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:
- 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:
- 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:
- 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:
- 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, Georgetown , Employee Benefits Practice Leader, Other , Cedar Park, Texas
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