members
  • Manage vendor partnerships to include: BTR, Wakely Actuarial, EPIC and other carrier partners associated with product placements
  • Assist with vetting of new vendors under consideration of client placement
  • Identify and vet vendor partners
  • Lead new office integration in conjunction with Operations Director
  • Work with offsite locations to build-out strategic initiatives
  • Supporting their long-term growth
  • Strategies that may be different from home office (i.e. Small Group, PEO)
  • Support Sales Director / Operations Director in executing departmental initiatives to completion.
  • Bachelor’s degree in Business or related field
  • Life and Health licensed and other Preferred Benefits Designations (including but not limited to CEBS, REBC)
  • 10 years of benefits experience and prior experience managing employees