CareerPlan

Employee Benefits Operations Lead - Remote

RemoteFull-time2026-07-20 → 2026-11-11

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