EB Service Team Lead - Group
Mountain West Insurance & Financial Services•Grand Junction, CO
•$75,000 - $92,000
About The Position
Delivering Peace, Empowering your Potential, and Fortifying the Future. The Employee Benefits (EB) Team Lead is responsible for leading the EB service team including process improvement while maintaining their own book of business. This role operates as a player/coach, balancing client service, team leadership, and operational execution. The position ensures high-quality service delivery, strong client retention, and alignment with company strategy. Acts as the primary point of contact for escalated client issues and service requests.
Requirements
- Leadership experience preferred.
- Strong knowledge of EB products and markets.
- Excellent communication, organizational, and problem-solving skills.
- Proficiency with agency management systems and Microsoft Office Suite.
- Ability to work independently and collaboratively in a fast-paced environment.
- 5+ years EB experience
- Active Life & Health license
Responsibilities
- Provide leadership, direction, and accountability for the EB team
- Conduct regular one-on-ones and performance reviews
- Develop team members and support licensing and training
- Foster accountability and continuous improvement
- Partner with HR on hiring and performance management
- Manage and retain their own EB book of business
- Oversee renewals, RFPs, and carrier negotiations
- Execute stewardship plans and open enrollments
- Maintain strong client relationships
- Oversee day-to-day operations of the Group Side of the Benefits Department.
- Standardize EB workflows and ensure EPIC usage
- Oversee renewals, enrollments, and service timelines
- Balance workloads and improve processes
- Maintain service quality standards
- Standardize client presentations/proposals across EB department/offices
- Drive client satisfaction and proactive service
- Develop client service model - ensure clients are receiving similar services/resources, based on client size
- Monitor retention metrics
- Resolve escalated client issues
- Ensure consistent communication
- Support Producers with new business and cross-selling
- Identify growth opportunities within accounts
- Assist with proposals and presentations
- Track BOB, retention, and service metrics
- Lead team meetings
- Ensure accountability and reporting
Benefits
- $75,000 - $92,000 annually
- Medical, Dental, Vision, 401k with company match
- Paid Time Off (PTO)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
