Employee Benefits Practice Leader

Company: Alera Group
Location: Cedar Park
Posted on: October 6, 2024

Job Description:

Healthcare industry leader seeks experienced professional to lead Employee Benefits Practice and drive growth, retention, and client satisfaction.

HealthSure, a risk consulting and insurance agency focused on rural healthcare, is looking for a seasoned leader to oversee the Employee Benefits Practice. This individual will be responsible for navigating the evolving demands of clients, market, and industry, while identifying future opportunities and obstacles. They will lead by example, carrying a servant's heart, with the team's best interest at the forefront of decision-making.

The ideal candidate will have a proven track record of leadership and management experience, with a strong background in retail Employee Benefits agency experience and a proven ability to drive growth, retention, and client satisfaction. They will be responsible for managing a team of Account Executives, Account Managers, and Associate Account Managers, including hiring, training, and daily supervision.

Key Responsibilities:

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• Manage EB Account Executives, Account Managers, and Associate Account Managers, including hiring, training, and daily supervision.
  
• Support growth of new employee benefit clients by leading the New Business Engineer SME and working closely with the sales team.
  
• Attend all Employee Benefit meetings, including AE Meetings, AM Meetings, AAM Meetings, and Department Meetings.
  
• Coordinate department meetings and AE Meetings by creating the agenda, leading the meeting, and following up on all action items.
  
• Lead the development, updating, and implementing of departmental workflows and procedures.
  
• Relationship and technical leader for EB carriers: lead efforts to establish solid relationships with carriers and vendors, including benefit and commission negotiation and securing plan designs from carriers that best serve clients.
  
• Work with Communications Coordinator on EB client communications to ensure messages are consistent and relevant.
  
• Attend industry meetings, trade shows, and conferences.
  
• Lead in the creation and updates of templates, forms, presentations, engagement agreements, and letters used by the EB department as needed.
  
• Work with IT Coordinator to routinely evaluate current technology and continuously improve effectiveness and efficiencies.
  
  
  Client Satisfaction, Retention & Account Management Ownership:
  
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  • Ability and willingness to participate and contribute to team performance (i.e., sharing knowledge, team projects).
    
  • Work within the company's Services Plan to retain at least 90% of revenue for assigned book of business.
    
  • Take primary ownership of assigned clients.
    
  • Clear, timely, and consistent communication with clients, producers, and carriers.
    
  • Ensure "satisfied" Customer Satisfaction scores.
    
  • Maintain Client relationships that resolve specific client needs, potential service challenges, carrier shortcomings, client claims/concerns.
    
  • Lead all client meetings and follow a process where key questions are asked, client expectations are clear, and confidence is demonstrated to ensure clients follow advice.
    
  • Communication of relevant insurance concepts, explanations of coverage, and applicable claim examples.
    
  • Clearly document every exchange within the system.
    
  • Embrace the company's process for new account hand-off to ensure focus on retaining and growing existing accounts and the Sales Team is focused on new business development.
    
    
    Requirements:
    
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    • Proven leadership and management experience.
      
    • Retail EB agency experience for at least 5 years.
      
    • Proficiency using Microsoft Office, Adobe, and ability to utilize computer programs and understand functionality.
      
    • Excellent written and oral communication skills.
      
    • Exceptional organizational skills, problem-solving, and decision-making abilities.
      
    • Above-average analytical skills.
      
    • Ability to multi-task.
      
    • The desire and willingness to continue to grow and learn.
      
    • EB healthcare experience.
      
      
      Travel:
      
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      • Some travel will be required (30% to 40%).
        
      • We're open to this individual being remote in the state of Texas, with the expectation to be in office (Austin) once a month.
        
        
        Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life, and disability insurance, 401k, generous paid time off, and much more.
        
        We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Keywords: Alera Group, Killeen , Employee Benefits Practice Leader, Other , Cedar Park, Texas