Client Service Director, Employee Benefits
Core
Leading a team of Client Service Managers to drive execution of employee benefits business goals, ensuring operational efficiency, and managing client experience and service standards.
Role type
Senior leadership IC in employee benefits client service
Builds
Operational efficiency in employee benefits brokerage services
Domain
Insurance brokerage / Employee Benefits
Deliverable
client delivery
Required skills
supervisory and management experience, employee benefits brokerage experience, self-funded medical experience, strategic challenge resolution, talent development, business-oriented mindset, cross-functional collaboration, data-driven process monitoring, client relationship management
Preferred skills
self-funded medical experience, active life & health insurance license
Technologies
ResourcePro, agency management systems, Microsoft Office Suite
Responsibilities
Direct account management best practices and service levels, oversee workflow optimization and waste reduction, monitor process performance using data, coach and develop Client Service Managers, coordinate team scheduling and workload distribution, facilitate cross-sell activities with Commercial and Personal Lines, communicate with key EB clients to assess satisfaction, attend Critical Path meetings and manage related processes, review and approve staff expenses.
Seniority
Senior, hands-on IC with supervisory duties