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Regional Operations Director of Employee Benefits

AssuredPartners
Plano, Texas, US
Full-time

Overview

All potential applicants are encouraged to scroll through and read the complete job description before applying.

The Regional Operations Director of Employee Benefits primary focus will be managing and optimizing the agency management system, Benefit Point and Image Right, in addition to improving operational processes and monitor adherence to AssuredPartners procedures and workflows for the EB department.

This position will increase service excellence, efficiency, and professionalism through improvements in processes and automation utilization in Benefit Point.

In addition, the Regional Operations Director of Employee Benefits will focus on identifying and developing operational tools and opportunities to improve sales capabilities and client retention.

Joining AssuredPartners offers you the opportunity to excel at one of the fastest growing independent companies in the industry.

You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust.

While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development.

Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry.

The Ideal Candidate

  • Know Benefit Point and Image Right like the back of your hand
  • Highly analytical, you are still able to speak to and relate matters to internal and external stakeholders and have good communication skills
  • You are a true professional at all times, and have excellent leadership skills
  • You thrive on win-win situations- you can solve problems with the customer and company in mind

If this sounds like you, we invite you to keep reading and apply!

What You'll Do

  • Manage Benefit Point and Image Right by developing, implementing, and continually improving upon procedures and workflows, to ensure standardization, consistency, and minimization of E&O exposure throughout the Company.
  • Support the region by assisting with develop, implementation, and oversight of a service training program for new hires and existing employees.

Training program will be unique to the employee’s role, and will encompass the insurance concept itself, the procedure specific to AssuredPartners, technology, continuing education and the workflow within the Benefit Point and Image Right systems.

  • Oversee conversion process to ensure that acquisitions’ Agency Management System data converts successfully and efficiently into Benefit Point and Image Right.
  • Oversee acquisition training. Training will be designed specifically for the acquisition and will include Company procedures and workflows.
  • Identify opportunities for maximizing contingency income for the company. Analyze carrier contingency programs to identify opportunities for increased revenue;

work with the Accounting Department to ensure prompt payment of carrier contingency payments. Provide management with data to support contingency budget.

Oversee internal audit process for EB and EBSBU throughout the agency. Concentrate on adherence to procedures and workflows.

Provide results to management and service staff. Identify and develop additional training opportunities as needed.

  • Identify and develop operational tools and opportunities to improve sales capabilities and client retention.
  • Maintain overall integrity of Benefit Point and Image Right data, documentation, and historical information. Extract information to compile accurate and beneficial data by utilizing Benefit Point and Image Right reports.
  • Develop new / improve upon existing Benefit Point and Image Right workflows, to ensure AssuredPartners is utilizing the most current and efficient tools and technology available.

Educate and train all applicable employees on new or revised workflows, tools and technology as needed.

  • Directly supervise Project Managers in the Employee Benefits Department.
  • Travel is expected to be 50% in this role.
  • Other duties as assigned.

What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people :

  • Competitive base salary
  • Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
  • Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
  • Company match 401(k) plan 50% up to 6%!
  • Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
  • Opportunity to prioritize your mental health with 24 / 7 access to licensed therapists
  • Pet benefits & discounts
  • Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners

What You'll Need

  • 10+ years of related experience and / or training; or equivalent combination of education and experience.
  • Extensive working knowledge of Benefit Point and Image Right is required.
  • Knowledge of Employee Benefits products, tools, and ancillary systems preferred.
  • Life & Health Insurance License
  • Tech savvy : ability to learn multiple systems. Intermediate skills in Microsoft Office products
  • Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Grow, with us

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members.

AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!

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1 day ago
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