Team Lead, Operations, Employee Benefits and Retirement
Core
Lead operations for the Employee Benefits and Retirement Practice, optimizing processes, technology integration, and service delivery.
Role type
Senior Team Lead, Operations
Builds
Operational efficiency and service delivery for employee benefits and retirement products
Domain
Insurance brokerage / Employee Benefits and Retirement
Required skills
Operational management, Strategic planning, Client service oversight, Team leadership, Financial oversight, Risk management, Technology integration, Industry regulations knowledge, Analytical skills, Microsoft Office proficiency
Responsibilities
Oversee and optimize operational procedures to ensure efficiency and compliance; Develop and execute strategic initiatives to enhance productivity; Ensure delivery of exceptional client service and manage relationships; Lead and develop operational staff; Monitor financial performance and report key metrics; Oversee technology integration and address IT needs; Assess and mitigate operational risks.
Seniority
Senior, hands-on IC with leadership responsibilities