Employee Benefits Team Lead

Employee Benefits Team Lead

Position Overview:

This position is primarily responsible for leading a team of Account Managers/Client Advocates/Account Executives (CL/EB/PL) including planning, coordinating and controlling activities of the service team to maintain and enhance customer relationships, meet organizational and operational objectives and ensure all processes and service levels are consistently achieved. The incumbent ensures both new and current staff members receive the necessary job training and have the necessary tools to maximize their effectiveness, provides day to day direction and addresses questions as needed.

Primary Responsibilities:

Services and retains an assigned book of business. Maintains assigned customer accounts and provides all services essential to high quality customer service which include collaboration with Sales and other Service/Support areas.

Oversees activities of the Service Department and assures the smooth operation of the department when responding to internal and external requests. Monitors and reviews the consistent and timely delivery of proposals, policies, endorsements, invoices, audits, cancellations and correspondence to clients.

Assists in the determination of the appropriate level of service for each client and ensures these levels of service are delivered in a consistent manner. Works with internal partners, operations, staff and producers to improve client satisfactions levels and service levels.

Provides assistance to the internal team and is available to answer questions on procedures or coverage when necessary.

Continually reviews policy and procedures manuals to ensure they reflect best practices in all areas.

Manages the training of the service team to ensure they have the appropriate skills and tools necessary to ensure the highest level of client service including helping to prioritize and provide direction as needed.

Conducts performance appraisals, provides on going coaching and development feedback and if needed, coordinates appropriate disciplinary measures.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by the company's risk management program.

We are committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

7

Skills Required to Perform the Primary Responsibilities of this Position:

Excellent management skills

Excellent communication skills, both written and verbal

Excellent organizational, analytical and interpersonal skills

Excellent customer service skills

Ability to use a personal computer and job-related software

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

BA or BS preferred.

Experience in commercial lines property casualty operational or customer related insurance environment and TAM system.

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

Based on role, either Prop & Casualty or Life & Health required.

Insurance designation preferred.

Physical Requirements or Work Conditions Beyond Traditional Office Work:

Frequent driving (car, van, truck)