Employee Benefits Operations Lead - Remote
Core
Strategic partner driving operations, growth, and retention for a national employee benefits practice serving 100,000+ employers.
Role type
Senior IC Employee Benefits Operations Lead
Builds
Operational efficiency, client retention programs, cross-sale initiatives, and strategic reporting for the Employee Benefits practice.
Domain
Insurance / Employee Benefits / Professional Services
Deliverable
client delivery
Required skills
Project management, data analysis, program coordination, cross-functional collaboration, stakeholder management, strategic planning, event management, content development, performance tracking
Preferred skills
Power BI, Microsoft Office (Excel, PowerPoint), professional certifications
Technologies
Power BI, Microsoft Office
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; create standard reporting templates and dashboards; support product rollout and technology adoption; maintain practice knowledge repositories; plan and execute internal events.
Seniority
Senior, hands-on IC