Thursday, January 23, 2014

Vice President, Employee Benefits Leader-IA

A Vice President and Employee Benefits Leader in this company will be charged with working alongside the sales and executive teams to design the inner workings of the group life and health team in response to the agency's long term growth strategy.  It requires an individual who is creative and has a vision for the way a retail brokerage's sales, marketing and client service interrelate.  Most important to this role is that you are a strong implementer who understands the challenges involved in personnel management, marketing and branding, efficient technology utilization and standard workflow practices.  A highly qualified individual excels in operations leadership and has a keen sense for how their efforts help achieve revenue goals.  It means having creative and innovative leaders that can recreate sales success, manage markets and be on top of client deliverables that direct tie back to retention.  A person in this role will need to have a strong working history in the group life and health market with leadership experience tied to sales performance, service and marketing management.


Vice President, Employee Benefits Leader Responsibilities:

Client Service and Marketing:
Spend significant time innovating the agency's consulting process. This includes streamlining the account management workflows, developing an Account Executive model and creating career paths within the various layers of client service.  Also, working on a value added brand with integration of consulting services offered by the firm or with its partners related to benefits communication, enrollments, underwriting/actuarial services, claims and wellness. 

Marketing:
Maintain existing carrier relationships, expand existing business through the identification of fee based/consulting opportunities, alternative arrangements (exchanges and trusts) and cross selling initiatives with sales and other product teams.  Additionally, marketing includes involvement in industry branding; create a visibility of the company's work in the health insurance space; participate in key professional organizations and stay abreast of factors concerning the Affordable Care Act.

Operations and Management:
Handle recruiting and training protocol for client service and marketing staff; identify additional positions that are critical to a sophisticated health risk management staff.  Train and develop staff to satisfy service expectations, compliance and reporting requirements.  Provide strategic and tactical support to staff; ensure performance and development plans are in place; meet regularly with executives, sales leaders and supervisors for timely feedback on improvements, changes and performance within the company's benefits division.

Leadership:
Communicate with the executive leadership team regarding goals, results and profitability. Participate in the acquisition of new clients and selling additional services and/or products to existing clients. Manage expenses and prepare budgets.

Vice President, Employee Benefits Leader Requirements:

  • Bachelor's degree is preferred; advanced education or professional insurance accreditation is highly desired.  State insurance license.
  • At least 7-10 years of leadership experience within a group employee benefits division, practice group or retail agency.  Brokerage exposure is critical to stepping into this role. You must have an established management background involving operational, marketing and client service. 


Please contact Scott Thompson for immediate confidential consideration and additional details. 

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