Regional Director, Operations

The Regional Director of Employee Benefits (EB) drives strategic and operational initiatives within the EB Region, ensuring successful execution from ideation to implementation.

This role involves providing thought leadership, implementing best practices, and collaborating with other leaders in the Employee Benefit Practice.

As a subject matter expert on Health & Welfare Benefits, the Regional Director establishes performance metrics, coordinates account service teams, and maintains high-quality client deliverables.

They develop and sustain relationships with clients and team members, ensure awareness of carrier products, and support new business generation.

The role requires extensive experience in employee benefits management, strong technical knowledge, organizational skills, and relevant certifications.

Primary Responsibilities and Duties

• In partnership with the EB Regional Leader, drive the strategic and operational initiatives on behalf of the EB Region- owning them from ideation to successful execution
• Demonstrated thought leadership to include best practices, client expansion, ensuring Employee Benefit Practice initiatives are implemented, collaborating with other leaders throughout the Employee Benefit Practice
• Subject matter expert on Health & Welfare Benefits, vendor / carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary
• Establishes quantitative and qualitative metrics, guidelines, and standards by which the region's efficiency and effectiveness can be evaluated;

identifies opportunities for improvement.

• Drive adoption and utilization of consistent processes, services, products, and solutions for proper client management
• Coordinate work of account service teams to ensure consistent and high quality client deliverables, solutions, and services
• Participate in the development and implementation of best practices and lead by example in demonstrating and sharing the importance of managing, developing and peer reviewing client deliverables
• Develop and maintain ongoing relationships with account management teams and clients to ensure teams execute on plans and deliverables
• Understand available carrier products and services in the marketplace and ensure team and client awareness
• Partner with regional and national leadership to deliver and achieve broader Employee Benefit Practice goals
• Assess the performance of team members and provide ongoing coaching and feedback for continued improvement
• Support the generation of new business by participating in prospecting opportunities with new clients as part of a broader team via value proposition creation, RFP / proposal support, participating in finalist presentation, etc.
• Assist with transition, onboarding, and integration of new acquisitions, and new hires

Requirements and Qualifications

• BA / BS preferred
• 10 or more years' experience in senior employee benefit account management or consultative role with increasing responsibility
• Strong technical knowledge relative to self-funding and stop-loss; strong working knowledge of alternative approaches such as captives, direct contracting, reference-based pricing, etc.
• Client-facing experience at a consulting company, insurance company, brokerage
• Ability to work collaboratively across the employee benefits practice both regionally and enterprise-wide
• Strong organizational skills with the ability to handle multiple projects at one time and proven ability to prioritize competing requirements and deadlines
• Continuous professional development in all areas of employee benefits with the proven ability to remain current with respect to industry trends,
• Commanding presentation and public speaking abilities
• Advanced critical thinking skills
• Detail-oriented
• Strong Microsoft Excel, Word and PowerPoint skills
• Life, Accident and Health Insurance License required
• GBA or CEBS Certification a plus
• Project management certification a plus

Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions.

With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets.

Risk Strategies has over 100 offices and nearly 5,000 employees across the US and Canada.

Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc.

5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.

Learn more about working at Risk Strategies by visiting our careers page : www.risk-strategies.com / careers.