Employee Benefits Operations Lead - Remote
Core
Strategic partner driving operations, growth, and service delivery for the Employee Benefits practice, supporting sales teams, managing carrier relationships, and optimizing business processes.
Role type
Senior IC Employee Benefits Operations Lead
Builds
Operational efficiency, client retention programs, cross-sale initiatives, and strategic business processes for the Employee Benefits practice.
Domain
Insurance / Employee Benefits / Consulting
Required skills
Project management, Data analysis, Cross-functional collaboration, Strategic planning, Event management, Vendor/partner management
Preferred skills
Power BI, Professional certifications
Technologies
Power BI, Microsoft Office (Excel, PowerPoint)
Responsibilities
Develop programs to support sales and client management teams; Coordinate cross-sale initiatives with other practices; Analyze client data to identify retention opportunities; Partner with Marketing to execute national campaigns; Coordinate regional initiatives and events; Collect and analyze carrier performance data; Oversee training program logistics; Develop reporting templates and dashboards; Support rollout of technology solutions; Plan and execute practice events.
Seniority
Senior, hands-on IC