Employee Benefits Director of Revenue Operations Share LinkedIn Twitter Facebook Google Email

Gregory & Appel Insurance
United States, Indiana, Indianapolis
1402 North Capitol Avenue (Show on map)
Jan 03, 2025
Job Description The Employee Benefits Director of Revenue Operations will oversee and manage the Employee Benefits insurance service staff to support the renewal and the development of new Employee Benefits business for the agency. Responsibilities include interviewing and training operations colleagues, planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Primary Duties Responsible for staffing needs of the Employee Benefits Operations departments, including significant input on hiring decisions as well as recommending staffing adjustments based upon annual revenue projections/workloads. Work in collaboration with the EVP of Revenue to build and execute the service business model to support retention and execution of the EB products sold. Serve as a mentor to Employee Benefits Operations staff and oversee the personal career development plans for each Manager in the Employee Benefits Operations department. Responsible for the review and revision of Employee Benefits departmental procedures and workflows to keep pace with technological advancements, industry or market changes, and E&O compliance related issues. Accountable for oversight of EB service operations in executing procedures and workflows within the guidelines of the service deliverable. Ensure adoption and execution of the evolution of products and services as a result of market demands that are initiated by the VP, Product & Innovation. Develop and interpret volume and quality improvement metrics for staff service efforts that allow for balanced workloads and continuous quality improvement. Assure compliance with department procedures, utilizing file audit process techniques. Assist the Learning & Development Specialist with department training issues including assessing training needs and assisting in the development of training programs. Responsible for management duties including, but not limited to, the annual budgeting process, limited expense approval, and approval of PTO for Direct reports. Responsible for the integration of any Employee Benefits Operations staff, procedures, and workflows resulting from a merger or acquisition by Gregory & Appel. Participate in the management of global agency issues from time to time as deemed appropriate by senior leadership. Experience and Skills Years of Experience: 6-8 years of experience preferably in an insurance agency environment. Education: Bachelor's Degree; or combined equivalent years of education and experience License, Certification, or Registration: Life and Health Insurance Agent License is required Additional Information: Previous management experience within an Employee Benefits Operations department in an independent agency environment strongly recommended Basic knowledge of standard accounting practices required Ability to maintain a positive attitude, express enthusiasm, and be flexible desired Previous successful leadership roles desired, either within or outside the insurance environment Ability to work independently or as part of a team recommended Insurance designations such as GBA, ACS, RHU desirable