Unit Leader - Employee Benefits
About The Position
JOB SUMMARY: Responsible for overall management of unit book of business and Associates. ESSENTIAL DUTIES: • Overall responsibility for unit performance including growth and persistency. • In addition to leadership responsibilities, continue to serve as Account Executive/Consultant on a Book-of-Business. • Allocate resources/assign cases and prospect projects within the unit. • Determine staffing needs for unit and represent unit’s needs/issues to Practice Leader. • Actively participate in the interviewing and recruiting process for new hires. • Primary role in continued training, development and primary resource for team members. • Manage Associates and complete performance evaluations for unit (including salary and bonus review). OTHER RESPONSIBILITIES: • Assist Producer in sales opportunities to prospective clients. • Determine when Producer involvement is necessary in problem resolution. • Assist Producer in establishing and meeting target revenue goals for existing and new business. • Assist with the development and maintenance of annual budget and business plan which includes budget and salary requirements. • Attendance of internal meetings/educational programs. • Participate in Leadership Team.
Requirements
- Bachelor’s degree in business or related field or commensurate industry experience required
- 10+ years of brokerage/consulting experience required, along with experience leading teams
- Excellent organization, communication and negotiation skills.
- Excellent computer skills, including word processing and spreadsheet expertise.
- A complete working knowledge of welfare benefits in multiple product lines (i.e. medical, dental, life, AD&D, disability) with a clear understanding of risk and insurance.
- Complete working knowledge of differing financial arrangements and products available to clients (i.e. fully insured, minimum premium, ASO).
- Must be knowledgeable on compliance requirements and federal legislation.
- Willingness to travel as needed
Responsibilities
- Overall responsibility for unit performance including growth and persistency.
- Continue to serve as Account Executive/Consultant on a Book-of-Business.
- Allocate resources/assign cases and prospect projects within the unit.
- Determine staffing needs for unit and represent unit’s needs/issues to Practice Leader.
- Actively participate in the interviewing and recruiting process for new hires.
- Primary role in continued training, development and primary resource for team members.
- Manage Associates and complete performance evaluations for unit (including salary and bonus review).
- Assist Producer in sales opportunities to prospective clients.
- Determine when Producer involvement is necessary in problem resolution.
- Assist Producer in establishing and meeting target revenue goals for existing and new business.
- Assist with the development and maintenance of annual budget and business plan which includes budget and salary requirements.
- Attendance of internal meetings/educational programs.
- Participate in Leadership Team.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
5,001-10,000 employees
